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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 %
MOS
701
MGO One Seven
Ohio
$262K +$262K +2,680 New
CIA
702
Concurrent Investment Advisors
Florida
$261K +$261K +2,676 New
PCIA
703
Prime Capital Investment Advisors
Kansas
$261K +$261K +2,673 New
AAIS
704
ABN AMRO Investment Solutions
$259K +$259K +2,651 New
LTAS
705
Linden Thomas Advisory Services
North Carolina
$258K +$258K +2,637 New
HWM
706
Hohimer Wealth Management
Washington
$256K – – –
GIA
707
Gateway Investment Advisers
Ohio
$251K -$9.96K -102 -4%
HGWM
708
Horst & Graben Wealth Management
Oregon
$250K – – –
PP
709
PDS Planning
Ohio
$247K +$1.95K +20 +0.8%
AI
710
AXS Investments
New York
$244K +$244K +2,500 New
I
711
InceptionR
California
$243K +$243K +2,492 New
CIBC Private Wealth Group
712
CIBC Private Wealth Group
Georgia
$243K +$243K +2,485 New
FFN
713
Focus Financial Network
Minnesota
$242K +$242K +2,399 New
PCS
714
Personal CFO Solutions
New Jersey
$242K -$38.6K -395 -14%
MLA
715
My Legacy Advisors
Oregon
$239K +$239K +2,532 New
SCM
716
Stevens Capital Management
Pennsylvania
$239K -$302K -3,086 -56%
PWPS
717
Pinnacle Wealth Planning Services
Ohio
$238K -$976 -10 -0.4%
TCOO
718
Trust Company of Oklahoma
Oklahoma
$238K +$238K +2,439 New
LC
719
Lindbrook Capital
California
$237K +$46.7K +478 +25%
RWP
720
RWA Wealth Partners
Massachusetts
$236K +$236K +2,418 New
AG
721
Ascent Group
Virginia
$236K +$236K +2,222 New
BWP
722
BSW Wealth Partners
Colorado
$235K +$235K +2,408 New
MMA
723
Miracle Mile Advisors
California
$233K -$96K -983 -29%
FOA
724
Five Oceans Advisors
California
$232K -$2.54K -26 -1%
RG
725
Rathbones Group
United Kingdom
$231K – – –
27 28
29
30 31