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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
SB
626
Strategic Blueprint
Georgia
$4K +$4.54K +74 New
BWM
627
BerganKDV Wealth Management
Minnesota
$3K
UFF
628
USA Financial Formulas
Michigan
$2K -$2M -32,651 -100%
SFO
629
Standard Family Office
South Dakota
$2K -$92.2K -1,504 -98%
TAIM
630
TD Ameritrade Investment Management
Nebraska
$2K -$12.6K -205 -85%
CWC
631
Carolinas Wealth Consulting
North Carolina
$2K -$61 -1 -3%
FBT
632
First Bank & Trust
South Dakota
$2K
KFP
633
KB Financial Partners
New Jersey
$2K
AWM
634
Accel Wealth Management
Iowa
$2K +$123 +2 +6%
TLFA
635
True Link Financial Advisors
California
$2K +$2.33K +38 New
APWA
636
Atlas Private Wealth Advisors
New Jersey
$1K -$613 -10 -42%
SWA
637
SOA Wealth Advisors
New York
$1K -$552 -9 -22%
BWM
638
Baystate Wealth Management
Massachusetts
$1K
BA
639
Bellwether Advisors
Nebraska
$1K
HIA
640
Harbor Investment Advisory
Maryland
$1K
KFI
641
Key Financial Inc
Pennsylvania
$1K
SFSIG
642
San Francisco Sentry Investment Group
California
$1K
CA
643
Clearstead Advisors
Ohio
$1K +$1.1K +18 New
GFPC
644
Global Financial Private Client
Florida
$977
AIA
645
Arcadia Investment Advisors
Idaho
$803 +$858 +14 New
BBHC
646
Brown Brothers Harriman & Co
New York
$288 -$1.9K -31 -0.6%
MGIM
647
M&G Investment Management
United Kingdom
$273 -$957K -15,606 -77%
NAMA
648
Nikko Asset Management Americas
New York
-$113M -1,821,572 Closed
CPC
649
Cookson Peirce & Co
Pennsylvania
-$21.1M -341,216 Closed
PR
650
Payden & Rygel
California
-$17.9M -288,750 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.