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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
ZCA
576
Zeke Capital Advisors
Pennsylvania
$299K -$18.9K -289 -6%
XT
577
XTX Topco
Cayman Islands
$299K -$1.01M -15,526 -77%
SW
578
SVB Wealth
Massachusetts
$297K +$2.81K +43 +1%
SDWMA
579
Schneider Downs Wealth Management Advisors
Pennsylvania
$297K
AAS
580
Avantax Advisory Services
Texas
$297K +$294K +4,496 New
IFU
581
iSAM Funds (UK)
United Kingdom
$294K +$291K +4,455 New
BCI
582
Brinker Capital Investments
Pennsylvania
$287K +$11K +168 +4%
IAIM
583
International Assets Investment Management
Florida
$285K +$282K +4,323 New
SIA
584
Strategic Investment Advisors
Michigan
$284K +$281K +4,304 New
CP
585
Capital Planning
Washington
$283K
CI
586
Conning Inc
Connecticut
$282K -$1.18K -18 -0.4%
WPW
587
Waldron Private Wealth
Pennsylvania
$275K
BCM
588
Birmingham Capital Management
Alabama
$275K
SCM
589
Stevens Capital Management
Pennsylvania
$269K +$266K +4,076 New
AWS
590
Aspen Wealth Strategies
Colorado
$269K +$266K +4,074 New
OTL
591
Oak Thistle LLC
New York
$267K +$265K +4,052 New
IF
592
Integrity Financial
Wyoming
$266K
WPC
593
Wedmont Private Capital
Pennsylvania
$264K +$258K +3,944 New
P
594
Pitcairn
Pennsylvania
$264K
WFI
595
West Family Investments
California
$262K
IFG
596
Independent Financial Group
California
$261K -$131 -2 -0.1%
TC
597
Telemus Capital
Michigan
$260K -$11.8K -180 -4%
PCM
598
Prelude Capital Management
New York
$259K -$588K -8,997 -70%
FFN
599
Focus Financial Network
Minnesota
$259K +$8.17K +125 +3%
MG
600
Mather Group
Illinois
$259K +$10.2K +156 +4%

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.