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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
OSNBOA
576
Old Second National Bank of Aurora
Illinois
$16K
TFO
577
Tarbox Family Office
California
$15K -$444 -8 -3%
ST
578
Smithfield Trust
Pennsylvania
$15K
FMII
579
Farmers & Merchants Investments Inc
Nebraska
$15K +$832 +15 +6%
IWA
580
IBEX Wealth Advisors
New Jersey
$15K +$15.3K +276 New
EW
581
Evoke Wealth
California
$14K -$1.67K -30 -10%
TAIM
582
TD Ameritrade Investment Management
Nebraska
$14K +$12K +216 +617%
WPA
583
West Paces Advisors
Georgia
$13.3K
APA
584
American Portfolios Advisors
New York
$13.2K -$705K -12,697 -98%
Nisa Investment Advisors
585
Nisa Investment Advisors
Missouri
$12.6K -$7.08M -127,641 -35%
AFG
586
Albion Financial Group
Utah
$12K
TCWA
587
Ten Capital Wealth Advisors
Washington
$12K
CG
588
Cutler Group
California
$11K -$8.21K -148 -40%
MCM
589
MV Capital Management
Maryland
$11K +$4.38K +79 +58%
AIC
590
Archer Investment Corporation
Indiana
$10.5K +$11.1K +200 New
ZB
591
Zions Bancorporation
Utah
$10K -$4.94K -89 -33%
AWA
592
Arkadios Wealth Advisors
Georgia
$10K
HFS
593
HBC Financial Services
Washington
$10K
ACA
594
Atlas Capital Advisors
Wyoming
$9.94K -$7.77K -140 -43%
CFA
595
Carroll Financial Associates
North Carolina
$9K +$277 +5 +3%
CWA
596
Clearview Wealth Advisors
Oregon
$8K
IBOK
597
Independence Bank of Kentucky
Kentucky
$8K
MWC
598
MBM Wealth Consultants
Missouri
$8K
OIA
599
Optimum Investment Advisors
Illinois
$8K
SAM
600
Strategic Asset Management
Minnesota
$8K +$8.16K +147 New

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.