Signals

PKG

57 in-universe funds with a nonzero position in PKG within the trailing 4 quarters, as of 2025Q1

Flow ranking

Rank#8505
Score / z0.000 / -0.03
Consensus21.12 over 33 funds
Momentumnot computed

Price & positioning

226 cached closes, trailing year
Drawdownnot computed
Short interestnot computed

Forensics

No XBRL fundamentals on file for this issuer — either not backfilled yet, or a financial/REIT excluded from these ratios. Not the same as clean.

Insider

No Form 4 activity on file for this ticker.

8-K events

No 8-K activity on file for this ticker.

Ownership

No ownership or capital-structure filings on file for this ticker.

LLM reads

Ticker Eval hasn't reached this ticker yet. It's gated to the top of the ranking, so this is an ordering artefact, not a judgement.
Quarter
Fund AUM ($M)
Fund Positions
Quarters Held

Fund holders

Fund Quality Q Positions Value ($M) % of Fund AUM Qtrs Held Δ 1Q Δ 2Q Δ 3Q Δ 4Q
BANK OF AMERICA CORP /DE/ (BAC, BAC-PB, BAC-PE, BAC-PK, BAC-PL, BAC-PM, BAC-PN, BAC-PO, BAC-PP, BAC-PQ, BAC-PS, BML-PG, BML-PL) CIK 0000070858 0.982 5665 269.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ) CIK 0000895421 0.985 8402 264.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Legal & General Group Plc CIK 0000764068 0.977 3391 107.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 82.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 44.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 37.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM CIK 0000919079 0.958 1061 30.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM CIK 0001081019 0.941 3002 21.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main CIK 0001694217 0.925 1050 14.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BANK OF NOVA SCOTIA (BNS) CIK 0000009631 0.823 1023 10.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
STRS OHIO CIK 0000820478 0.777 2154 10.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DANSKE BANK A/S CIK 0000800177 0.902 1138 6.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 6.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Lansforsakringar Fondforvaltning AB (publ) CIK 0002059323 0.793 591 6.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 5.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
VOYA INVESTMENT MANAGEMENT LLC CIK 0001068837 0.806 2484 5.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
STOREBRAND ASSET MANAGEMENT AS CIK 0001685676 0.903 762 5.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
IFM Investors Pty Ltd CIK 0001698246 0.822 641 4.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ABN AMRO INVESTMENT SOLUTIONS CIK 0002080520 0.678 616 3.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
CIM, LLC CIK 0001364725 0.348 169 2.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Talon Private Wealth, LLC CIK 0001990467 0.144 231 2.4 0.3% 2 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Wealthfront Advisers LLC CIK 0001763921 0.976 1119 2.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MACKENZIE FINANCIAL CORP CIK 0000919859 0.842 1534 2.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LETSON INVESTMENT MANAGEMENT, INC. CIK 0002078069 0.401 104 1.9 0.8% 2 -0.5 pp +0.8 pp +0.8 pp +0.8 pp
Union Heritage Capital, LLC CIK 0001862428 0.324 65 1.8 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
TEXAS PERMANENT SCHOOL FUND CORP CIK 0001223779 0.940 15 1.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Rakuten Investment Management, Inc. CIK 0002062680 0.973 467 1.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Focus Partners Wealth CIK 0001542153 0.901 2759 1.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Swiss Life Asset Management Ltd CIK 0001637689 0.827 1641 1.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CCM INVESTMENT GROUP, LLC CIK 0002067069 0.658 207 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
111 Capital CIK 0002060412 0.025 488 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Caldwell Trust Co CIK 0002080218 0.488 811 0.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 0.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Venture Visionary Partners LLC CIK 0001792283 0.558 673 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FUTURE YOU WEALTH LLC CIK 0002055142 0.657 58 0.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Leonteq Securities AG CIK 0001535950 0.270 1190 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Aegis Wealth Management LLC CIK 0001628818 0.188 160 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
ALGERT GLOBAL LLC CIK 0001275218 0.156 1234 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bank Pictet & Cie (Europe) AG CIK 0001123274 0.821 204 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NorthCoast Asset Management LLC CIK 0001665198 0.584 478 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Provenance Wealth Advisors, LLC CIK 0002081584 0.887 609 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
WINNACLE WEALTH LLC CIK 0002079687 0.197 137 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Tortoise Investment Management, LLC CIK 0001599511 0.615 252 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA CIK 0002071170 0.206 690 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
WPG Advisers, LLC CIK 0002067343 0.198 1549 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NEW YORK STATE COMMON RETIREMENT FUND CIK 0000810265 0.920 3173 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Prestige Wealth Management Group LLC CIK 0001772715 0.370 1101 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
RAFFA WEALTH MANAGEMENT, LLC CIK 1631073 0.797 1591 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Aventura Private Wealth, LLC CIK 0002074418 0.307 986 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PICTON MAHONEY ASSET MANAGEMENT CIK 0001539041 0.447 1346 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CHESAPEAKE ASSET MANAGEMENT LLC CIK 0001079397 0.155 362 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Principia Wealth Advisory, LLC CIK 0002041436 0.234 1064 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ONTARIO TEACHERS PENSION PLAN BOARD CIK 0000937567 0.000 55 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Danica Pension, Livsforsikringsaktieselskab CIK 0002096095 0.689 184 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
AEGON ASSET MANAGEMENT UK PLC CIK 1539994 0.692 172 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
Value and % of AUM are this fund's own disclosed long-equity book (13F does not report true firm AUM). Positions is the fund's total position count (all tickers, not just PKG). Qtrs Held counts distinct quarters this fund has actually held PKG (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its PKG position size. Δ columns are the percentage-point change in PKG's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2024Q4 / 2024Q3 / 2024Q2 / 2024Q1) — a fund not yet holding it that far back is treated as 0%. Only in-universe (quality-scored) funds are shown, matching the Signals-tab methodology.
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status