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PACCAR
PCAR

Overview Fund Activity

934 hedge funds and large institutions have $33.9B invested in PACCAR in 2023 Q4 according to their latest regulatory filings, with 154 funds opening new positions, 328 increasing their positions, 322 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
934
Holders Change
+82
Holders Change %
+9.62%
% of All Funds
13.69%
Holding in Top 10
15
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+15.38%
% of All Funds
0.22%
New
154
Increased
328
Reduced
322
Closed
61
Calls
$151M
Puts
$148M
Net Calls
+$2.38M
Net Calls Change
-$24.9M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$1.26B
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$1.18B
3
TD Asset Management
3
TD Asset Management
Ontario, Canada
$202M
4
Point72 Asset Management
4
Point72 Asset Management
Connecticut
$87.4M
5
Deutsche Bank
5
Deutsche Bank
Germany
$265M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$2.03M
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$224M
3
Massachusetts Financial Services
3
Massachusetts Financial Services
Massachusetts
$763M
4
Hotchkis & Wiley Capital Management
4
Hotchkis & Wiley Capital Management
California
$164M
5
Amundi
5
Amundi
France
$143M
Name Holding Trade Value Shares
Change 		Shares
Change %
AFCM
651
Applied Finance Capital Management
Puerto Rico
$333K -$48.6K -498 -13%
FA
652
FDx Advisors
Illinois
$332K -$1.56K -16 -0.5%
MWM
653
Meridian Wealth Management
Kentucky
$329K -$322K -3,300 -49%
BCM
654
Becker Capital Management
Oregon
$328K – – –
DAS
655
Dynamic Advisor Solutions
Arizona
$328K -$9.74K -104 -3%
PMSA
656
Patrick M. Sweeney & Associates
Illinois
$328K +$328K +3,354 New
CC
657
Cipher Capital
New York
$327K +$327K +3,345 New
SCG
658
Sonata Capital Group
Washington
$325K +$58.6K +600 +22%
PPWP
659
Premier Path Wealth Partners
New Jersey
$323K +$323K +3,308 New
NAS
660
Nicolet Advisory Services
Wisconsin
$323K +$3.28K +35 +1%
TC
661
Telemus Capital
Michigan
$322K -$2.44K -25 -0.8%
CP
662
Camelot Portfolios
Ohio
$322K +$322K +3,300 New
FCP
663
Fidelis Capital Partners
Florida
$321K +$59.4K +608 +23%
SAG
664
SageView Advisory Group
California
$320K +$320K +3,136 New
PWW
665
Pettyjohn Wood & White
Virginia
$319K – – –
PA
666
PFG Advisors
Arizona
$317K -$31.4K -322 -9%
CIP
667
Convergence Investment Partners
Florida
$317K +$317K +3,249 New
FIA
668
Foundations Investment Advisors
Arizona
$317K +$18.7K +183 +6%
KWM
669
Kingsview Wealth Management
Oregon
$315K +$9.77K +100 +3%
ACM
670
Absolute Capital Management
Pennsylvania
$312K +$312K +3,200 New
STA
671
Summit Trail Advisors
New York
$309K +$13.4K +133 +5%
ZIMP
672
Zimmermann Investment Management & Planning
Pennsylvania
$308K -$20.9K -214 -6%
AA
673
Auxano Advisors
Washington
$307K -$37.2K -381 -11%
CI Investments Inc
674
CI Investments Inc
Ontario, Canada
$306K +$159K +1,628 +108%
EAM
675
Evanson Asset Management
California
$305K +$879 +9 +0.3%
25 26
27
28 29