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940 hedge funds and large institutions have $34B invested in PACCAR in 2023 Q4 according to their latest regulatory filings, with 154 funds opening new positions, 329 increasing their positions, 325 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

152% more first-time investments, than exits

New positions opened: 154 | Existing positions closed: 61

17% more capital invested

Capital invested by funds: $29B → $34B (+$4.98B)

15% more funds holding in top 10

Funds holding in top 10: 1315 (+2)

10% more funds holding

Funds holding: 858940 (+82)

1.24% more ownership

Funds ownership: 65.16%66.39% (+1.2%)

2% more call options, than puts

Call options by funds: $151M | Put options by funds: $148M

1% more repeat investments, than reductions

Existing positions increased: 329 | Existing positions reduced: 325

Holders
940
Holders Change
+82
Holders Change %
+9.56%
% of All Funds
13.7%
Holding in Top 10
15
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+15.38%
% of All Funds
0.22%
New
154
Increased
329
Reduced
325
Closed
61
Calls
$151M
Puts
$148M
Net Calls
+$2.38M
Net Calls Change
-$24.9M
Name Holding Trade Value Shares
Change
Change in
Stake
RhumbLine Advisers
51
RhumbLine Advisers
Massachusetts
$107M -$535K -5,961 -0.5%
Wells Fargo
52
Wells Fargo
California
$105M +$11.4M +126,720 +13%
EIP
53
Epoch Investment Partners
New York
$103M +$50.5M +562,571 +113%
Baird Financial Group
54
Baird Financial Group
Wisconsin
$102M -$1.2M -13,367 -1%
Allianz Asset Management
55
Allianz Asset Management
Germany
$101M -$19.8M -220,901 -18%
CGL
56
Clarius Group LLC
Washington
$98.9M +$31.4M +349,727 +53%
California Public Employees Retirement System
57
California Public Employees Retirement System
California
$98.3M -$3.55M -39,526 -4%
Royal London Asset Management
58
Royal London Asset Management
United Kingdom
$96.1M +$3.99M +44,411 +5%
Ameriprise
59
Ameriprise
Minnesota
$92.3M +$3.54M +39,405 +4%
Point72 Asset Management
60
Point72 Asset Management
Connecticut
$87.4M +$80.4M +895,449 New
California State Teachers Retirement System (CalSTRS)
61
California State Teachers Retirement System (CalSTRS)
California
$80.4M +$896K +9,978 +1%
CS
62
Credit Suisse
Switzerland
$77.5M -$43.1M -480,174 -38%
WTB
63
Washington Trust Bank
Washington
$74.4M
Mirae Asset Global Investments
64
Mirae Asset Global Investments
South Korea
$73.2M +$904K +10,061 +1%
ECM
65
Evergreen Capital Management
Washington
$68.6M -$180K -2,005 -0.3%
Bank of Montreal
66
Bank of Montreal
Ontario, Canada
$67.7M +$12.1M +134,407 +24%
SSM
67
Sound Shore Management
Connecticut
$61.3M -$3.12M -34,739 -5%
New York State Common Retirement Fund
68
New York State Common Retirement Fund
New York
$59M -$4.13M -46,030 -7%
State Board of Administration of Florida Retirement System
69
State Board of Administration of Florida Retirement System
Florida
$56.9M -$469K -5,226 -0.9%
EAM
70
Erste Asset Management
Austria
$56.5M +$5.92M +65,901 +13%
National Bank of Canada
71
National Bank of Canada
Quebec, Canada
$55.8M +$26.3M +293,282 +103%
BNP Paribas Asset Management
72
BNP Paribas Asset Management
France
$55.7M +$1.04M +11,546 +2%
LSV Asset Management
73
LSV Asset Management
Illinois
$55.6M +$13.1M +146,300 +35%
Schroder Investment Management Group
74
Schroder Investment Management Group
United Kingdom
$55.1M +$353K +3,929 +0.7%
Envestnet Asset Management
75
Envestnet Asset Management
Illinois
$54.6M +$683K +7,599 +1%

PCAR Hedge Fund Activity: Q4 2023 in Review

940 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in PACCAR (PCAR) for Q4 2023, worth a combined $34B — up 17% from $29B a quarter earlier.

Buyers outnumbered sellers: 154 funds opened new PCAR positions and 61 closed out — a net gain of 93 holders — while 329 added to existing stakes and 325 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $603M. The largest seller was Citadel Advisors, cutting an estimated $326M.

  • 940 institutional investors held PACCAR (PCAR) as of Q4 2023, up from 858 in Q3 2023.
  • Funds reported $34B of PACCAR stock for Q4 2023, up 17% quarter-over-quarter.
  • 154 funds opened new PACCAR positions in Q4 2023 and 61 closed out, a net change of +93 holders.
  • The largest PACCAR buyer in Q4 2023 was Morgan Stanley, an estimated $603M added.
  • The largest PACCAR seller in Q4 2023 was Citadel Advisors, an estimated $326M sold.

Based on aggregated 13F filings for Q4 2023.