We are live on ! Find out more

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
MWM
601
Mission Wealth Management
California
$257K +$1.96K +30 +0.8%
OFW
602
Omnia Family Wealth
Florida
$257K
VCM
603
Violich Capital Management
California
$257K
RMCM
604
Reynders McVeigh Capital Management
Massachusetts
$257K +$254K +3,888 New
BAM
605
Bellevue Asset Management
Washington
$252K -$29K -444 -10%
PIM
606
Penobscot Investment Management
Massachusetts
$251K
VFA
607
Valeo Financial Advisors
Indiana
$248K +$245K +3,753 New
CMBA
608
C.M. Bidwell & Associates
Hawaii
$245K
IA
609
Inspire Advisors
Idaho
$242K +$3.33K +51 +1%
BG
610
Benedetti & Gucer
Georgia
$242K -$9.8K -150 -4%
ACMA
611
Arbor Capital Management (Alaska)
Alaska
$240K
QAM
612
Q3 Asset Management
Michigan
$238K +$236K +3,615 New
VanEck Associates
613
VanEck Associates
New York
$237K +$235K +3,590 New
CSIC
614
Clifford Swan Investment Counsel
California
$235K +$232K +3,555 New
VAS
615
Vestmark Advisory Solutions
Massachusetts
$234K +$231K +3,540 New
JCM
616
J2 Capital Management
Michigan
$233K +$231K +3,536 New
AFCM
617
Applied Finance Capital Management
Puerto Rico
$233K +$231K +3,533 New
BP
618
Ballentine Partners
Massachusetts
$233K -$3.98K -61 -2%
SIG
619
Stonegate Investment Group
Alabama
$232K +$230K +3,516 New
GCP
620
GSA Capital Partners
United Kingdom
$231K +$229K +3,503 New
SM
621
STF Management
Texas
$229K +$227K +3,476 New
WSFS
622
Wilmington Savings Fund Society
Delaware
$228K +$225K +3,450 New
CI
623
CX Institutional
Indiana
$227K +$225K +3,449 New
SC
624
Savant Capital
Illinois
$226K +$345K +5,280 New
QCG
625
Quadrant Capital Group
Ohio
$226K +$11.2K +171 +5%

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.