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PACCAR
PCAR

Overview Fund Activity

933 hedge funds and large institutions have $33.9B invested in PACCAR in 2023 Q4 according to their latest regulatory filings, with 153 funds opening new positions, 328 increasing their positions, 322 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
933
Holders Change
+81
Holders Change %
+9.51%
% of All Funds
13.68%
Holding in Top 10
15
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+15.38%
% of All Funds
0.22%
New
153
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 %
LL
726
LWMG LLC
Minnesota
$231K +$231K +2,361 New
MC
727
Moors & Cabot
Massachusetts
$226K +$226K +2,315 New
LRIA
728
Leonard Rickey Investment Advisors
Washington
$225K -$72.6K -744 -24%
IWM
729
Integris Wealth Management
California
$225K +$225K +2,305 New
BSW
730
Buckingham Strategic Wealth
Missouri
$225K +$225K +2,305 New
IAN
731
Integrated Advisors Network
Texas
$225K +$225K +2,300 New
SQA
732
Simon Quick Advisors
New Jersey
$224K +$224K +2,298 New
MAWA
733
Moss Adams Wealth Advisors
Washington
$224K -$245K -2,488 -52%
BCM
734
Brookstone Capital Management
Illinois
$224K +$224K +2,291 New
AFT
735
Alpha Family Trust
California
$222K +$222K +2,277 New
BIM
736
Baldwin Investment Management
Pennsylvania
$218K +$218K +2,228 New
SGI
737
Summit Global Investments
Utah
$215K +$215K +2,205 New
AA
738
Aire Advisors
California
$213K +$213K +2,181 New
SIA
739
Schechter Investment Advisors
Michigan
$213K -$29.3K -300 -12%
TCM
740
Traynor Capital Management
Pennsylvania
$213K +$213K +2,179 New
PWMAG
741
Pinnacle Wealth Management Advisory Group
New Jersey
$211K +$211K +2,163 New
PHIC
742
Pine Haven Investment Counsel
Massachusetts
$210K +$210K +2,152 New
BFM
743
Boothbay Fund Management
New York
$208K +$208K +2,131 New
AWA
744
Aaron Wealth Advisors
Illinois
$205K +$205K +2,100 New
4WM
745
4J Wealth Management
Virginia
$205K +$205K +2,100 New
VSQM
746
V-Square Quantitative Management
Illinois
$203K -$37.9K -388 -16%
CIS
747
Custom Index Systems
New York
$203K +$203K +2,075 New
RSWM
748
Robertson Stephens Wealth Management
California
$201K +$201K +1,996 New
KP
749
Keel Point
Alabama
$200K +$200K +2,050 New
GWSG
750
GPS Wealth Strategies Group
Colorado
$188K – – –
28 29
30
31 32