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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
AF
576
Advisornet Financial
Minnesota
$23K
CWAF
577
Core Wealth Advisors (Florida)
Florida
$22K
Nisa Investment Advisors
578
Nisa Investment Advisors
Missouri
$21.8K +$295K +4,811 +1%
CG
579
Cutler Group
California
$21K -$279K -4,554 -93%
BFG
580
Baron Financial Group
New Jersey
$20.5K
PWMG
581
Prestige Wealth Management Group
New Jersey
$20K
ACA
582
Atlas Capital Advisors
Wyoming
$19.5K -$106K -1,725 -84%
CCA
583
Catalyst Capital Advisors
New York
$19K -$6.56M -106,939 -100%
TWA
584
TCI Wealth Advisors
Arizona
$19K +$2.21K +36 +13%
BU
585
BBVA USA
Alabama
$19K +$19.7K +321 New
AA
586
AlphaMark Advisors
Kentucky
$19K +$19.8K +323 New
OSNBOA
587
Old Second National Bank of Aurora
Illinois
$18K
TFO
588
Tarbox Family Office
California
$18K
EW
589
Evoke Wealth
California
$18K +$981 +16 +6%
CFO
590
CVA Family Office
Colorado
$18K +$5.09K +83 +37%
ST
591
Smithfield Trust
Pennsylvania
$16K -$72.2K -1,178 -81%
FMII
592
Farmers & Merchants Investments Inc
Nebraska
$16K
ZB
593
Zions Bancorporation
Utah
$16K +$307 +5 +2%
WPA
594
West Paces Advisors
Georgia
$15.1K
IA
595
IFP Advisors
Florida
$15K -$393K -6,416 -94%
Carson Wealth (CWM LLC)
596
Carson Wealth (CWM LLC)
Nebraska
$15K
PFGIA
597
Patriot Financial Group Insurance Agency
Massachusetts
$14K +$10.5K +171 +271%
AFG
598
Albion Financial Group
Utah
$14K +$14.1K +230 New
TCWA
599
Ten Capital Wealth Advisors
Washington
$13K
TCOV
600
Trust Company of Vermont
Vermont
$13K +$13.2K +216 New

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.