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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
SB
501
Strategic Blueprint
Georgia
$597K -$3.08K -43 -0.5%
HBT
502
Heartland Bank & Trust
Illinois
$592K +$41.7K +583 +8%
BOPW
503
Brandywine Oak Private Wealth
Pennsylvania
$591K -$22.8K -319 -4%
CIBC Private Wealth Group
504
CIBC Private Wealth Group
Georgia
$578K +$17.5K +244 +3%
QT
505
Quantamental Technologies
New York
$573K +$330K +4,606 +143%
DA
506
Denali Advisors
California
$571K -$63.9K -893 -10%
EOJOAM
507
E. Ohman J:or Asset Management
Sweden
$571K -$85.9K -1,200 -13%
QI
508
Qtron Investments
Massachusetts
$568K
WTC
509
WhitTier Trust Company
Nevada
$566K -$4.72K -66 -0.8%
WS
510
Wedbush Securities
California
$564K +$144K +2,015 +35%
IWP
511
Insight Wealth Partners
Texas
$554K +$716 +10 +0.1%
BCFD
512
Boit C.F. David
$554K
SLAM
513
Swiss Life Asset Management
$544K -$4.4M -61,414 -89%
CFB
514
Cullen/Frost Bankers
Texas
$538K +$61.7K +862 +13%
Bank Julius Baer & Co
515
Bank Julius Baer & Co
Switzerland
$532K +$114K +1,591 +28%
BBNB
516
Baker Boyer National Bank
Washington
$529K +$96.4K +1,347 +23%
CIBC World Market
517
CIBC World Market
Ontario, Canada
$528K +$188K +2,624 +57%
JSC
518
Jackson Square Capital
California
$527K -$573 -8 -0.1%
PL
519
Perpetual Ltd
Australia
$521K +$509K +7,117 New
CA
520
Claris Advisors
Missouri
$520K -$7.8K -109 -2%
RWM
521
Ritholtz Wealth Management
New York
$515K +$504K +7,036 New
PA
522
Parallel Advisors
California
$510K -$28.8K -402 -5%
FFA
523
First Foundation Advisors
California
$506K +$1.72K +24 +0.3%
LA
524
LBP AM
France
$505K -$74.7K -1,044 -13%
MWM
525
Merriman Wealth Management
Washington
$501K +$489K +6,839 New

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.