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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
SIA
526
Strategic Investment Advisors
Michigan
$499K +$180K +2,511 +58%
IFU
527
iSAM Funds (UK)
United Kingdom
$497K +$167K +2,331 +52%
SWM
528
Soundmark Wealth Management
Washington
$490K +$3.65K +51 +0.8%
TPW
529
Transatlantique Private Wealth
New York
$489K +$37.5K +524 +9%
CC
530
Centiva Capital
New York
$488K +$98.2K +1,372 +26%
GWM
531
GDS Wealth Management
Texas
$484K -$34.8K -486 -7%
OCBCO
532
Oversea-Chinese Banking Corp (OCBC)
Singapore
$478K +$467K +6,530 New
WI
533
Wahed Invest
New York
$478K
EHWM
534
Eads & Heald Wealth Management
Georgia
$470K +$29.3K +410 +7%
BBHC
535
Brown Brothers Harriman & Co
New York
$467K +$5.94K +83 +1%
KFA
536
Krane Funds Advisors
New York
$466K +$469K +6,557 New
CP
537
Camelot Portfolios
Ohio
$465K +$4.58K +64 +1%
JCM
538
J2 Capital Management
Michigan
$464K +$201K +2,809 +79%
FMAEN1
539
Fund Management at Engine No 1
California
$464K +$42.4K +592 +10%
CCA
540
Checchi Capital Advisers
California
$463K -$7.51K -105 -2%
LNWTC
541
Laird Norton Wetherby Trust Company
Washington
$456K -$72 -1 -0%
FC
542
Fulcrum Capital
Washington
$455K +$21.4K +299 +5%
CI
543
Cigna Investments
Connecticut
$453K -$9.59K -134 -2%
XT
544
XTX Topco
Cayman Islands
$448K +$114K +1,599 +35%
BPA
545
Beacon Pointe Advisors
California
$447K +$24.8K +347 +6%
CC
546
Corton Capital
Ontario, Canada
$440K +$431K +6,017 New
SM
547
STF Management
Texas
$436K +$177K +2,475 +71%
O
548
Ossiam
France
$435K -$1.78M -24,826 -81%
IAA
549
Independent Advisor Alliance
North Carolina
$434K +$424K +5,926 New
SC
550
Savant Capital
Illinois
$429K +$41.7K +583 +11%

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.