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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
GC
426
Grimes & Company
Massachusetts
$1M +$215 +3 +0%
ACS
427
Archford Capital Strategies
Illinois
$997K +$135K +1,889 +15%
SFI
428
SPC Financial Inc
Maryland
$996K +$974K +13,605 New
WI
429
WBI Investments
New Jersey
$993K +$971K +13,565 New
TRCT
430
Tower Research Capital (TRC)
New York
$984K +$4.22K +59 +0.4%
LJHT
431
Laurie J. Hall Trustee
$979K
JFG
432
Jefferies Financial Group
New York
$952K -$7.55M -105,462 -89%
FAIM
433
Financial Advocates Investment Management
Washington
$949K +$4.65K +65 +0.5%
RWA
434
Redhawk Wealth Advisors
Minnesota
$948K +$927K +12,956 New
MCM
435
Mork Capital Management
California
$942K
NERM
436
New England Research & Management
Illinois
$931K +$911K +12,725 New
RP
437
Riverwater Partners
Wisconsin
$917K -$29.8K -416 -3%
MYLI
438
Meiji Yasuda Life Insurance
Japan
$916K +$44.3K +619 +5%
MGIM
439
M&G Investment Management
United Kingdom
$910K -$474K -6,622 -35%
CRWM
440
Castle Rock Wealth Management
California
$905K
GT
441
Greenleaf Trust
Michigan
$900K +$30.9K +432 +4%
VI
442
Versor Investments
New York
$897K -$326K -4,551 -27%
PA
443
Pinnacle Associates
New York
$888K +$3.65K +51 +0.4%
LNWWM
444
Laird Norton Wetherby Wealth Management
California
$884K +$20.5K +286 +2%
RJT
445
Raymond James Trust
Florida
$877K -$46.2K -645 -5%
BC
446
Bridgefront Capital
Texas
$875K +$277K +3,871 +48%
CCM
447
CTC Capital Management
Illinois
$871K -$1.54M -21,475 -64%
HIIFS
448
Harel Insurance Investments & Financial Services
Israel
$860K +$209K +2,917 +32%
FIM
449
Freedom Investment Management
Connecticut
$859K +$377K +5,262 +81%
USAA
450
United Services Automobile Association
Texas
$852K -$532K -7,431 -39%

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.