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821 hedge funds and large institutions have $22.7B invested in PACCAR in 2022 Q4 according to their latest regulatory filings, with 155 funds opening new positions, 337 increasing their positions, 220 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

288% more first-time investments, than exits

New positions opened: 155 | Existing positions closed: 40

53% more repeat investments, than reductions

Existing positions increased: 337 | Existing positions reduced: 220

45% more call options, than puts

Call options by funds: $135M | Put options by funds: $92.6M

38% more funds holding in top 10

Funds holding in top 10: 811 (+3)

19% more capital invested

Capital invested by funds: $19B → $22.7B (+$3.67B)

14% more funds holding

Funds holding: 721821 (+100)

2.31% more ownership

Funds ownership: 97.9%100.21% (+2.3%)

Holders
821
Holders Change
+100
Holders Change %
+13.87%
% of All Funds
13.2%
Holding in Top 10
11
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+37.5%
% of All Funds
0.18%
New
155
Increased
337
Reduced
220
Closed
40
Calls
$135M
Puts
$92.6M
Net Calls
+$42M
Net Calls Change
-$31.5M
Name Holding Trade Value Shares
Change
Change in
Stake
RVM
276
Robinson Value Management
Texas
$3.01M -$52.5K -804 -2%
KWA
277
KCS Wealth Advisory
California
$3M +$46.1K +705 +2%
Creative Planning
278
Creative Planning
Kansas
$2.96M -$320K -4,891 -10%
BPC
279
Banque Pictet & Cie
Switzerland
$2.94M +$242K +3,710 +9%
Brown Advisory
280
Brown Advisory
Maryland
$2.94M -$13.3K -203 -0.5%
DTL
281
Dynamic Technology Lab
Singapore
$2.94M +$1.8M +27,525 +162%
Balyasny Asset Management
282
Balyasny Asset Management
Illinois
$2.93M -$45.4M -695,343 -94%
EGM
283
Engineers Gate Manager
New York
$2.91M +$2.56M +39,155 +789%
CAPTRUST Financial Advisors
284
CAPTRUST Financial Advisors
North Carolina
$2.89M +$141K +2,152 +5%
Northwestern Mutual Wealth Management
285
Northwestern Mutual Wealth Management
Wisconsin
$2.87M +$203K +3,107 +8%
UB
286
UMB Bank
Missouri
$2.87M -$196K -3,000 -6%
D.E. Shaw & Co
287
D.E. Shaw & Co
New York
$2.86M +$1.5M +22,910 +112%
Fifth Third Bancorp
288
Fifth Third Bancorp
Ohio
$2.85M +$36.1K +553 +1%
SAM
289
Securian Asset Management
Minnesota
$2.82M +$12.9K +198 +0.5%
SFG
290
SNS Financial Group
Minnesota
$2.77M -$137K -2,092 -5%
BA
291
Bristlecone Advisors
Washington
$2.77M -$3.98M -60,904 -59%
Marshall Wace
292
Marshall Wace
United Kingdom
$2.77M +$2.74M +41,958 New
Mariner
293
Mariner
Kansas
$2.73M +$83.8K +1,282 +3%
KRS
294
Kentucky Retirement Systems
Kentucky
$2.71M +$11.6K +178 +0.4%
EMPI
295
Elo Mutual Pension Insurance
Finland
$2.66M +$78K +1,194 +3%
NB
296
Norinchukin Bank
Japan
$2.65M -$599K -9,175 -19%
AWM
297
AE Wealth Management
Kansas
$2.65M +$454K +6,947 +21%
MSRPS
298
Maryland State Retirement & Pension System
Maryland
$2.62M +$2.59M +39,692 New
Schroder Investment Management Group
299
Schroder Investment Management Group
United Kingdom
$2.61M -$96.9K -1,484 -4%
SO
300
STRS Ohio
Ohio
$2.61M +$237K +3,632 +10%

PCAR Hedge Fund Activity: Q4 2022 in Review

821 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in PACCAR (PCAR) for Q4 2022, worth a combined $22.7B — up 19% from $19B a quarter earlier.

Buyers outnumbered sellers: 155 funds opened new PCAR positions and 40 closed out — a net gain of 115 holders — while 337 added to existing stakes and 220 trimmed.

The largest buyer was Ontario Teachers' Pension Plan Board, opening a new position worth an estimated $333M. The largest seller was T. Rowe Price Associates, cutting an estimated $262M.

  • 821 institutional investors held PACCAR (PCAR) as of Q4 2022, up from 721 in Q3 2022.
  • Funds reported $22.7B of PACCAR stock for Q4 2022, up 19% quarter-over-quarter.
  • 155 funds opened new PACCAR positions in Q4 2022 and 40 closed out, a net change of +115 holders.
  • The largest PACCAR buyer in Q4 2022 was Ontario Teachers' Pension Plan Board, an estimated $333M added.
  • The largest PACCAR seller in Q4 2022 was T. Rowe Price Associates, an estimated $262M sold.

Based on aggregated 13F filings for Q4 2022.