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647 hedge funds and large institutions have $19.6B invested in PACCAR in 2021 Q2 according to their latest regulatory filings, with 62 funds opening new positions, 236 increasing their positions, 242 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

252% more call options, than puts

Call options by funds: $155M | Put options by funds: $44.2M

2% less repeat investments, than reductions

Existing positions increased: 236 | Existing positions reduced: 242

2.17% less ownership

Funds ownership: 97.12%94.95% (-2.2%)

4% less funds holding

Funds holding: 675647 (-28)

6% less capital invested

Capital invested by funds: $20.8B → $19.6B (-$1.28B)

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

26% less first-time investments, than exits

New positions opened: 62 | Existing positions closed: 84

Holders
647
Holders Change
-28
Holders Change %
-4.15%
% of All Funds
11.26%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.1%
New
62
Increased
236
Reduced
242
Closed
84
Calls
$155M
Puts
$44.2M
Net Calls
+$111M
Net Calls Change
-$70M
Name Holding Trade Value Shares
Change
Change in
Stake
CI
526
CX Institutional
Indiana
$131K -$12.1K -198 -8%
GWSG
527
GPS Wealth Strategies Group
Colorado
$124K
GWM
528
Geneos Wealth Management
Colorado
$120K -$858 -14 -0.7%
Parallax Volatility Advisers
529
Parallax Volatility Advisers
California
$113K -$1.17M -19,155 -91%
BCA
530
Berman Capital Advisors
Georgia
$113K +$28.1K +459 +32%
SAM
531
Shell Asset Management
Netherlands
$112K -$254K -4,148 -69%
T
532
TOBAM
France
$107K
PO
533
Private Ocean
California
$104K
EFSCE
534
Enterprise Financial Services Corp (EFSC)
Missouri
$102K -$20.3K -331 -16%
MCM
535
Manchester Capital Management
Vermont
$100K -$2.94K -48 -3%
PCM
536
Penserra Capital Management
California
$99K +$23.5K +384 +30%
HFM
537
Hartford Financial Management
Connecticut
$98K
BAM
538
Barrett Asset Management
New York
$94K
WA
539
WestEnd Advisors
North Carolina
$89K
LWANC
540
Laurel Wealth Advisors (North Carolina)
North Carolina
$87K
GRP
541
Global Retirement Partners
California
$82K +$552 +9 +0.7%
Credit Agricole
542
Credit Agricole
France
$82K +$84.5K +1,379 New
CAL
543
Capital Analysts LLC
Pennsylvania
$79K +$307 +5 +0.4%
MA
544
MCF Advisors
Kentucky
$68K +$307 +5 +0.4%
FWM
545
Focused Wealth Management
New York
$66K +$64.4K +1,050 +1,875%
CCA
546
Column Capital Advisors
Indiana
$61K +$8.64K +141 +16%
EBA
547
Eagle Bay Advisors
New York
$58K +$58.4K +953 New
JCM
548
Jacobi Capital Management
Pennsylvania
$57K -$368 -6 -0.6%
HFA
549
HC Financial Advisors
California
$56K -$17K -277 -23%
HI
550
Harbour Investments
Wisconsin
$56K -$3.68K -60 -6%

PCAR Hedge Fund Activity: Q2 2021 in Review

647 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in PACCAR (PCAR) for Q2 2021, worth a combined $19.6B — down 6.1% from $20.8B a quarter earlier.

Sellers outnumbered buyers: 84 funds closed out of PCAR and 62 opened new positions — a net loss of 22 holders — while 242 trimmed existing stakes and 236 added.

The largest buyer was Hotchkis & Wiley Capital Management, adding an estimated $190M. The largest seller was Capital World Investors, cutting an estimated $358M.

  • 647 institutional investors held PACCAR (PCAR) as of Q2 2021, down from 675 in Q1 2021.
  • Funds reported $19.6B of PACCAR stock for Q2 2021, down 6.1% quarter-over-quarter.
  • 62 funds opened new PACCAR positions in Q2 2021 and 84 closed out, a net change of -22 holders.
  • The largest PACCAR buyer in Q2 2021 was Hotchkis & Wiley Capital Management, an estimated $190M added.
  • The largest PACCAR seller in Q2 2021 was Capital World Investors, an estimated $358M sold.

Based on aggregated 13F filings for Q2 2021.