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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
TCM
751
Tradewinds Capital Management
Washington
$15.7K +$15.3K +214 New
FCT
752
First Community Trust
Iowa
$15.4K
CA
753
Clearstead Advisors
Ohio
$15.2K +$2.08K +29 +16%
SC
754
Schubert & Co
Texas
$14.6K -$716 -10 -5%
AIC
755
Archer Investment Corporation
Indiana
$14.6K -$72 -1 -0.5%
ZB
756
Zions Bancorporation
Utah
$14K -$6.01K -84 -31%
MIM
757
Macroview Investment Management
Maryland
$13.4K -$1K -14 -7%
CWAF
758
Core Wealth Advisors (Florida)
Florida
$13.4K
CG
759
Cutler Group
California
$13K +$1.29K +18 +11%
CAC
760
Core Alternative Capital
Georgia
$12.8K +$2.86K +40 +30%
DCP
761
Distillate Capital Partners
Illinois
$12.6K -$72 -1 -0.6%
CIA
762
Cape Investment Advisory
Georgia
$12.6K +$12.3K +172 New
GC
763
Gould Capital
Washington
$12.3K
LFG
764
Larson Financial Group
Missouri
$11.6K
CUAMC
765
China Universal Asset Management Company
China
$11.6K +$11.3K +158 New
AF
766
Advisornet Financial
Minnesota
$11.3K +$1.5K +21 +16%
TWA
767
TCI Wealth Advisors
Arizona
$11.3K +$358 +5 +3%
WPA
768
West Paces Advisors
Georgia
$11.2K -$143 -2 -1%
DMKJ
769
David M. Knott Jr
$11K -$72 -1 -0.7%
IBOK
770
Independence Bank of Kentucky
Kentucky
$11K
LS
771
Livforsakringsbolaget Skandia
Sweden
$9.51K -$72 -1 -0.8%
CAL
772
Capital Advisors Ltd
Ohio
$9K -$27.6K -385 -76%
DIP
773
DT Investment Partners
Pennsylvania
$8.97K
JFA
774
JNBA Financial Advisors
Minnesota
$7.98K -$72 -1 -0.9%
BIA
775
Bell Investment Advisors
California
$7.76K +$1.86K +26 +33%

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.