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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
CIP
626
Convergence Investment Partners
Florida
$233K +$228K +3,188 New
NC
627
NinePointTwo Capital
California
$233K +$228K +3,192 New
UCI
628
Uncommon Cents Investing
Wisconsin
$232K +$226K +3,163 New
RB
629
Renasant Bank
Mississippi
$231K -$2.22K -31 -1%
TNBTD
630
Trustmark National Bank Trust Department
Mississippi
$231K +$225K +3,150 New
FIA
631
Foundations Investment Advisors
Arizona
$230K +$6.73K +94 +3%
CHP
632
Cable Hill Partners
Oregon
$229K +$224K +3,131 New
EAM
633
Evanson Asset Management
California
$227K -$72 -1 -0%
BAM
634
Bellevue Asset Management
Washington
$227K -$53.7K -751 -20%
Luther King Capital Management (LKCM)
635
Luther King Capital Management (LKCM)
Texas
$226K -$72 -1 -0%
BOSSRA
636
B.O.S.S. Retirement Advisors
Utah
$226K +$221K +3,090 New
LRIA
637
Leonard Rickey Investment Advisors
Washington
$225K -$501 -7 -0.2%
MCP
638
Mirador Capital Partners
California
$220K +$215K +3,000 New
VAS
639
Vestmark Advisory Solutions
Massachusetts
$218K -$40.1K -560 -16%
SOW
640
State of Wyoming
Wyoming
$215K +$210K +2,931 New
TA
641
Trellis Advisors
Washington
$211K +$206K +2,880 New
FFWA
642
FRG Family Wealth Advisors
Washington
$210K +$205K +2,865 New
CT
643
Chicago Trust
Illinois
$209K +$204K +2,855 New
GIA
644
Gateway Investment Advisers
Ohio
$209K +$204K +2,855 New
HFM
645
Harvest Fund Management
China
$207K +$149K +2,089 +285%
WW
646
Westshore Wealth
California
$207K +$202K +2,825 New
DI
647
Disciplined Investments
Oklahoma
$205K +$195K +2,725 +3,494%
NA
648
Navellier & Associates
Nevada
$204K +$200K +2,790 New
IFWM
649
Institute for Wealth Management
Colorado
$203K +$199K +2,780 New
FSA
650
Franklin Street Advisors
North Carolina
$202K +$198K +2,763 New

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.