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630 hedge funds and large institutions have $17.4B invested in PACCAR in 2021 Q3 according to their latest regulatory filings, with 59 funds opening new positions, 237 increasing their positions, 236 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more call options, than puts

Call options by funds: $96.8M | Put options by funds: $54.4M

0.44% more ownership

Funds ownership: 94.95%95.38% (+0.44%)

0% more repeat investments, than reductions

Existing positions increased: 237 | Existing positions reduced: 236

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

3% less funds holding

Funds holding: 647630 (-17)

11% less first-time investments, than exits

New positions opened: 59 | Existing positions closed: 66

11% less capital invested

Capital invested by funds: $19.6B → $17.4B (-$2.14B)

Holders
630
Holders Change
-17
Holders Change %
-2.63%
% of All Funds
11.03%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
59
Increased
237
Reduced
236
Closed
66
Calls
$96.8M
Puts
$54.4M
Net Calls
+$42.4M
Net Calls Change
-$68.9M
Name Holding Trade Value Shares
Change
Change in
Stake
PA
501
Parallel Advisors
California
$192K +$8.6K +155 +4%
OSAM
502
O'Shaughnessy Asset Management
Connecticut
$191K +$5.38K +97 +3%
AssetMark Inc
503
AssetMark Inc
California
$187K +$27.1K +488 +16%
DMBA
504
Deseret Mutual Benefit Administrators
Utah
$186K
APP
505
Alpha Paradigm Partners
Illinois
$165K -$118K -2,135 -40%
SWA
506
Sutton Wealth Advisors
Florida
$164K -$1.61K -29 -0.9%
FNBOSM
507
First National Bank of South Miami
Florida
$163K -$444 -8 -0.3%
EWM
508
Endurance Wealth Management
Rhode Island
$158K
EWM
509
Evermay Wealth Management
Virginia
$152K
Credit Agricole
510
Credit Agricole
France
$145K +$76.8K +1,383 +100%
QCG
511
Quadrant Capital Group
Ohio
$144K +$15.9K +286 +12%
PCTC
512
Perkins Coie Trust Company
Washington
$140K
VCM
513
Vigilant Capital Management
Maine
$139K +$5K +90 +4%
FWM
514
Focused Wealth Management
New York
$129K +$75K +1,351 +122%
TFM
515
TFC Financial Management
Massachusetts
$121K
GWM
516
Geneos Wealth Management
Colorado
$108K +$333 +6 +0.3%
CI
517
CX Institutional
Indiana
$104K -$12.1K -218 -10%
GWSG
518
GPS Wealth Strategies Group
Colorado
$101K -$8.32K -150 -7%
PCM
519
Penserra Capital Management
California
$97K +$10.2K +183 +11%
EBA
520
Eagle Bay Advisors
New York
$96K +$48.8K +879 +92%
T
521
TOBAM
France
$94K
PO
522
Private Ocean
California
$92K
MCM
523
Manchester Capital Management
Vermont
$89K +$111 +2 +0.1%
BCA
524
Berman Capital Advisors
Georgia
$87K -$12.7K -229 -12%
HFM
525
Hartford Financial Management
Connecticut
$85K -$2.5K -45 -3%

PCAR Hedge Fund Activity: Q3 2021 in Review

630 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in PACCAR (PCAR) for Q3 2021, worth a combined $17.4B — down 11% from $19.6B a quarter earlier.

Sellers outnumbered buyers: 66 funds closed out of PCAR and 59 opened new positions — a net loss of 7 holders — while 236 trimmed existing stakes and 237 added.

The largest buyer was Massachusetts Financial Services, adding an estimated $465M. The largest seller was Capital World Investors, cutting an estimated $908M.

  • 630 institutional investors held PACCAR (PCAR) as of Q3 2021, down from 647 in Q2 2021.
  • Funds reported $17.4B of PACCAR stock for Q3 2021, down 11% quarter-over-quarter.
  • 59 funds opened new PACCAR positions in Q3 2021 and 66 closed out, a net change of -7 holders.
  • The largest PACCAR buyer in Q3 2021 was Massachusetts Financial Services, an estimated $465M added.
  • The largest PACCAR seller in Q3 2021 was Capital World Investors, an estimated $908M sold.

Based on aggregated 13F filings for Q3 2021.