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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
AIG
601
American International Group
New York
$12.7K -$1.11M -18,084 -8%
AWA
602
Arkadios Wealth Advisors
Georgia
$12K
CFA
603
Carroll Financial Associates
North Carolina
$10K +$1.47K +24 +16%
MPWT
604
MassMutual Private Wealth & Trust
Connecticut
$10K +$5.33K +87 +116%
CP
605
Castleview Partners
Texas
$10K +$10.2K +167 New
Optiver Holding
606
Optiver Holding
Netherlands
$10K +$10.2K +167 New
HFS
607
HBC Financial Services
Washington
$10K +$11K +180 New
CWA
608
Clearview Wealth Advisors
Oregon
$9K
IBOK
609
Independence Bank of Kentucky
Kentucky
$9K
MWC
610
MBM Wealth Consultants
Missouri
$9K
OIA
611
Optimum Investment Advisors
Illinois
$9K +$61 +1 +0.6%
JFGIW
612
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$9K +$9.2K +150 New
MCM
613
MV Capital Management
Maryland
$8K +$7.54K +123 +879%
JFA
614
JNBA Financial Advisors
Minnesota
$7K
RA
615
Resolute Advisors
California
$7K
FHC
616
First Horizon Corporation
Tennessee
$6K
LWCFA
617
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$6K +$5.7K +93 New
MHR
618
Matthew Hamilton Rosenberg
$6K +$6.01K +98 New
CWP
619
Concord Wealth Partners
Virginia
$5K -$4.6K -75 -49%
HWM
620
HighMark Wealth Management
Minnesota
$5K -$920 -15 -16%
VCM
621
Versant Capital Management
Arizona
$5K -$736 -12 -12%
EWA
622
Evolution Wealth Advisors
Florida
$5K
HPC
623
HM Payson & Co
Maine
$5K
HWMA
624
Heritage Wealth Management (Arizona)
Arizona
$5K +$4.72K +77 New
RCA
625
Ranch Capital Advisors
Florida
$4K -$4.6K -75 Closed

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.