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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
IA
451
Insight Advisors
Pennsylvania
$847K +$82.4K +1,152 +11%
CG
452
Caprock Group
Idaho
$838K +$108K +1,506 +15%
CA
453
Cetera Advisors
Colorado
$810K +$33.3K +465 +4%
BBA
454
Baader Bank Aktiengesellschaft
Germany
$804K +$25.5K +356 +3%
V
455
Veritable
Delaware
$802K -$517K -7,230 -40%
BC
456
Bartlett & Co
Ohio
$798K -$35.8K -500 -4%
BCWM
457
Bartlett & Co Wealth Management
Ohio
$798K -$35.8K -500 -4%
DIP
458
Davis Investment Partners
North Carolina
$783K -$396K -5,531 -33%
BL
459
Balentine LLC
Georgia
$782K -$69.5K -971 -8%
MSCM
460
McElhenny Sheffield Capital Management
Texas
$776K +$759K +10,604 New
RA
461
Rational Advisors
New York
$773K +$756K +10,564 New
DWM
462
Dakota Wealth Management
Florida
$767K -$429 -6 -0.1%
IP
463
Intellectus Partners
California
$765K +$46.8K +654 +7%
JFGIW
464
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$759K +$195K +2,719 +36%
RWB
465
RMR Wealth Builders
New Jersey
$753K +$4.58K +64 +0.6%
DT
466
Diversified Trust
Tennessee
$745K +$728K +10,174 New
GIA
467
Gladstone Institutional Advisory
Florida
$727K +$711K +9,933 New
JWCA
468
J.W. Cole Advisors
Florida
$725K +$1.72K +24 +0.2%
TMAM
469
Tokio Marine Asset Management
Japan
$713K +$111K +1,549 +19%
MAS
470
Meeder Advisory Services
Ohio
$712K +$20.1K +281 +3%
MNBTD
471
Moody National Bank Trust Division
Texas
$706K -$1.72K -24 -0.2%
BG
472
Benedetti & Gucer
Georgia
$701K +$422K +5,900 +161%
CICI
473
Capital Investment Counsel Inc
North Carolina
$697K -$64.4K -900 -9%
RIP
474
RAM Investment Partners
Washington
$686K -$7.73K -108 -1%
HL
475
HeadInvest LLC
Maine
$685K -$35.1K -491 -5%

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.