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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
OSAM
476
O'Shaughnessy Asset Management
Connecticut
$643K +$206K +3,150 +48%
MNBTD
477
Moody National Bank Trust Division
Texas
$638K -$53.9K -825 -8%
SFM
478
Signet Financial Management
New Jersey
$633K +$3.85K +59 +0.6%
RIP
479
RAM Investment Partners
Washington
$626K +$620K +9,485 New
MAS
480
Meeder Advisory Services
Ohio
$623K +$617K +9,443 New
FANJ
481
Financial Architects (New Jersey)
New Jersey
$616K
FCH
482
Freestone Capital Holdings
Washington
$613K +$30.8K +471 +5%
OPS
483
Orion Portfolio Solutions
Nebraska
$604K +$82.2K +1,258 +16%
EOJOAM
484
E. Ohman J:or Asset Management
Sweden
$594K
JF
485
JSF Financial
California
$592K +$586K +8,972 New
HIIFS
486
Harel Insurance Investments & Financial Services
Israel
$589K +$505K +7,725 +615%
LCOV
487
London Company of Virginia
Virginia
$579K
DA
488
Denali Advisors
California
$574K +$78.4K +1,200 +16%
BWA
489
BDO Wealth Advisors
Florida
$574K +$58.3K +892 +11%
BFM
490
Boothbay Fund Management
New York
$573K +$322K +4,929 +131%
BFG
491
Bleakley Financial Group
New Jersey
$563K +$557K +8,532 New
MFS
492
Mirabella Financial Services
United Kingdom
$560K +$554K +8,483 New
SWS
493
SYSTM Wealth Solutions
Illinois
$556K +$550K +8,423 New
BOPW
494
Brandywine Oak Private Wealth
Pennsylvania
$554K -$35.9K -550 -6%
ACA
495
Aspire Capital Advisors
Washington
$550K
SF
496
Synovus Financial
Georgia
$547K +$160K +2,456 +42%
FIM
497
Fruth Investment Management
Texas
$544K
SB
498
Strategic Blueprint
Georgia
$541K -$46.8K -717 -8%
TMAM
499
Tokio Marine Asset Management
Japan
$540K +$79.4K +1,215 +17%
GCM
500
Greenland Capital Management
New York
$540K +$535K +8,186 New

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.