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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
KFP
801
KB Financial Partners
New Jersey
$2K
TAM
802
Tucker Asset Management
Colorado
$1.97K
CWC
803
Carolinas Wealth Consulting
North Carolina
$1.88K
RWPA
804
Richard W. Paul & Associates
Michigan
$1.78K +$1.76K +27 New
CTA
805
Colonial Trust Advisors
South Carolina
$1.49K +$1.5K +23 New
HIA
806
Harbor Investment Advisory
Maryland
$1.39K
ETC
807
Exchange Traded Concepts
Oklahoma
$1.29K -$3.22M -49,305 -100%
NSIM
808
North Star Investment Management
Illinois
$1.29K +$1.31K +20 New
AA
809
Addison Advisors
Vermont
$1.09K -$3.4K -52 -75%
BWM
810
Baystate Wealth Management
Massachusetts
$1K
FSWA
811
Financial Synergies Wealth Advisors
Texas
$990
EE
812
EWG Elevate
California
$891 +$915 +14 New
GI
813
Gradient Investments
Minnesota
$891 +$915 +14 New
LF
814
Lee Financial
Texas
$792
TWD
815
True Wealth Design
Ohio
$792 +$784 +12 New
JWM
816
Janiczek Wealth Management
Colorado
$608
KFI
817
Key Financial Inc
Pennsylvania
$586
MYAM
818
Meiji Yasuda Asset Management
Japan
$517 -$682K -10,440 -57%
ECM
819
Everence Capital Management
Indiana
$504
SWA
820
SOA Wealth Advisors
New York
$303
AIM
821
Artemis Investment Management
United Kingdom
-$68.5M -1,226,817 Closed
BA
822
Bridgewater Associates
Connecticut
-$9.43M -168,932 Closed
IP
823
Interval Partners
New York
-$8.83M -158,250 Closed
MCM
824
Moore Capital Management
New York
-$6.38M -114,296 Closed
Connor, Clark & Lunn Investment Management (CC&L)
825
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
-$2.79M -50,091 Closed

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.