We are live on ! Find out more

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
EWM
501
Empirical Wealth Management
Washington
$538K +$28.2K +432 +6%
PTC
502
Petrus Trust Company
Texas
$536K +$530K +8,120 New
QIM
503
Quantitative Investment Management
Virginia
$534K -$246K -3,767 -32%
BC
504
Bridgefront Capital
Texas
$533K +$528K +8,085 New
IA
505
IFP Advisors
Florida
$530K +$457 +7 +0%
DAS
506
Dynamic Advisor Solutions
Arizona
$529K +$25K +382 +5%
LA
507
LBP AM
France
$524K +$519K +7,949 New
TPWM
508
Twelve Points Wealth Management
Massachusetts
$518K -$3.27K -50 -0.6%
CG
509
Colony Group
Massachusetts
$516K +$275K +4,212 +117%
WTC
510
WhitTier Trust Company
Nevada
$515K +$3.66K +56 +0.7%
QI
511
Qtron Investments
Massachusetts
$512K
ZIMP
512
Zimmermann Investment Management & Planning
Pennsylvania
$511K +$15K +230 +3%
JFGIW
513
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$505K +$10.5K +161 +2%
BCFD
514
Boit C.F. David
$501K
IWP
515
Insight Wealth Partners
Texas
$499K
AC
516
Apella Capital
Connecticut
$497K +$13.1K +200 +3%
HBT
517
Heartland Bank & Trust
Illinois
$495K +$490K +7,506 New
AWM
518
Apollon Wealth Management
South Carolina
$491K +$35.3K +541 +8%
PA
519
Parallel Advisors
California
$486K +$87.3K +1,336 +22%
FTDI
520
First Trust Direct Indexing
Massachusetts
$480K +$19.8K +303 +4%
CA
521
Claris Advisors
Missouri
$476K +$1.18K +18 +0.3%
JSC
522
Jackson Square Capital
California
$475K
MFS
523
Madrona Financial Services
Washington
$469K +$1.31K +20 +0.3%
GWM
524
GDS Wealth Management
Texas
$468K
TI
525
Tidal Investments
Wisconsin
$462K +$6.47K +99 +1%

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.