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707 hedge funds and large institutions have $19.9B invested in PACCAR in 2022 Q1 according to their latest regulatory filings, with 86 funds opening new positions, 262 increasing their positions, 236 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

69% more call options, than puts

Call options by funds: $41.7M | Put options by funds: $24.6M

34% more first-time investments, than exits

New positions opened: 86 | Existing positions closed: 64

11% more repeat investments, than reductions

Existing positions increased: 262 | Existing positions reduced: 236

2% more funds holding

Funds holding: 690707 (+17)

2.1% more ownership

Funds ownership: 95.36%97.47% (+2.1%)

2% more capital invested

Capital invested by funds: $19.4B → $19.9B (+$453M)

11% less funds holding in top 10

Funds holding in top 10: 98 (-1)

Holders
707
Holders Change
+17
Holders Change %
+2.46%
% of All Funds
11.15%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.13%
New
86
Increased
262
Reduced
236
Closed
64
Calls
$41.7M
Puts
$24.6M
Net Calls
+$17.1M
Net Calls Change
-$8.33M
Name Holding Trade Value Shares
Change
Change in
Stake
DI
626
Disciplined Investments
Oklahoma
$28K +$21.8K +357 +279%
EWA
627
EverSource Wealth Advisors
Alabama
$27K +$5.98K +98 +26%
DA
628
Denali Advisors
California
$26K -$9.15K -150 -25%
EARNEST Partners
629
EARNEST Partners
Georgia
$26K
PFGIA
630
Patriot Financial Group Insurance Agency
Massachusetts
$24K
KA
631
Kozak & Associates
Colorado
$23K
SCM
632
Silvant Capital Management
Georgia
$23K
TWA
633
TCI Wealth Advisors
Arizona
$21K +$183 +3 +0.8%
MPWT
634
MassMutual Private Wealth & Trust
Connecticut
$21K +$732 +12 +3%
CCA
635
Catalyst Capital Advisors
New York
$21K +$4.39K +72 +25%
BFG
636
Baron Financial Group
New Jersey
$20.3K
AP
637
Arlington Partners
Alabama
$20K -$2.75K -45 -11%
PWMG
638
Prestige Wealth Management Group
New Jersey
$20K
EW
639
Evoke Wealth
California
$20K +$4.15K +68 +25%
AA
640
AlphaMark Advisors
Kentucky
$19K
SBL
641
Sargent Bickham Lagudis
Colorado
$19K
NF
642
Norwood Financial
Pennsylvania
$18K
1832 Asset Management
643
1832 Asset Management
Ontario, Canada
$17K
SIC
644
SJS Investment Consulting
Ohio
$17K
TFO
645
Tarbox Family Office
California
$17K
FMII
646
Farmers & Merchants Investments Inc
Nebraska
$17K +$366 +6 +2%
ST
647
Smithfield Trust
Pennsylvania
$15K
MCM
648
MV Capital Management
Maryland
$14K +$427 +7 +3%
JWA
649
JFS Wealth Advisors
Pennsylvania
$14K +$9.09K +149 +166%
TCWA
650
Ten Capital Wealth Advisors
Washington
$13K

PCAR Hedge Fund Activity: Q1 2022 in Review

707 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in PACCAR (PCAR) for Q1 2022, worth a combined $19.9B — up 2.3% from $19.4B a quarter earlier.

Buyers outnumbered sellers: 86 funds opened new PCAR positions and 64 closed out — a net gain of 22 holders — while 262 added to existing stakes and 236 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $251M. The largest seller was Washington Trust Bank, cutting an estimated $119M.

  • 707 institutional investors held PACCAR (PCAR) as of Q1 2022, up from 690 in Q4 2021.
  • Funds reported $19.9B of PACCAR stock for Q1 2022, up 2.3% quarter-over-quarter.
  • 86 funds opened new PACCAR positions in Q1 2022 and 64 closed out, a net change of +22 holders.
  • The largest PACCAR buyer in Q1 2022 was Wellington Management Group, an estimated $251M added.
  • The largest PACCAR seller in Q1 2022 was Washington Trust Bank, an estimated $119M sold.

Based on aggregated 13F filings for Q1 2022.