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PACCAR

707 hedge funds and large institutions have $19.9B invested in PACCAR in 2022 Q1 according to their latest regulatory filings, with 86 funds opening new positions, 262 increasing their positions, 236 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

69% more call options, than puts

Call options by funds: $41.7M | Put options by funds: $24.6M

34% more first-time investments, than exits

New positions opened: 86 | Existing positions closed: 64

11% more repeat investments, than reductions

Existing positions increased: 262 | Existing positions reduced: 236

2% more funds holding

Funds holding: 690707 (+17)

2.1% more ownership

Funds ownership: 95.36%97.47% (+2.1%)

2% more capital invested

Capital invested by funds: $19.4B → $19.9B (+$453M)

11% less funds holding in top 10

Funds holding in top 10: 98 (-1)

Holders
707
Holders Change
+17
Holders Change %
+2.46%
% of All Funds
11.15%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.13%
New
86
Increased
262
Reduced
236
Closed
64
Calls
$41.7M
Puts
$24.6M
Net Calls
+$17.1M
Net Calls Change
-$8.33M
Name Holding Trade Value Shares
Change
Change in
Stake
BCI
526
Brinker Capital Investments
Pennsylvania
$247K +$3.6K +59 +1%
GT
527
Glenmede Trust
Pennsylvania
$245K -$17.8K -291 -7%
CP
528
Capital Planning
Washington
$245K
BCM
529
Birmingham Capital Management
Alabama
$244K
SAM
530
Silvercrest Asset Management
New York
$244K +$549 +9 +0.2%
SIM
531
Sentry Investment Management
Wisconsin
$243K -$42.5K -697 -14%
HC
532
Hamilton Capital
Ohio
$243K +$20.1K +330 +9%
Lido Advisors
533
Lido Advisors
California
$241K +$2.69K +44 +1%
S
534
SignatureFD
Georgia
$241K +$14.9K +244 +6%
Lazard Asset Management
535
Lazard Asset Management
New York
$240K +$248K +4,059 +11,275%
Cerity Partners
536
Cerity Partners
New York
$239K -$19.4K -318 -7%
TWC
537
TD Waterhouse Canada
Ontario, Canada
$237K +$133K +2,174 +127%
AC
538
Apella Capital
Connecticut
$235K
EP
539
Edgestream Partners
New Jersey
$235K +$244K +4,002 New
OSAM
540
O'Shaughnessy Asset Management
Connecticut
$232K +$241K +3,953 New
WPW
541
Waldron Private Wealth
Pennsylvania
$230K +$10.9K +179 +5%
LSA
542
Leonteq Securities AG
Switzerland
$230K -$174K -2,858 -42%
VAS
543
Vestmark Advisory Solutions
Massachusetts
$229K -$50K -819 -17%
OFW
544
Omnia Family Wealth
Florida
$229K
VCM
545
Violich Capital Management
California
$229K
WFI
546
West Family Investments
California
$228K -$3.9K -64 -2%
TC
547
Telemus Capital
Michigan
$227K +$2.75K +45 +1%
DBRC
548
D.B. Root & Company
Pennsylvania
$225K -$17.7K -290 -7%
PIM
549
Penobscot Investment Management
Massachusetts
$223K
CIBC World Market
550
CIBC World Market
Ontario, Canada
$221K -$18.5K -303 -7%

PCAR Hedge Fund Activity: Q1 2022 in Review

707 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in PACCAR (PCAR) for Q1 2022, worth a combined $19.9B — up 2.3% from $19.4B a quarter earlier.

Buyers outnumbered sellers: 86 funds opened new PCAR positions and 64 closed out — a net gain of 22 holders — while 262 added to existing stakes and 236 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $251M. The largest seller was Washington Trust Bank, cutting an estimated $119M.

  • 707 institutional investors held PACCAR (PCAR) as of Q1 2022, up from 690 in Q4 2021.
  • Funds reported $19.9B of PACCAR stock for Q1 2022, up 2.3% quarter-over-quarter.
  • 86 funds opened new PACCAR positions in Q1 2022 and 64 closed out, a net change of +22 holders.
  • The largest PACCAR buyer in Q1 2022 was Wellington Management Group, an estimated $251M added.
  • The largest PACCAR seller in Q1 2022 was Washington Trust Bank, an estimated $119M sold.

Based on aggregated 13F filings for Q1 2022.