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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
FNBOSM
651
First National Bank of South Miami
Florida
$201K -$286 -4 -0.1%
DZ Bank
652
DZ Bank
Germany
$198K +$194K +2,706 New
Federated Hermes
653
Federated Hermes
Pennsylvania
$188K -$7.59K -106 -4%
VCM
654
Vigilant Capital Management
Maine
$187K
Capstone Investment Advisors
655
Capstone Investment Advisors
New York
$183K +$179K +2,502 New
PCM
656
Penserra Capital Management
California
$182K +$72 +1 +0%
T
657
TOBAM
France
$172K +$168K +2,352 New
WEG
658
World Equity Group
Illinois
$160K +$1.28M +17,870 New
FFA
659
Farther Finance Advisors
California
$159K +$6.01K +84 +4%
EWM
660
Endurance Wealth Management
Rhode Island
$155K
MA
661
MCF Advisors
Kentucky
$153K +$3.72K +52 +3%
GWSG
662
GPS Wealth Strategies Group
Colorado
$141K +$138K +1,926 New
BAM
663
Belpointe Asset Management
Nevada
$136K +$39.9K +558 +43%
FHA
664
First Horizon Advisors
Tennessee
$136K -$17K -238 -11%
AG
665
AIA Group
Hong Kong
$133K +$1.86K +26 +1%
PO
666
Private Ocean
California
$128K
WIM
667
WealthPlan Investment Management
Nebraska
$126K +$124K +1,728 New
CTC
668
Central Trust Company
Missouri
$125K +$39.5K +552 +48%
GFL
669
Granite FO LLC
New Hampshire
$123K +$118K +1,650 New
MCM
670
Manchester Capital Management
Vermont
$123K -$72 -1 -0.1%
SAM
671
Sandbar Asset Management
United Kingdom
$120K +$118K +1,646 New
HFM
672
Hartford Financial Management
Connecticut
$117K -$930 -13 -0.8%
AA
673
Alta Advisers
United Kingdom
$110K -$35.8K -500 -33%
LWANC
674
Laurel Wealth Advisors (North Carolina)
North Carolina
$107K -$72 -1 -0.1%
LC
675
Lindbrook Capital
California
$107K +$10.1K +141 +11%

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.