We are live on ! Find out more

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
BAM
526
Barrett Asset Management
New York
$83K
WA
527
WestEnd Advisors
North Carolina
$78K
LWANC
528
Laurel Wealth Advisors (North Carolina)
North Carolina
$77K
LFASL
529
Lugano Financial Advisors SA (LFA)
Switzerland
$74K +$77.9K +1,403 New
GRP
530
Global Retirement Partners
California
$73K +$333 +6 +0.4%
CAL
531
Capital Analysts LLC
Pennsylvania
$70K +$222 +4 +0.3%
NICM
532
Neo Ivy Capital Management
New York
$67K -$720K -12,974 -91%
CCA
533
Column Capital Advisors
Indiana
$66K +$13.4K +242 +24%
MA
534
MCF Advisors
Kentucky
$61K +$832 +15 +1%
NFG
535
Next Financial Group
Texas
$61K +$18K +324 +39%
IA
536
IFP Advisors
Florida
$58K -$499 -9 -2%
JCM
537
Jacobi Capital Management
Pennsylvania
$51K
HFA
538
HC Financial Advisors
California
$50K
Jones Financial Companies
539
Jones Financial Companies
Missouri
$49K
LC
540
Lindbrook Capital
California
$49K +$7.99K +144 +18%
Bank Julius Baer & Co
541
Bank Julius Baer & Co
Switzerland
$48K -$213K -3,840 -81%
PMFA
542
Plante Moran Financial Advisors
Michigan
$48K
NIM
543
NuWave Investment Management
New Jersey
$47K -$89.9K -1,620 -64%
HI
544
Harbour Investments
Wisconsin
$47K -$2.55K -46 -5%
BFEC
545
Benjamin F. Edwards & Company
Missouri
$43K
MIFH
546
Migdal Insurance & Financial Holdings
Israel
$43K +$45.5K +819 New
TPCW
547
TD Private Client Wealth
New York
$42.9K -$3.83K -69 -8%
GLLW
548
Graves Light Lenhart Wealth
Virginia
$41K
GAM
549
Gemmer Asset Management
California
$41K +$555 +10 +1%
SSB
550
Sandy Spring Bank
Maryland
$40K

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.