We are live on ! Find out more

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
JP Morgan Chase
51
JP Morgan Chase
New York
$83.3M -$18.2M -253,928 -18%
RhumbLine Advisers
52
RhumbLine Advisers
Massachusetts
$82.5M -$969K -13,539 -1%
UBS Group
53
UBS Group
Switzerland
$82.3M +$21.3M +297,269 +36%
Axa
54
Axa
France
$81.6M +$41.1M +574,104 +106%
VRS
55
Virginia Retirement Systems
Virginia
$81.4M +$3.88M +54,200 +5%
Kovitz Investment Group Partners
56
Kovitz Investment Group Partners
Illinois
$78.1M +$4.85M +67,726 +7%
Baird Financial Group
57
Baird Financial Group
Wisconsin
$77.5M +$1.03M +14,415 +1%
California Public Employees Retirement System
58
California Public Employees Retirement System
California
$75.4M -$10.7M -149,496 -13%
Wells Fargo
59
Wells Fargo
California
$73.8M -$395K -5,522 -0.5%
Royal London Asset Management
60
Royal London Asset Management
United Kingdom
$72.3M +$3.81M +53,199 +6%
PAM
61
Panagora Asset Management
Massachusetts
$72.1M +$26.7M +373,072 +61%
RAM
62
RWC Asset Management
United Kingdom
$71.6M -$2.71M -37,859 -4%
CS
63
Credit Suisse
Switzerland
$71.6M +$12.8M +178,750 +22%
Victory Capital Management
64
Victory Capital Management
Texas
$70.2M +$874K +12,210 +1%
LCP
65
LGT Capital Partners
Switzerland
$69.4M -$9.22M -128,865 -12%
TD Asset Management
66
TD Asset Management
Ontario, Canada
$63.5M +$9.68M +135,216 +18%
California State Teachers Retirement System (CalSTRS)
67
California State Teachers Retirement System (CalSTRS)
California
$63.5M -$599K -8,367 -1%
Barclays
68
Barclays
United Kingdom
$62.8M -$12.6M -176,730 -17%
Boston Partners
69
Boston Partners
Massachusetts
$61.4M -$992K -13,856 -2%
SSM
70
Sound Shore Management
Connecticut
$56.5M -$9.04M -126,301 -14%
WTB
71
Washington Trust Bank
Washington
$55.8M -$5.44K -76 -0%
New York State Common Retirement Fund
72
New York State Common Retirement Fund
New York
$54.4M -$3.54M -49,470 -6%
First Trust Advisors
73
First Trust Advisors
Illinois
$52.3M -$3.26M -45,522 -6%
Ameriprise
74
Ameriprise
Minnesota
$48.4M -$3.71M -51,898 -7%
ECM
75
Evergreen Capital Management
Washington
$47.3M -$9.38K -131 -0%

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.