We are live on ! Find out more
PCAR icon

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
Bessemer Group
401
Bessemer Group
New Jersey
$1.19M +$119K +1,666 +11%
KAS
402
Kestra Advisory Services
Texas
$1.19M -$82.9K -1,159 -7%
MGP
403
Metis Global Partners
California
$1.18M +$378K +5,275 +49%
FT
404
Fiduciary Trust
Massachusetts
$1.17M +$9.16K +128 +0.8%
BBVA
405
Banco Bilbao Vizcaya Argentaria
Spain
$1.17M +$208K +2,902 +22%
Balyasny Asset Management
406
Balyasny Asset Management
Illinois
$1.16M -$2.05M -28,609 -64%
EGM
407
Engineers Gate Manager
New York
$1.14M -$2.04M -28,533 -65%
OAM
408
Ostrum Asset Management
France
$1.13M +$1.1M +15,395 New
PAG
409
Private Advisor Group
New Jersey
$1.12M +$1.1M +15,350 New
UCFA
410
United Capital Financial Advisors
Texas
$1.11M -$349K -4,872 -24%
PNC
411
Park National Corp
Ohio
$1.1M -$143 -2 -0%
KIA
412
KCM Investment Advisors
California
$1.09M -$1K -14 -0.1%
CT
413
Columbia Trust
Oregon
$1.08M +$1.06M +14,775 New
MA
414
Montag & Associates
Georgia
$1.08M -$71.8K -1,003 -6%
MFS
415
Mirabella Financial Services
United Kingdom
$1.08M +$445K +6,215 +73%
SP
416
Symmetry Partners
Connecticut
$1.07M +$348K +4,864 +50%
EHC
417
Everett Harris & Co
California
$1.05M -$119K -1,663 -10%
EF
418
Empirical Finance
Pennsylvania
$1.05M +$51.9K +725 +5%
IC
419
IEQ Capital
California
$1.05M +$45.2K +632 +5%
DWT
420
Dorsey & Whitney Trust
South Dakota
$1.04M +$9.02K +126 +0.9%
OPS
421
Orion Portfolio Solutions
Nebraska
$1.04M +$363K +5,077 +56%
BCI
422
Brinker Capital Investments
Pennsylvania
$1.04M +$706K +9,872 +227%
CANY
423
Caxton Associates (New York)
New York
$1.04M -$337K -4,716 -25%
WF
424
Wayfinding Financial
Washington
$1.02M +$24.6K +344 +3%
Cetera Investment Advisers
425
Cetera Investment Advisers
Illinois
$1.01M -$9.3K -130 -0.9%

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.