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PACCAR

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
BC
451
Bartlett & Co
Ohio
$773K -$76K -1,163 -9%
TC
452
Toews Corporation
New Jersey
$772K +$764K +11,700 New
BL
453
Balentine LLC
Georgia
$769K +$5.16K +79 +0.7%
Verition Fund Management
454
Verition Fund Management
Connecticut
$769K -$360K -5,504 -32%
HI
455
Horizon Investments
North Carolina
$723K +$290K +4,436 +37%
DGAM
456
Desjardins Global Asset Management
Quebec, Canada
$720K +$231K +3,540 +48%
MGP
457
Metis Global Partners
California
$714K +$204K +3,126 +41%
SC
458
Scotia Capital
Ontario, Canada
$709K +$463K +7,083 +193%
NA
459
NewEdge Advisors
Louisiana
$705K +$451K +6,906 +62%
DCM
460
Dupont Capital Management
Delaware
$704K -$210K -3,212 -23%
BBA
461
Baader Bank Aktiengesellschaft
Germany
$703K -$16.7K -255 -2%
CA
462
Cetera Advisors
Colorado
$699K +$104K +1,595 +18%
FDCDDQ
463
Federation des caisses Desjardins du Quebec
Quebec, Canada
$695K +$18K +276 +3%
DWM
464
Dakota Wealth Management
Florida
$692K +$9.8K +150 +1%
CICI
465
Capital Investment Counsel Inc
North Carolina
$688K +$147K +2,250 +28%
IA
466
Insight Advisors
Pennsylvania
$684K +$681K +10,422 New
RWB
467
RMR Wealth Builders
New Jersey
$674K +$523 +8 +0.1%
AIA
468
Alera Investment Advisors
Illinois
$671K -$24.9K -381 -4%
CG
469
Caprock Group
Idaho
$669K +$144K +2,205 +28%
PG
470
Pendal Group
Australia
$663K +$359K +5,499 +121%
DC
471
Diametric Capital
Massachusetts
$661K -$262K -4,005 -29%
JWCA
472
J.W. Cole Advisors
Florida
$652K +$1.96K +30 +0.3%
HL
473
HeadInvest LLC
Maine
$650K +$28K +429 +5%
IP
474
Intellectus Partners
California
$647K -$2.94K -45 -0.5%
SP
475
Symmetry Partners
Connecticut
$646K

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.