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
KFI
601
Key Financial Inc
Pennsylvania
$8K +$8.32K +150 +1,364%
SWM
602
Sugarloaf Wealth Management
Georgia
$8K +$8.44K +152 New
TWA
603
TCI Wealth Advisors
Arizona
$7K -$11K -199 -61%
JFA
604
JNBA Financial Advisors
Minnesota
$6K
BWM
605
BerganKDV Wealth Management
Minnesota
$6K +$3.44K +62 +138%
CTC
606
Central Trust Company
Missouri
$6K +$5.99K +108 New
RA
607
Resolute Advisors
California
$5K -$832 -15 -13%
HPC
608
HM Payson & Co
Maine
$5K
MHR
609
Matthew Hamilton Rosenberg
$5K
HWM
610
HighMark Wealth Management
Minnesota
$5K +$888 +16 +21%
SMG
611
Spectrum Management Group
Indiana
$5K +$4.83K +87 New
BIA
612
Bell Investment Advisors
California
$5K +$4.94K +89 New
EWA
613
Evolution Wealth Advisors
Florida
$4K
BU
614
BBVA USA
Alabama
$3K -$14.8K -267 -83%
VCM
615
Versant Capital Management
Arizona
$3K -$1.33K -24 -28%
CA
616
Clearstead Advisors
Ohio
$3K +$2.33K +42 +233%
CWP
617
Concord Wealth Partners
Virginia
$2K -$2.16K -39 -50%
FBT
618
First Bank & Trust
South Dakota
$2K
TLFA
619
True Link Financial Advisors
California
$2K
RTL
620
Red Tortoise LLC
Georgia
$2K +$1.78K +32 New
FPS
621
Fieldpoint Private Securities
Connecticut
$2K +$2.05K +37 +463%
APWA
622
Atlas Private Wealth Advisors
New Jersey
$1K
BWM
623
Baystate Wealth Management
Massachusetts
$1K
BA
624
Bellwether Advisors
Nebraska
$1K
CWC
625
Carolinas Wealth Consulting
North Carolina
$1K

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.