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828 hedge funds and large institutions have $25.8B invested in PACCAR in 2023 Q1 according to their latest regulatory filings, with 98 funds opening new positions, 337 increasing their positions, 344 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more call options, than puts

Call options by funds: $127M | Put options by funds: $70.7M

31% more first-time investments, than exits

New positions opened: 98 | Existing positions closed: 75

18% more funds holding in top 10

Funds holding in top 10: 1113 (+2)

14% more capital invested

Capital invested by funds: $22.7B → $25.8B (+$3.12B)

1% more funds holding

Funds holding: 821828 (+7)

2% less repeat investments, than reductions

Existing positions increased: 337 | Existing positions reduced: 344

32.27% less ownership

Funds ownership: 100.21%67.94% (-32%)

Holders
828
Holders Change
+7
Holders Change %
+0.85%
% of All Funds
13.2%
Holding in Top 10
13
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+18.18%
% of All Funds
0.21%
New
98
Increased
337
Reduced
344
Closed
75
Calls
$127M
Puts
$70.7M
Net Calls
+$56.3M
Net Calls Change
+$14.3M
Name Holding Trade Value Shares
Change
Change in
Stake
IMCOOI
251
Investment Management Corp of Ontario (IMCO)
Canada
$4.12M +$2.59M +36,240 +180%
BHWA
252
Beacon Harbor Wealth Advisors
Virginia
$4.11M +$4.02M +56,161 New
CWP
253
Capital Wealth Planning
Florida
$4.06M +$500K +6,991 +14%
OAM
254
Oppenheimer Asset Management
New York
$4.04M -$90K -1,258 -2%
IAIM
255
Industrial Alliance Investment Management
Quebec, Canada
$4.03M +$1.52M +21,301 +63%
PNC Financial Services Group
256
PNC Financial Services Group
Pennsylvania
$4.02M -$169K -2,355 -4%
WG
257
Watchman Group
Texas
$3.92M -$787 -11 -0%
IMPI
258
Ilmarinen Mutual Pension Insurance
Finland
$3.84M
RBA
259
Richard Bernstein Advisors
New York
$3.82M -$72 -1 -0%
DILIC
260
Dai-ichi Life Insurance Company
Japan
$3.73M +$2.58M +36,000 +240%
Mackenzie Financial
261
Mackenzie Financial
Ontario, Canada
$3.7M -$8.05M -112,465 -69%
M&T Bank
262
M&T Bank
New York
$3.67M -$1.57M -21,989 -30%
QCM
263
Quantinno Capital Management
New York
$3.66M -$371K -5,185 -9%
TRSOTSOK
264
Teachers Retirement System of the State of Kentucky
Kentucky
$3.56M -$72 -1 -0%
WBC
265
Westpac Banking Corp
Australia
$3.52M +$123K +1,718 +4%
HCM
266
Hudson Capital Management
New Jersey
$3.51M +$102K +1,420 +3%
AM
267
AGF Management
Ontario, Canada
$3.45M +$3.37M +47,122 New
Squarepoint
268
Squarepoint
New York
$3.44M -$1.94M -27,061 -37%
Northwestern Mutual Wealth Management
269
Northwestern Mutual Wealth Management
Wisconsin
$3.4M +$210K +2,936 +7%
BCIM
270
British Columbia Investment Management
British Columbia, Canada
$3.4M +$17.3K +242 +0.5%
Mariner
271
Mariner
Kansas
$3.36M +$323K +4,514 +11%
Brown Advisory
272
Brown Advisory
Maryland
$3.35M +$82.6K +1,154 +3%
Janney Montgomery Scott
273
Janney Montgomery Scott
Pennsylvania
$3.33M -$372K -5,196 -10%
Creative Planning
274
Creative Planning
Kansas
$3.32M +$36.4K +509 +1%
KWA
275
KCS Wealth Advisory
California
$3.3M -$37.4K -523 -1%

PCAR Hedge Fund Activity: Q1 2023 in Review

828 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in PACCAR (PCAR) for Q1 2023, worth a combined $25.8B — up 14% from $22.7B a quarter earlier.

Buyers outnumbered sellers: 98 funds opened new PCAR positions and 75 closed out — a net gain of 23 holders — while 337 added to existing stakes and 344 trimmed.

The largest buyer was Fisher Asset Management, opening a new position worth an estimated $340M. The largest seller was Northern Trust, cutting an estimated $231M.

  • 828 institutional investors held PACCAR (PCAR) as of Q1 2023, up from 821 in Q4 2022.
  • Funds reported $25.8B of PACCAR stock for Q1 2023, up 14% quarter-over-quarter.
  • 98 funds opened new PACCAR positions in Q1 2023 and 75 closed out, a net change of +23 holders.
  • The largest PACCAR buyer in Q1 2023 was Fisher Asset Management, an estimated $340M added.
  • The largest PACCAR seller in Q1 2023 was Northern Trust, an estimated $231M sold.

Based on aggregated 13F filings for Q1 2023.