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PACCAR
PCAR

Overview Fund Activity

640 hedge funds and large institutions have $17.5B invested in PACCAR in 2019 Q4 according to their latest regulatory filings, with 97 funds opening new positions, 209 increasing their positions, 233 reducing their positions, and 28 closing their positions.

Holders
640
Holders Change
+56
Holders Change %
+9.59%
% of All Funds
12.64%
Holding in Top 10
10
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+42.86%
% of All Funds
0.2%
New
97
Increased
209
Reduced
233
Closed
28
Calls
$58M
Puts
$22.6M
Net Calls
+$35.3M
Net Calls Change
+$23.6M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$291M
2
Capital World Investors
2
Capital World Investors
California
$502M
3
MAM
3
Madison Asset Management
Wisconsin
$51M
4
Ensign Peak Advisors
4
Ensign Peak Advisors
Utah
$47.2M
5
AAMU
5
Amundi Asset Management US
Massachusetts
$129M

Top Sellers

1
Invesco
1
Invesco
Georgia
$123M
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$932M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$28.5M
4
Federated Hermes
4
Federated Hermes
Pennsylvania
$2.41M
5
Allianz Asset Management
5
Allianz Asset Management
Germany
$88.1M
Name Market Value Shares Shares
Change 		Shares
Change %
OIA
601
Optimum Investment Advisors
Illinois
$8K 101 – –
MWC
602
MBM Wealth Consultants
Missouri
$8K 100 – –
FEG
603
Financial Enhancement Group
Indiana
$8K 102 – –
LWM
604
Liberty Wealth Management
California
$8K 101 +1 +1%
SQA
605
Simon Quick Advisors
New Jersey
$8K 100 +100 New
IBOK
606
Independence Bank of Kentucky
Kentucky
$8K 100 +100 New
RWB
607
RMR Wealth Builders
New Jersey
$8K 100 +100 New
AW
608
Alpha Windward
Massachusetts
$7K 88 -7 -7%
BL
609
Balentine LLC
Georgia
$7K 88 +9 +11%
APC
610
Aspire Private Capital
North Carolina
$6K 70 – –
JFA
611
JNBA Financial Advisors
Minnesota
$6K 73 – –
EWA
612
Evolution Wealth Advisors
Florida
$6K 74 +74 New
CFGS
613
Concourse Financial Group Securities
Alabama
$5K 63 -58 -48%
CHC
614
City Holding Co
West Virginia
$5K 65 – –
TI
615
tru Independence
Oregon
$5K 57 +57 New
SNT
616
Security National Trust
West Virginia
$4K 56 +56 New
FCH
617
Freestone Capital Holdings
Washington
$3.53K 44,590 -25,352 -36%
FWM
618
Focused Wealth Management
New York
$3K 35 – –
HI
619
Human Investing
Oregon
$3K 40 – –
KPW
620
Kore Private Wealth
New York
$3K 36 +36 New
WWM
621
Willingdon Wealth Management
North Carolina
$2K 30 – –
Kayne Anderson Rudnick Investment Management
622
Kayne Anderson Rudnick Investment Management
California
$2K 25 – –
HR
623
Howe & Rusling
New York
$2K 21 +4 +24%
WCM
624
Wealthcare Capital Management
Virginia
$2K 31 +31 New
LP
625
LMR Partners
United Kingdom
$1.28K 16,130 -1,362 -8%
23 24
25
26 27