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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
WS
551
Wedbush Securities
California
$376K -$9.8K -150 -3%
Bank Julius Baer & Co
552
Bank Julius Baer & Co
Switzerland
$374K -$22.9K -350 -6%
JCM
553
Jacobi Capital Management
Pennsylvania
$367K +$34.3K +525 +10%
AA
554
ALPS Advisors
Colorado
$366K +$1.63K +25 +0.5%
WG
555
Welch Group
Alabama
$363K
CAM
556
Cresset Asset Management
Illinois
$360K -$431K -6,590 -55%
Dimensional Fund Advisors
557
Dimensional Fund Advisors
Texas
$356K +$24M +367,337 +7%
VVP
558
Venture Visionary Partners
Ohio
$352K +$10.7K +164 +3%
CC
559
Centiva Capital
New York
$349K +$346K +5,294 New
EWA
560
EP Wealth Advisors
California
$346K +$343K +5,249 New
SS
561
Simplicity Solutions
Minnesota
$341K +$40.4K +619 +14%
AWM
562
Avior Wealth Management
Nebraska
$337K -$225K -3,450 -40%
CIBC Private Wealth Group
563
CIBC Private Wealth Group
Georgia
$336K -$152K -2,334 -23%
EP
564
Edgestream Partners
New Jersey
$323K -$5.32M -81,501 -94%
S
565
SignatureFD
Georgia
$322K +$25.7K +394 +9%
MAWA
566
Moss Adams Wealth Advisors
Washington
$321K +$313K +4,784 New
PFS
567
Prospera Financial Services
Texas
$313K -$9.21K -141 -3%
SFP
568
Sweet Financial Partners
Minnesota
$313K -$3.66K -56 -1%
CAM
569
Close Asset Management
United Kingdom
$312K
HAIM
570
Hunter Associates Investment Management
Pennsylvania
$312K
NQWM
571
Northwest Quadrant Wealth Management
Oregon
$308K +$915 +14 +0.3%
FFM
572
Forum Financial Management
Illinois
$306K -$2.42K -37 -0.8%
FB
573
Fulton Bank
Pennsylvania
$306K +$45.7K +700 +18%
CIBC World Market
574
CIBC World Market
Ontario, Canada
$302K +$299K +4,584 New
HC
575
Hamilton Capital
Ohio
$300K +$28.4K +435 +11%

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.