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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
BA
676
Bellwether Advisors
Nebraska
$1K
HIA
677
Harbor Investment Advisory
Maryland
$1K
JWM
678
Janiczek Wealth Management
Colorado
$1K
SWA
679
SOA Wealth Advisors
New York
$1K
CSWM
680
Cassady Schiller Wealth Management
Ohio
$1K +$636 +11 New
MSFP
681
Mark Sheptoff Financial Planning
Connecticut
$1K +$867 +15 New
AA
682
Addison Advisors
Vermont
$1K +$1.04K +18 New
CWS
683
Confluence Wealth Services
Pennsylvania
$1K +$1.04K +18 New
CWM
684
Curi Wealth Management
North Carolina
$1K +$1.33K +23 New
WTA
685
Washington Trust Advisors
Massachusetts
$1K +$1.33K +23 New
GFPC
686
Global Financial Private Client
Florida
$971
CQS
687
Credential Qtrade Securities
$794 +$809 +14 New
BBHC
688
Brown Brothers Harriman & Co
New York
$364 +$78K +1,350 +28%
WA
689
WestEnd Advisors
North Carolina
$176 +$173 +3 New
MAMU
690
Marathon Asset Management (UK)
United Kingdom
-$62.7M -1,191,146 Closed
Renaissance Technologies
691
Renaissance Technologies
New York
-$44.8M -851,345 Closed
PI
692
PGGM Investments
Netherlands
-$16.6M -316,374 Closed
SAM
693
Scopus Asset Management
New York
-$9.87M -187,500 Closed
ACI
694
AMP Capital Investors
Australia
-$9.38M -178,214 Closed
SEC
695
Seven Eight Capital
New York
-$4.26M -81,030 Closed
ACM
696
Arosa Capital Management
Florida
-$3.16M -60,000 Closed
Capstone Investment Advisors
697
Capstone Investment Advisors
New York
-$2.77M -47,933 Closed
CM
698
Caption Management
Oklahoma
-$1.81M -34,500 Closed
YIH
699
Y-Intercept (HK)
Hong Kong
-$1.24M -23,576 Closed
RIM
700
Redwood Investment Management
Arizona
-$1.16M -22,034 Closed