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707 hedge funds and large institutions have $19.9B invested in PACCAR in 2022 Q1 according to their latest regulatory filings, with 86 funds opening new positions, 262 increasing their positions, 236 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

69% more call options, than puts

Call options by funds: $41.7M | Put options by funds: $24.6M

34% more first-time investments, than exits

New positions opened: 86 | Existing positions closed: 64

11% more repeat investments, than reductions

Existing positions increased: 262 | Existing positions reduced: 236

2% more funds holding

Funds holding: 690707 (+17)

2.1% more ownership

Funds ownership: 95.36%97.47% (+2.1%)

2% more capital invested

Capital invested by funds: $19.4B → $19.9B (+$453M)

11% less funds holding in top 10

Funds holding in top 10: 98 (-1)

Holders
707
Holders Change
+17
Holders Change %
+2.46%
% of All Funds
11.15%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.13%
New
86
Increased
262
Reduced
236
Closed
64
Calls
$41.7M
Puts
$24.6M
Net Calls
+$17.1M
Net Calls Change
-$8.33M
Name Holding Trade Value Shares
Change
Change in
Stake
SFM
751
Signet Financial Management
New Jersey
-$51K -860 Closed
TCOV
752
Trust Company of Vermont
Vermont
-$30K -516 Closed
PCMC
753
Paragon Capital Management (Colorado)
Colorado
-$26K -450 Closed
FPWM
754
FSB Premier Wealth Management
Iowa
-$19K -338 Closed
CA
755
CoreCap Advisors
Michigan
-$18K -303 Closed
MA
756
Montag & Associates
Georgia
-$16K -267 Closed
PPWM
757
PFG Private Wealth Management
Florida
-$10K -170 Closed
NIM
758
NuWave Investment Management
New Jersey
-$9K -159 Closed
SWM
759
Sugarloaf Wealth Management
Georgia
-$9K -152 Closed
AWA
760
Amplius Wealth Advisors
Pennsylvania
-$7K -132 Closed
PMFA
761
Plante Moran Financial Advisors
Michigan
-$6K -102 Closed
JIR
762
James Investment Research
Ohio
-$5K -90 Closed
WFS
763
Widmann Financial Services
Maryland
-$4K -75 Closed
LWA
764
Lenox Wealth Advisors
New York
-$2.75K -45 -88%
CWS
765
Confluence Wealth Services
Pennsylvania
-$1K -18 Closed
CQS
766
Credential Qtrade Securities
-$794 -14 Closed
CSWM
767
Cassady Schiller Wealth Management
Ohio
-$1K -11 Closed
WA
768
WestEnd Advisors
North Carolina
-$176 -3 Closed
DHGWA
769
Dixon Hughes Goodman Wealth Advisors
North Carolina
+$122 +2 New
FMP
770
Financial Management Professionals
Texas
+$488 +8 New
ADL
771
Asset Dedication LLC
California
+$2.81K +46 +112%

PCAR Hedge Fund Activity: Q1 2022 in Review

707 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in PACCAR (PCAR) for Q1 2022, worth a combined $19.9B — up 2.3% from $19.4B a quarter earlier.

Buyers outnumbered sellers: 86 funds opened new PCAR positions and 64 closed out — a net gain of 22 holders — while 262 added to existing stakes and 236 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $251M. The largest seller was Washington Trust Bank, cutting an estimated $119M.

  • 707 institutional investors held PACCAR (PCAR) as of Q1 2022, up from 690 in Q4 2021.
  • Funds reported $19.9B of PACCAR stock for Q1 2022, up 2.3% quarter-over-quarter.
  • 86 funds opened new PACCAR positions in Q1 2022 and 64 closed out, a net change of +22 holders.
  • The largest PACCAR buyer in Q1 2022 was Wellington Management Group, an estimated $251M added.
  • The largest PACCAR seller in Q1 2022 was Washington Trust Bank, an estimated $119M sold.

Based on aggregated 13F filings for Q1 2022.