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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
FFA
526
First Foundation Advisors
California
$454K +$9.87K +151 +2%
FMLI
527
Fukoku Mutual Life Insurance
Japan
$443K +$98.7K +1,511 +29%
SWM
528
Soundmark Wealth Management
Washington
$438K +$980 +15 +0.2%
SC
529
SRB Corp
Massachusetts
$434K -$25.7K -393 -6%
WI
530
Wahed Invest
New York
$431K +$44.6K +682 +12%
CFB
531
Cullen/Frost Bankers
Texas
$428K -$3.46K -53 -0.8%
Lido Advisors
532
Lido Advisors
California
$427K +$144K +2,202 +52%
FIM
533
Freedom Investment Management
Connecticut
$427K +$423K +6,468 New
AIM
534
Aigen Investment Management
New York
$426K +$12.3K +188 +3%
CCA
535
Checchi Capital Advisers
California
$424K +$21.3K +326 +5%
LNWTC
536
Laird Norton Wetherby Trust Company
Washington
$423K +$407K +6,230 New
CI
537
Cigna Investments
Connecticut
$417K +$3.53K +54 +0.9%
BBHC
538
Brown Brothers Harriman & Co
New York
$416K -$2.29K -35 -0.6%
CP
539
Camelot Portfolios
Ohio
$415K +$411K +6,287 New
NWMG
540
National Wealth Management Group
Ohio
$410K +$406K +6,221 New
TPW
541
Transatlantique Private Wealth
New York
$406K +$34.4K +527 +9%
I
542
InceptionR
California
$398K +$394K +6,032 New
EHWM
543
Eads & Heald Wealth Management
Georgia
$397K -$3.4K -52 -0.9%
EFM
544
E Fund Management
China
$395K -$21.2K -324 -5%
FC
545
Fulcrum Capital
Washington
$390K
BBNB
546
Baker Boyer National Bank
Washington
$388K +$8.82K +135 +2%
CM
547
Castleark Management
Illinois
$381K
BPA
548
Beacon Pointe Advisors
California
$380K -$51.3K -786 -12%
FMAEN1
549
Fund Management at Engine No 1
California
$379K +$47.5K +727 +14%
MC
550
Machina Capital
France
$377K +$373K +5,709 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.