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615 hedge funds and large institutions have $18.5B invested in PACCAR in 2020 Q3 according to their latest regulatory filings, with 88 funds opening new positions, 184 increasing their positions, 238 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

115% more first-time investments, than exits

New positions opened: 88 | Existing positions closed: 41

109% more call options, than puts

Call options by funds: $61.8M | Put options by funds: $29.6M

13% more capital invested

Capital invested by funds: $16.3B → $18.5B (+$2.17B)

11% more funds holding in top 10

Funds holding in top 10: 910 (+1)

8% more funds holding

Funds holding: 569615 (+46)

0.53% less ownership

Funds ownership: 94.8%94.27% (-0.53%)

23% less repeat investments, than reductions

Existing positions increased: 184 | Existing positions reduced: 238

Holders
615
Holders Change
+46
Holders Change %
+8.08%
% of All Funds
12.41%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.2%
New
88
Increased
184
Reduced
238
Closed
41
Calls
$61.8M
Puts
$29.6M
Net Calls
+$32.2M
Net Calls Change
+$1.33M
Name Holding Trade Value Shares
Change
Change in
Stake
GWM
526
Geneos Wealth Management
Colorado
$88K +$224 +4 +0.3%
HMS
527
Hanseatic Management Services
New Mexico
$88K +$87.3K +1,556 New
NIM
528
NuWave Investment Management
New Jersey
$86K -$160K -2,859 -65%
ST
529
Smithfield Trust
Pennsylvania
$84K +$68.2K +1,215 +476%
LWANC
530
Laurel Wealth Advisors (North Carolina)
North Carolina
$83K
GRP
531
Global Retirement Partners
California
$83K +$3.31K +59 +4%
HFA
532
HC Financial Advisors
California
$78K -$10.1K -180 -12%
JWM
533
Jeppson Wealth Management
California
$76K +$75.2K +1,341 New
PMFA
534
Plante Moran Financial Advisors
Michigan
$69K +$17.1K +305 +33%
BCA
535
Berman Capital Advisors
Georgia
$64K +$7.29K +130 +13%
C
536
Cerebellum
California
$62K -$30.7K -547 -33%
BFEC
537
Benjamin F. Edwards & Company
Missouri
$62K -$2.52K -45 -4%
TPCW
538
TD Private Client Wealth
New York
$61.3K -$20.9K -373 -26%
IA
539
IFP Advisors
Florida
$52K +$8.69K +155 +21%
CCA
540
Column Capital Advisors
Indiana
$50K -$280 -5 -0.6%
NFG
541
Next Financial Group
Texas
$47K +$46.6K +831 New
PCM
542
Penserra Capital Management
California
$46K +$5.38K +96 +13%
GAM
543
Gemmer Asset Management
California
$44K
SSB
544
Sandy Spring Bank
Maryland
$44K
LC
545
Lindbrook Capital
California
$44K +$505 +9 +1%
APA
546
American Portfolios Advisors
New York
$43.5K -$2.02K -36 -4%
PCG
547
Private Capital Group
Connecticut
$42K
SBL
548
Sargent Bickham Lagudis
Colorado
$41K
HFM
549
Harvest Fund Management
China
$39K +$37.8K +674 New
SIC
550
Salem Investment Counselors
North Carolina
$38K