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630 hedge funds and large institutions have $17.4B invested in PACCAR in 2021 Q3 according to their latest regulatory filings, with 59 funds opening new positions, 237 increasing their positions, 236 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more call options, than puts

Call options by funds: $96.8M | Put options by funds: $54.4M

0.44% more ownership

Funds ownership: 94.95%95.38% (+0.44%)

0% more repeat investments, than reductions

Existing positions increased: 237 | Existing positions reduced: 236

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

3% less funds holding

Funds holding: 647630 (-17)

11% less first-time investments, than exits

New positions opened: 59 | Existing positions closed: 66

11% less capital invested

Capital invested by funds: $19.6B → $17.4B (-$2.14B)

Holders
630
Holders Change
-17
Holders Change %
-2.63%
% of All Funds
11.03%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
59
Increased
237
Reduced
236
Closed
66
Calls
$96.8M
Puts
$54.4M
Net Calls
+$42.4M
Net Calls Change
-$68.9M
Name Holding Trade Value Shares
Change
Change in
Stake
CG
676
Colony Group
Massachusetts
-$214K -3,599 Closed
WW
677
Westshore Wealth
California
-$200K -3,368 Closed
FMT
678
First Mercantile Trust
Tennessee
-$147K -2,475 Closed
SAM
679
Shell Asset Management
Netherlands
-$112K -1,884 Closed
EFSCE
680
Enterprise Financial Services Corp (EFSC)
Missouri
-$102K -1,724 Closed
PSIWM
681
Paradigm Strategies in Wealth Management
Minnesota
-$36K -600 Closed
H
682
Hexavest
Quebec, Canada
-$24K -405 Closed
AF
683
Advisornet Financial
Minnesota
-$23K -390 Closed
CFO
684
CVA Family Office
Colorado
-$18K -308 Closed
TCOV
685
Trust Company of Vermont
Vermont
-$13K -216 Closed
Optiver Holding
686
Optiver Holding
Netherlands
-$10K -167 Closed
JFGIW
687
Johnson Financial Group Inc (Wisconsin)
Wisconsin
-$9K -150 Closed
LWCFA
688
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
-$6K -93 Closed
HWMA
689
Heritage Wealth Management (Arizona)
Arizona
-$5K -77 Closed
SB
690
Strategic Blueprint
Georgia
-$4K -74 Closed
AWM
691
Accel Wealth Management
Iowa
-$2K -35 Closed
KFP
692
KB Financial Partners
New Jersey
-$2K -30 Closed
UFF
693
USA Financial Formulas
Michigan
-$2K -30 Closed
SFO
694
Standard Family Office
South Dakota
-$2K -29 Closed
AIA
695
Arcadia Investment Advisors
Idaho
-$803 -14 Closed
JWM
696
Janiczek Wealth Management
Colorado
+$499 +9 New
ADL
697
Asset Dedication LLC
California
+$888 +16 +800%

PCAR Hedge Fund Activity: Q3 2021 in Review

630 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in PACCAR (PCAR) for Q3 2021, worth a combined $17.4B — down 11% from $19.6B a quarter earlier.

Sellers outnumbered buyers: 66 funds closed out of PCAR and 59 opened new positions — a net loss of 7 holders — while 236 trimmed existing stakes and 237 added.

The largest buyer was Massachusetts Financial Services, adding an estimated $465M. The largest seller was Capital World Investors, cutting an estimated $908M.

  • 630 institutional investors held PACCAR (PCAR) as of Q3 2021, down from 647 in Q2 2021.
  • Funds reported $17.4B of PACCAR stock for Q3 2021, down 11% quarter-over-quarter.
  • 59 funds opened new PACCAR positions in Q3 2021 and 66 closed out, a net change of -7 holders.
  • The largest PACCAR buyer in Q3 2021 was Massachusetts Financial Services, an estimated $465M added.
  • The largest PACCAR seller in Q3 2021 was Capital World Investors, an estimated $908M sold.

Based on aggregated 13F filings for Q3 2021.