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690 hedge funds and large institutions have $19.4B invested in PACCAR in 2021 Q4 according to their latest regulatory filings, with 126 funds opening new positions, 240 increasing their positions, 234 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

110% more first-time investments, than exits

New positions opened: 126 | Existing positions closed: 60

85% more call options, than puts

Call options by funds: $55.4M | Put options by funds: $30M

50% more funds holding in top 10

Funds holding in top 10: 69 (+3)

12% more capital invested

Capital invested by funds: $17.4B → $19.4B (+$2.01B)

10% more funds holding

Funds holding: 630690 (+60)

3% more repeat investments, than reductions

Existing positions increased: 240 | Existing positions reduced: 234

0.02% less ownership

Funds ownership: 95.38%95.36% (-0.02%)

Holders
690
Holders Change
+60
Holders Change %
+9.52%
% of All Funds
10.62%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.14%
New
126
Increased
240
Reduced
234
Closed
60
Calls
$55.4M
Puts
$30M
Net Calls
+$25.4M
Net Calls Change
-$17M
Name Holding Trade Value Shares
Change
Change in
Stake
EI
501
Ellevest Inc
New York
$248K +$26.4K +457 +12%
BCM
502
Birmingham Capital Management
Alabama
$245K
SAM
503
Silvercrest Asset Management
New York
$244K
BCI
504
Brinker Capital Investments
Pennsylvania
$244K +$239K +4,143 New
DBRC
505
D.B. Root & Company
Pennsylvania
$242K +$239K +4,127 New
MA
506
MUFG Americas
New York
$240K
CIBC World Market
507
CIBC World Market
Ontario, Canada
$239K -$339K -5,869 -59%
Lido Advisors
508
Lido Advisors
California
$239K +$6.82K +118 +3%
SWP
509
Stratos Wealth Partners
Ohio
$237K +$4.86K +84 +2%
AC
510
Apella Capital
Connecticut
$235K
WFI
511
West Family Investments
California
$233K +$6.65K +115 +3%
OFW
512
Omnia Family Wealth
Florida
$229K
VCM
513
Violich Capital Management
California
$229K
VAM
514
Verity Asset Management
North Carolina
$229K +$4.86K +84 +2%
S
515
SignatureFD
Georgia
$227K +$5.66K +98 +3%
HC
516
Hamilton Capital
Ohio
$225K +$221K +3,816 New
TC
517
Telemus Capital
Michigan
$225K +$221K +3,818 New
WPW
518
Waldron Private Wealth
Pennsylvania
$224K +$217K +3,750 New
PIM
519
Penobscot Investment Management
Massachusetts
$224K +$220K +3,800 New
HI
520
Horizon Investments
North Carolina
$224K +$221K +3,825 New
Bank Julius Baer & Co
521
Bank Julius Baer & Co
Switzerland
$221K +$164K +2,845 +310%
LFP
522
Leeward Financial Partners
Washington
$221K +$217K +3,750 New
SCA
523
Sippican Capital Advisors
Massachusetts
$221K +$217K +3,750 New
AIM
524
Aigen Investment Management
New York
$216K -$5.23M -90,416 -96%
ACMA
525
Arbor Capital Management (Alaska)
Alaska
$216K +$212K +3,666 New