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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 %
SWP
676
Stratos Wealth Partners
Ohio
$304K +$3.32K +34 +1%
BAM
677
Bellevue Asset Management
Washington
$302K – – –
CAM
678
Cidel Asset Management
Ontario, Canada
$302K +$302K +3,095 New
AC
679
Avestar Capital
New York
$302K +$302K +3,009 New
WAM
680
Watershed Asset Management
California
$295K +$295K +3,024 New
Focus Partners Wealth
681
Focus Partners Wealth
Massachusetts
$294K +$294K +3,009 New
UCB
682
United Community Bank
South Carolina
$286K -$293 -3 -0.1%
SIA
683
Soltis Investment Advisors
Utah
$284K +$19K +195 +7%
RA
684
RFG Advisory
Alabama
$283K +$40.5K +415 +17%
PWM
685
Perigon Wealth Management
California
$283K -$26.9K -276 -9%
JMFC
686
J.M. Forbes & Co
Massachusetts
$281K +$19.5K +200 +7%
VT
687
Vise Technologies
New York
$280K +$280K +2,871 New
Wolverine Trading
688
Wolverine Trading
Illinois
$279K -$195K -1,994 -41%
DBRC
689
D.B. Root & Company
Pennsylvania
$275K -$7.71K -79 -3%
TF
690
Trek Financial
Arizona
$274K +$274K +2,805 New
CAWM
691
Capital Advisors Wealth Management
Washington
$271K +$271K +2,780 New
CAG
692
Crestwood Advisors Group
Massachusetts
$271K +$3.71K +38 +1%
DWM
693
Drive Wealth Management
Utah
$270K +$15.6K +155 +6%
Luther King Capital Management (LKCM)
694
Luther King Capital Management (LKCM)
Texas
$269K -$33.2K -340 -11%
SIM
695
Sentry Investment Management
Wisconsin
$267K -$28.7K -294 -10%
RB
696
Renasant Bank
Mississippi
$267K -$10.3K -105 -4%
RPWA
697
Regent Peak Wealth Advisors
Georgia
$266K +$5.57K +57 +2%
IFWM
698
Institute for Wealth Management
Colorado
$265K -$6.25K -64 -2%
WW
699
Westshore Wealth
California
$265K – – –
RA
700
Rational Advisors
New York
$263K +$52.8K +541 +25%
26 27
28
29 30