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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
GWS
701
Glassman Wealth Services
Virginia
$66.1K
EBA
702
Eagle Bay Advisors
New York
$64K -$72 -1 -0.1%
HCP
703
Hexagon Capital Partners
Arkansas
$63.6K -$1.36K -19 -2%
GM
704
GeoWealth Management
Illinois
$62K +$60.6K +847 New
JIR
705
James Investment Research
Ohio
$59K +$21.8K +305 +61%
IA
706
IFP Advisors
Florida
$57.6K -$1.16M -16,168 -92%
SSB
707
Sandy Spring Bank
Maryland
$57K +$859 +12 +2%
BFEC
708
Benjamin F. Edwards & Company
Missouri
$55K
SIC
709
Salem Investment Counselors
North Carolina
$49.4K
HI
710
Harbour Investments
Wisconsin
$48.3K -$143 -2 -0.3%
ACA
711
Atlas Capital Advisors
Wyoming
$46.9K +$1.86K +26 +4%
SIS
712
Sound Income Strategies
Florida
$46.6K -$72 -1 -0.2%
BWM
713
BerganKDV Wealth Management
Minnesota
$45.9K -$72 -1 -0.2%
EWM
714
Evermay Wealth Management
Virginia
$45.1K -$72 -1 -0.2%
HNB
715
Huntington National Bank
Ohio
$42.7K +$15.8K +221 +61%
EWA
716
EverSource Wealth Advisors
Alabama
$40K -$5.94K -83 -13%
CFO
717
CVA Family Office
Colorado
$38.9K +$1.57K +22 +4%
M
718
MOTCO
Texas
$38.4K
OA
719
Operose Advisors
Wisconsin
$38.4K +$37.6K +525 New
SN
720
Sittner & Nelson
Oregon
$38.1K -$72 -1 -0.2%
BTI
721
Blue Trust Inc
Georgia
$37K -$3.79K -53 -12%
EARNEST Partners
722
EARNEST Partners
Georgia
$32.7K
CFGS
723
Concourse Financial Group Securities
Alabama
$29.9K +$1.43K +20 +5%
TCOV
724
Trust Company of Vermont
Vermont
$29.5K +$5.3K +74 +22%
KFI
725
Key Financial Inc
Pennsylvania
$29.3K +$27.8K +389 +3,536%

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.