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PACCAR

690 hedge funds and large institutions have $19.4B invested in PACCAR in 2021 Q4 according to their latest regulatory filings, with 126 funds opening new positions, 240 increasing their positions, 234 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

110% more first-time investments, than exits

New positions opened: 126 | Existing positions closed: 60

85% more call options, than puts

Call options by funds: $55.4M | Put options by funds: $30M

50% more funds holding in top 10

Funds holding in top 10: 69 (+3)

12% more capital invested

Capital invested by funds: $17.4B → $19.4B (+$2.01B)

10% more funds holding

Funds holding: 630690 (+60)

3% more repeat investments, than reductions

Existing positions increased: 240 | Existing positions reduced: 234

0.02% less ownership

Funds ownership: 95.38%95.36% (-0.02%)

Holders
690
Holders Change
+60
Holders Change %
+9.52%
% of All Funds
10.62%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.14%
New
126
Increased
240
Reduced
234
Closed
60
Calls
$55.4M
Puts
$30M
Net Calls
+$25.4M
Net Calls Change
-$17M
Name Holding Trade Value Shares
Change
Change in
Stake
CTC
651
Central Trust Company
Missouri
$6K -$578 -10 -9%
JFA
652
JNBA Financial Advisors
Minnesota
$6K
MHR
653
Matthew Hamilton Rosenberg
$6K
TSWM
654
Tyler-Stone Wealth Management
Ohio
$6K +$6.24K +108 New
HWM
655
HighMark Wealth Management
Minnesota
$5K
CWP
656
Concord Wealth Partners
Virginia
$5K +$2.25K +39 +100%
JIR
657
James Investment Research
Ohio
$5K +$5.2K +90 New
JWA
658
JFS Wealth Advisors
Pennsylvania
$5K +$5.2K +90 New
BIA
659
Bell Investment Advisors
California
$4K -$983 -17 -19%
WFS
660
Widmann Financial Services
Maryland
$4K +$4.33K +75 New
VCM
661
Versant Capital Management
Arizona
$3K -$347 -6 -10%
FPS
662
Fieldpoint Private Securities
Connecticut
$3K
SC
663
Sierra Capital
Florida
$3K +$2.6K +45 New
LWA
664
Lenox Wealth Advisors
New York
$3K +$2.95K +51 New
SC
665
Schubert & Co
Texas
$3K +$2.95K +51 New
Lazard Asset Management
666
Lazard Asset Management
New York
$2K -$734K -12,707 -100%
BWM
667
BerganKDV Wealth Management
Minnesota
$2K -$4.33K -75 -70%
HPC
668
HM Payson & Co
Maine
$2K -$2.83K -49 -56%
CWC
669
Carolinas Wealth Consulting
North Carolina
$2K
FBT
670
First Bank & Trust
South Dakota
$2K
KFP
671
KB Financial Partners
New Jersey
$2K +$1.73K +30 New
AWM
672
Accel Wealth Management
Iowa
$2K +$2.02K +35 New
HVM
673
Harvest Volatility Management
Connecticut
$1.87K +$447K +7,735 +32%
KFI
674
Key Financial Inc
Pennsylvania
$1K -$8.67K -150 -93%
BWM
675
Baystate Wealth Management
Massachusetts
$1K