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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
CM
551
Castleark Management
Illinois
$423K -$72 -1 -0%
EFM
552
E Fund Management
China
$412K -$26K -364 -6%
JCM
553
Jacobi Capital Management
Pennsylvania
$408K +$501 +7 +0.1%
WG
554
Welch Group
Alabama
$403K
PFS
555
Prospera Financial Services
Texas
$403K +$54.3K +759 +16%
VVP
556
Venture Visionary Partners
Ohio
$396K +$5.3K +74 +1%
Lido Advisors
557
Lido Advisors
California
$390K -$82.2K -1,148 -18%
BFM
558
Boothbay Fund Management
New York
$385K -$245K -3,422 -39%
P
559
Pitcairn
Pennsylvania
$374K +$79.7K +1,113 +28%
WPW
560
Waldron Private Wealth
Pennsylvania
$366K +$3.86K +54 +1%
S
561
SignatureFD
Georgia
$359K +$2.08K +29 +0.6%
SPA
562
Sherbrooke Park Advisers
New York
$359K -$1.54M -21,500 -81%
DU
563
Delphia (USA)
Ontario, Canada
$358K +$351K +4,898 New
SC
564
SRB Corp
Massachusetts
$357K -$122K -1,701 -26%
AAM
565
Advisors Asset Management
Colorado
$357K +$349K +4,873 New
WPC
566
Wedmont Private Capital
Pennsylvania
$356K +$83K +1,160 +29%
MAWA
567
Moss Adams Wealth Advisors
Washington
$350K +$215 +3 +0.1%
LSA
568
Leonteq Securities AG
Switzerland
$350K +$102K +1,431 +43%
NQWM
569
Northwest Quadrant Wealth Management
Oregon
$349K +$7.73K +108 +2%
SFP
570
Sweet Financial Partners
Minnesota
$347K -$72 -1 -0%
CAM
571
Close Asset Management
United Kingdom
$346K -$72 -1 -0%
HAIM
572
Hunter Associates Investment Management
Pennsylvania
$346K
CAM
573
Cresset Asset Management
Illinois
$338K -$62.8K -878 -16%
FB
574
Fulton Bank
Pennsylvania
$337K -$1.65K -23 -0.5%
FFM
575
Forum Financial Management
Illinois
$336K -$3.94K -55 -1%

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.