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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
AIC
751
Archer Investment Corporation
Indiana
$13.2K
MIM
752
Macroview Investment Management
Maryland
$13K +$12.9K +197 New
CWAF
753
Core Wealth Advisors (Florida)
Florida
$12.1K
RCM
754
Raleigh Capital Management
North Carolina
$12.1K +$12K +183 New
CA
755
Clearstead Advisors
Ohio
$11.8K +$7.77K +119 +198%
DCP
756
Distillate Capital Partners
Illinois
$11.4K -$7.85M -120,145 -100%
GC
757
Gould Capital
Washington
$11.1K
LFG
758
Larson Financial Group
Missouri
$10.5K +$10.4K +159 New
WPA
759
West Paces Advisors
Georgia
$10.2K
DMKJ
760
David M. Knott Jr
$10K
IBOK
761
Independence Bank of Kentucky
Kentucky
$10K
CG
762
Cutler Group
California
$10K +$10.8K +165 New
IGWM
763
ICA Group Wealth Management
Colorado
$9.9K +$9.8K +150 New
TWA
764
TCI Wealth Advisors
Arizona
$9.8K +$196 +3 +2%
HWMA
765
Heritage Wealth Management (Arizona)
Arizona
$9.5K +$8.3K +127 +747%
CAC
766
Core Alternative Capital
Georgia
$8.93K
LS
767
Livforsakringsbolaget Skandia
Sweden
$8.82K
AF
768
Advisornet Financial
Minnesota
$8.81K +$5.03K +77 +135%
CAL
769
Capital Advisors Ltd
Ohio
$8K +$26.7K +408 +425%
DIP
770
DT Investment Partners
Pennsylvania
$7.92K
TWP
771
TFO Wealth Partners
Ohio
$7.64K +$8.04K +123 New
HWM
772
HighMark Wealth Management
Minnesota
$7.52K +$1.63K +25 +28%
CSPIA
773
Cary Street Partners Investment Advisory
Virginia
$7.52K +$7.45K +114 New
First Manhattan
774
First Manhattan
New York
$7.32K +$7.25K +111 New
JFA
775
JNBA Financial Advisors
Minnesota
$7.22K

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.