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PACCAR

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
SFI
376
Siemens Fonds Invest
Germany
$1.41M -$3.08K -43 -0.2%
S
377
SimplyRich
California
$1.39M -$573 -8 -0%
BPWM
378
Badgley Phelps Wealth Managers
Washington
$1.37M +$79K +1,104 +6%
CC
379
Cipher Capital
New York
$1.37M -$2.71M -37,919 -67%
KRSITF
380
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1.36M -$8.37K -117 -0.6%
API
381
Advisor Partners II
California
$1.36M +$102K +1,425 +8%
HVM
382
Harvest Volatility Management
Connecticut
$1.36M -$232K -3,243 -15%
SCP
383
Syntal Capital Partners
Texas
$1.36M +$1.33M +18,516 New
PSP
384
Pacific Sage Partners
Washington
$1.35M +$10.4K +146 +0.8%
KeyBank National Association
385
KeyBank National Association
Ohio
$1.34M -$54K -755 -4%
CAN
386
Cetera Advisor Networks
California
$1.34M +$15.7K +220 +1%
SFS
387
Sowell Financial Services
Arkansas
$1.31M -$233K -3,250 -15%
AIP
388
Ameritas Investment Partners
Nebraska
$1.3M +$7.37K +103 +0.6%
AIA
389
Affinity Investment Advisors
California
$1.28M -$585K -8,178 -32%
WIM
390
Waycross Investment Management
Washington
$1.27M -$14K -195 -1%
LHC
391
Little House Capital
Massachusetts
$1.26M +$39K +545 +3%
GFPC
392
Global Financial Private Client
Florida
$1.26M +$124K +1,739 +11%
JCIA
393
Jackson Creek Investment Advisors
Colorado
$1.26M +$9.59K +134 +0.8%
CIC
394
Carnegie Investment Counsel
Ohio
$1.24M -$11.7K -164 -1%
Cambridge Investment Research Advisors
395
Cambridge Investment Research Advisors
Iowa
$1.24M -$77.8K -1,087 -6%
IIL
396
Insight Inv LLC
California
$1.22M -$167K -2,339 -12%
OIA
397
OneDigital Investment Advisors
Kansas
$1.2M +$37.8K +528 +3%
NMIMC
398
Northwestern Mutual Investment Management Company
Wisconsin
$1.2M +$4.15K +58 +0.4%
DGAM
399
Desjardins Global Asset Management
Quebec, Canada
$1.2M +$391K +5,458 +50%
TI
400
Tidal Investments
Wisconsin
$1.2M +$670K +9,368 +134%

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.