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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
SDWMA
576
Schneider Downs Wealth Management Advisors
Pennsylvania
$329K
MCM
577
MAI Capital Management
Ohio
$329K +$321K +4,492 New
IFG
578
Independent Financial Group
California
$326K +$35.5K +496 +13%
AA
579
ALPS Advisors
Colorado
$319K -$85.2K -1,190 -21%
BA
580
Bridgewater Associates
Connecticut
$318K +$311K +4,351 New
HC
581
Hamilton Capital
Ohio
$315K -$18.2K -254 -6%
GRP
582
Global Retirement Partners
California
$312K +$145K +2,033 +87%
VFA
583
Valeo Financial Advisors
Indiana
$311K +$35.3K +493 +13%
CI
584
Conning Inc
Connecticut
$310K -$3.08K -43 -1%
NAS
585
Nicolet Advisory Services
Wisconsin
$306K +$320K +4,471 New
CP
586
Capital Planning
Washington
$305K -$72 -1 -0%
BCM
587
Birmingham Capital Management
Alabama
$305K -$72 -1 -0%
QCG
588
Quadrant Capital Group
Ohio
$303K +$51.6K +721 +21%
IF
589
Integrity Financial
Wyoming
$295K -$72 -1 -0%
BP
590
Ballentine Partners
Massachusetts
$293K +$34.1K +477 +14%
WFI
591
West Family Investments
California
$290K -$72 -1 -0%
MWM
592
Mission Wealth Management
California
$290K +$4.37K +61 +2%
MG
593
Mather Group
Illinois
$288K +$1.15K +16 +0.4%
OFW
594
Omnia Family Wealth
Florida
$285K -$72 -1 -0%
AFCM
595
Applied Finance Capital Management
Puerto Rico
$285K +$25.8K +361 +10%
VCM
596
Violich Capital Management
California
$285K
PWAM
597
Pinnacle West Asset Management
Wyoming
$285K +$279K +3,900 New
FFN
598
Focus Financial Network
Minnesota
$284K -$2.93K -41 -1%
CMBA
599
C.M. Bidwell & Associates
Hawaii
$282K +$10.3K +144 +4%
SW
600
SVB Wealth
Massachusetts
$280K -$48.7K -681 -15%

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.