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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.

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 Market Value Shares Shares
Change 		Shares
Change %
NFSG
901
Newbridge Financial Services Group
Florida
$3.91K 40 +40 New
VAG
902
VisionPoint Advisory Group
Texas
$3.71K 38 -19 -33%
TCA
903
Trifecta Capital Advisors
Illinois
$3.32K 34 – –
RTL
904
Red Tortoise LLC
Georgia
$3.03K 31 – –
CFD
905
Creative Financial Designs
Indiana
$3.03K 31 +31 New
FMP
906
Financial Management Professionals
Texas
$3K 28 +28 New
TAM
907
Tucker Asset Management
Colorado
$2.93K 30 – –
ETC
908
Exchange Traded Concepts
Oklahoma
$2.83K 29 -6 -17%
CWC
909
Carolinas Wealth Consulting
North Carolina
$2.72K 27 – –
LTI
910
Laffer Tengler Investments
Tennessee
$2.64K 27 +27 New
RWPA
911
Richard W. Paul & Associates
Michigan
$2.54K 26 – –
BHWM
912
Beaird Harris Wealth Management
Texas
$2.34K 24 +24 New
CTA
913
Colonial Trust Advisors
South Carolina
$2.15K 22 – –
GI
914
Gradient Investments
Minnesota
$2.15K 22 – –
HIA
915
Harbor Investment Advisory
Maryland
$2.05K 21 – –
Jones Financial Companies
916
Jones Financial Companies
Missouri
$2.05K 21 +18 +600%
FMTCOCP
917
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$2K 24 – –
AW
918
Avion Wealth
Texas
$2K 25 +1 +4%
BWM
919
Baystate Wealth Management
Massachusetts
$1.95K 19 +1 +6%
NSIM
920
North Star Investment Management
Illinois
$1.86K 19 – –
Kayne Anderson Rudnick Investment Management
921
Kayne Anderson Rudnick Investment Management
California
$1.86K 19 +7 +58%
AA
922
Ancora Advisors
Ohio
$1.8K 18 – –
TWP
923
TFO Wealth Partners
Ohio
$1.37K 14 – –
TWD
924
True Wealth Design
Ohio
$1.17K 12 – –
FSWA
925
Financial Synergies Wealth Advisors
Texas
$990 10 -5 -33%
35 36
37
38 39