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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
UFF
801
USA Financial Formulas
Michigan
$2.78K +$2.72K +38 New
AWM
802
Accel Wealth Management
Iowa
$2.53K
TCA
803
Trifecta Capital Advisors
Illinois
$2.49K -$72 -1 -3%
RTL
804
Red Tortoise LLC
Georgia
$2.27K -$72 -1 -3%
TAM
805
Tucker Asset Management
Colorado
$2.2K
CWC
806
Carolinas Wealth Consulting
North Carolina
$2.05K -$72 -1 -3%
FMTCOCP
807
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$2K
KFP
808
KB Financial Partners
New Jersey
$2K
SIA
809
SkyView Investment Advisors
New Jersey
$2K +$2.22K +31 New
RWPA
810
Richard W. Paul & Associates
Michigan
$1.9K -$72 -1 -4%
VWM
811
Venturi Wealth Management
Texas
$1.76K +$1.72K +24 New
CTA
812
Colonial Trust Advisors
South Carolina
$1.61K -$72 -1 -4%
HIA
813
Harbor Investment Advisory
Maryland
$1.54K
NSIM
814
North Star Investment Management
Illinois
$1.39K -$72 -1 -5%
BWM
815
Baystate Wealth Management
Massachusetts
$1.34K +$72 +1 +6%
CBT
816
Central Bank & Trust
Kentucky
$1.32K +$1.29K +18 New
FSWA
817
Financial Synergies Wealth Advisors
Texas
$1.1K
FCA
818
Fortis Capital Advisors
Kansas
$1.1K +$1.07K +15 New
BAM
819
Baldrige Asset Management
Pennsylvania
$1K +$501 +7 New
ECM
820
Everence Capital Management
Indiana
$894 +$327K +4,575 +60%
TWP
821
TFO Wealth Partners
Ohio
$878 -$7.94K -111 -90%
GI
822
Gradient Investments
Minnesota
$659 -$358 -5 -36%
2L
823
25 LLC
Missouri
$510 +$501 +7 New
FGAM
824
Financial Gravity Asset Management
Texas
$376 -$5.44K -76 -51%
SWA
825
SOA Wealth Advisors
New York
$298 -$72 -1 -20%

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.