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675 hedge funds and large institutions have $20.8B invested in PACCAR in 2021 Q1 according to their latest regulatory filings, with 86 funds opening new positions, 237 increasing their positions, 243 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

500% more call options, than puts

Call options by funds: $218M | Put options by funds: $36.3M

39% more first-time investments, than exits

New positions opened: 86 | Existing positions closed: 62

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

9% more capital invested

Capital invested by funds: $19.1B → $20.8B (+$1.77B)

3% more funds holding

Funds holding: 656675 (+19)

1.62% more ownership

Funds ownership: 95.5%97.12% (+1.6%)

2% less repeat investments, than reductions

Existing positions increased: 237 | Existing positions reduced: 243

Holders
675
Holders Change
+19
Holders Change %
+2.9%
% of All Funds
11.85%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.12%
New
86
Increased
237
Reduced
243
Closed
62
Calls
$218M
Puts
$36.3M
Net Calls
+$181M
Net Calls Change
+$165M
Name Holding Trade Value Shares
Change
Change in
Stake
CFO
626
CVA Family Office
Colorado
$14K +$14.1K +225 New
TCWA
627
Ten Capital Wealth Advisors
Washington
$13K
AIC
628
Archer Investment Corporation
Indiana
$12.4K
AWA
629
Arkadios Wealth Advisors
Georgia
$12K
CWA
630
Clearview Wealth Advisors
Oregon
$10K
OIA
631
Optimum Investment Advisors
Illinois
$10K
CFA
632
Carroll Financial Associates
North Carolina
$9K
FEG
633
Financial Enhancement Group
Indiana
$9K
IBOK
634
Independence Bank of Kentucky
Kentucky
$9K
MWC
635
MBM Wealth Consultants
Missouri
$9K
VBCG
636
Valley Brook Capital Group
Pennsylvania
$9K
CWP
637
Concord Wealth Partners
Virginia
$9K +$9.56K +153 New
CFFP
638
Center for Financial Planning
Michigan
$8K +$8K +128 New
JFA
639
JNBA Financial Advisors
Minnesota
$7K
FHC
640
First Horizon Corporation
Tennessee
$7K +$187 +3 +3%
MWP
641
Meridian Wealth Partners
Pennsylvania
$7K +$7.06K +113 New
CHC
642
City Holding Co
West Virginia
$6K
HWM
643
HighMark Wealth Management
Minnesota
$6K
VCM
644
Versant Capital Management
Arizona
$6K +$812 +13 +15%
RA
645
Resolute Advisors
California
$6K +$6.19K +99 +660%
EWA
646
Evolution Wealth Advisors
Florida
$5K
MPWT
647
MassMutual Private Wealth & Trust
Connecticut
$5K +$1.38K +22 +42%
HPC
648
HM Payson & Co
Maine
$5K +$2.31K +37 +74%
EP
649
Eudaimonia Partners
Tennessee
$5K +$5K +80 New
PFGIA
650
Patriot Financial Group Insurance Agency
Massachusetts
$4K

PCAR Hedge Fund Activity: Q1 2021 in Review

675 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in PACCAR (PCAR) for Q1 2021, worth a combined $20.8B — up 9.3% from $19.1B a quarter earlier.

Buyers outnumbered sellers: 86 funds opened new PCAR positions and 62 closed out — a net gain of 24 holders — while 237 added to existing stakes and 243 trimmed.

The largest buyer was ARK Investment Management, opening a new position worth an estimated $296M. The largest seller was Capital World Investors, cutting an estimated $106M.

  • 675 institutional investors held PACCAR (PCAR) as of Q1 2021, up from 656 in Q4 2020.
  • Funds reported $20.8B of PACCAR stock for Q1 2021, up 9.3% quarter-over-quarter.
  • 86 funds opened new PACCAR positions in Q1 2021 and 62 closed out, a net change of +24 holders.
  • The largest PACCAR buyer in Q1 2021 was ARK Investment Management, an estimated $296M added.
  • The largest PACCAR seller in Q1 2021 was Capital World Investors, an estimated $106M sold.

Based on aggregated 13F filings for Q1 2021.