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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
TWM
676
Tradition Wealth Management
Minnesota
$106K +$286 +4 +0.3%
CAL
677
Capital Analysts LLC
Pennsylvania
$105K +$3.15K +44 +3%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
678
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$104K -$37.5M -524,607 -100%
GITFIT
679
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$102K +$100K +1,400 New
TFM
680
TFC Financial Management
Massachusetts
$102K -$65.6K -916 -40%
MHR
681
Matthew Hamilton Rosenberg
$99.1K -$72 -1 -0.1%
TPCW
682
TD Private Client Wealth
New York
$98.9K +$8.73K +122 +10%
EI
683
Ellevest Inc
New York
$98.2K -$92.2K -1,289 -49%
PTC
684
Private Trust Company
Ohio
$97.9K +$16.9K +236 +21%
PMEF
685
Point72 Middle East FZE
United Arab Emirates
$97K -$3.41M -47,617 -97%
QC
686
Quent Capital
New York
$94.8K -$930 -13 -1%
MIA
687
Milestone Investment Advisors
Wisconsin
$92.7K +$90.7K +1,267 New
CI Investments Inc
688
CI Investments Inc
Ontario, Canada
$92K -$5.15K -72 -5%
GWM
689
Geneos Wealth Management
Colorado
$91.3K +$2.43K +34 +3%
AWM
690
Atticus Wealth Management
Florida
$89.4K +$429 +6 +0.5%
AAS
691
Ameritas Advisory Services
Nebraska
$87.1K +$84.9K +1,187 New
DMBA
692
Deseret Mutual Benefit Administrators
Utah
$86.9K -$72 -1 -0.1%
MPWT
693
MassMutual Private Wealth & Trust
Connecticut
$83K +$22.5K +315 +38%
TWC
694
TD Waterhouse Canada
Ontario, Canada
$79.6K -$5.94K -83 -9%
SC
695
Solstein Capital
California
$77.4K -$22.3K -311 -23%
N
696
Natixis
France
$76.3K -$9.44M -131,969 -99%
QL
697
Quarry LP
New York
$75K +$57K +797 +350%
AF
698
Allworth Financial
California
$73.7K +$12.5K +175 +21%
CCA
699
Column Capital Advisors
Indiana
$67.9K -$1K -14 -1%
PFBT
700
Parkside Financial Bank & Trust
Missouri
$67.1K +$1.22K +17 +2%

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.