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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
SIC
701
Salem Investment Counselors
North Carolina
$45.8K
HI
702
Harbour Investments
Wisconsin
$43.6K +$2.09K +32 +5%
SC
703
Seldon Capital
California
$42.3K
SIS
704
Sound Income Strategies
Florida
$42.1K
EWM
705
Evermay Wealth Management
Virginia
$41.8K +$40.3K +617 New
EWA
706
EverSource Wealth Advisors
Alabama
$41.6K +$8.43K +129 +26%
BWM
707
BerganKDV Wealth Management
Minnesota
$41.4K +$38.9K +596 +1,806%
ACA
708
Atlas Capital Advisors
Wyoming
$40.6K +$22.9K +351 +133%
KC
709
Kepos Capital
New York
$40K +$40.1K +614 New
MIFH
710
Migdal Insurance & Financial Holdings
Israel
$38K +$37.4K +572 New
M
711
MOTCO
Texas
$34.6K +$34.3K +525 New
SN
712
Sittner & Nelson
Oregon
$34.3K
CFO
713
CVA Family Office
Colorado
$33.6K -$9.34K -143 -22%
JIR
714
James Investment Research
Ohio
$33K
HNWAG
715
High Net Worth Advisory Group
Florida
$33K
MS
716
Marshall & Sullivan
Washington
$29.7K +$29.4K +450 New
EARNEST Partners
717
EARNEST Partners
Georgia
$29.5K
SCM
718
Silvant Capital Management
Georgia
$27K
CCA
719
Catalyst Capital Advisors
New York
$26.9K -$523 -8 -2%
CFGS
720
Concourse Financial Group Securities
Alabama
$26.3K +$4.9K +75 +24%
KA
721
Kozak & Associates
Colorado
$26K
PWMG
722
Prestige Wealth Management Group
New Jersey
$24K
BTI
723
Blue Trust Inc
Georgia
$24K +$11.9K +182 +74%
HNB
724
Huntington National Bank
Ohio
$23.9K +$8.43K +129 +55%
FMII
725
Farmers & Merchants Investments Inc
Nebraska
$23.2K

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.