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PACCAR
PCAR

Overview Fund Activity

852 hedge funds and large institutions have $28.9B invested in PACCAR in 2023 Q3 according to their latest regulatory filings, with 77 funds opening new positions, 323 increasing their positions, 309 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
852
Holders Change
+17
Holders Change %
+2.04%
% of All Funds
13.59%
Holding in Top 10
13
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-13.33%
% of All Funds
0.21%
New
77
Increased
323
Reduced
309
Closed
51
Calls
$145M
Puts
$117M
Net Calls
+$27.2M
Net Calls Change
-$40.3M

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$297M
2
EAM
2
Erste Asset Management
Austria
$43.6M
3
BlackRock
3
BlackRock
New York
$3.1B
4
Lord, Abbett & Co
4
Lord, Abbett & Co
New Jersey
$33.7M
5
Wealth Enhancement Advisory Services
5
Wealth Enhancement Advisory Services
Minnesota
$30.4M

Top Sellers

1
CGL
1
Clarius Group LLC
Washington
$56.4M
2
Harris Associates
2
Harris Associates
Illinois
$0
3
Holocene Advisors
3
Holocene Advisors
New York
$152M
4
Boston Partners
4
Boston Partners
Massachusetts
$0
5
Renaissance Technologies
5
Renaissance Technologies
New York
$70.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
CHP
626
Cable Hill Partners
Oregon
$288K +$63.1K +742 +28%
ZIMP
627
Zimmermann Investment Management & Planning
Pennsylvania
$287K -$30K -353 -9%
MMA
628
Miracle Mile Advisors
California
$287K +$45.7K +538 +19%
CAM
629
Crestone Asset Management
Colorado
$286K +$286K +3,364 New
TC
630
Telemus Capital
Michigan
$283K -$12.9K -152 -4%
CNBT
631
Canandaigua National Bank & Trust
New York
$283K +$283K +3,327 New
PWW
632
Pettyjohn Wood & White
Virginia
$277K – – –
BCM
633
Becker Capital Management
Oregon
$277K – – –
PWM
634
Perigon Wealth Management
California
$270K +$59.8K +703 +28%
LAM
635
L2 Asset Management
Massachusetts
$270K -$454K -1,471 -63%
SW
636
SVB Wealth
Massachusetts
$268K -$19.8K -233 -7%
KWM
637
Kingsview Wealth Management
Oregon
$266K +$60.2K +708 +29%
EAM
638
Evanson Asset Management
California
$264K +$850 +10 +0.3%
BAM
639
Bellevue Asset Management
Washington
$263K +$85 +1 +0%
Luther King Capital Management (LKCM)
640
Luther King Capital Management (LKCM)
Texas
$263K – – –
NC
641
NinePointTwo Capital
California
$262K -$9.09K -107 -3%
SWP
642
Stratos Wealth Partners
Ohio
$261K +$9.1K +107 +4%
LRIA
643
Leonard Rickey Investment Advisors
Washington
$259K -$425 -5 -0.2%
SIM
644
Sentry Investment Management
Wisconsin
$258K -$35.2K -413 -12%
AFG
645
Atomi Financial Group
New York
$257K +$257K +3,027 New
STA
646
Summit Trail Advisors
New York
$250K +$510 +6 +0.2%
Capstone Investment Advisors
647
Capstone Investment Advisors
New York
$250K +$250K +2,944 New
UCB
648
United Community Bank
South Carolina
$249K +$228K +2,687 +1,088%
FIA
649
Foundations Investment Advisors
Arizona
$248K +$3.06K +36 +1%
DBRC
650
D.B. Root & Company
Pennsylvania
$246K +$19.8K +233 +9%
24 25
26
27 28