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721 hedge funds and large institutions have $19B invested in PACCAR in 2022 Q3 according to their latest regulatory filings, with 79 funds opening new positions, 302 increasing their positions, 228 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

165% more call options, than puts

Call options by funds: $118M | Put options by funds: $44.5M

52% more first-time investments, than exits

New positions opened: 79 | Existing positions closed: 52

32% more repeat investments, than reductions

Existing positions increased: 302 | Existing positions reduced: 228

3% more funds holding

Funds holding: 702721 (+19)

1.2% more ownership

Funds ownership: 96.7%97.9% (+1.2%)

3% more capital invested

Capital invested by funds: $18.4B → $19B (+$561M)

20% less funds holding in top 10

Funds holding in top 10: 108 (-2)

Holders
721
Holders Change
+19
Holders Change %
+2.71%
% of All Funds
12.42%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.14%
New
79
Increased
302
Reduced
228
Closed
52
Calls
$118M
Puts
$44.5M
Net Calls
+$73.4M
Net Calls Change
+$60.4M
Name Holding Trade Value Shares
Change
Change in
Stake
AIM
501
Aigen Investment Management
New York
$350K +$364K +6,270 New
CCA
502
Checchi Capital Advisers
California
$341K +$6.63K +114 +2%
EHWM
503
Eads & Heald Wealth Management
Georgia
$339K -$4.83K -83 -1%
Bank Julius Baer & Co
504
Bank Julius Baer & Co
Switzerland
$336K -$4.71K -81 -1%
PA
505
Parallel Advisors
California
$336K +$81.6K +1,404 +30%
BC
506
Burney Company
Virginia
$332K +$3.08K +53 +0.9%
FC
507
Fulcrum Capital
Washington
$330K
SF
508
Synovus Financial
Georgia
$329K +$339K +5,835 New
WS
509
Wedbush Securities
California
$326K
WI
510
Wahed Invest
New York
$326K +$21.6K +371 +7%
CM
511
Castleark Management
Illinois
$322K
FLPIM
512
F.L. Putnam Investment Management
Massachusetts
$322K +$336K +5,777 New
BBNB
513
Baker Boyer National Bank
Washington
$320K
TPW
514
Transatlantique Private Wealth
New York
$314K +$27.2K +468 +9%
AA
515
ALPS Advisors
Colorado
$308K -$25.3K -435 -7%
WG
516
Welch Group
Alabama
$307K
EI
517
Ellevest Inc
New York
$303K -$24.1K -414 -7%
FMLI
518
Fukoku Mutual Life Insurance
Japan
$290K
VVP
519
Venture Visionary Partners
Ohio
$288K -$465 -8 -0.2%
TSS
520
Two Sigma Securities
New York
$284K +$296K +5,085 New
Carson Wealth (CWM LLC)
521
Carson Wealth (CWM LLC)
Nebraska
$281K +$127K +2,178 +76%
JCM
522
Jacobi Capital Management
Pennsylvania
$281K +$293K +5,043 New
FMAEN1
523
Fund Management at Engine No 1
California
$280K -$14.6K -252 -5%
WFA
524
Wipfli Financial Advisors
Wisconsin
$278K +$289K +4,977 New
EGM
525
Engineers Gate Manager
New York
$277K -$572K -9,836 -66%