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PACCAR
PCAR

858 hedge funds and large institutions have $29B invested in PACCAR in 2023 Q3 according to their latest regulatory filings, with 77 funds opening new positions, 326 increasing their positions, 311 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more first-time investments, than exits

New positions opened: 77 | Existing positions closed: 52

23% more call options, than puts

Call options by funds: $145M | Put options by funds: $117M

2% more funds holding

Funds holding: 842 → 858 (+16)

5% more repeat investments, than reductions

Existing positions increased: 326 | Existing positions reduced: 311

0% less capital invested

Capital invested by funds: $29.1B → $29B (-$106M)

1.46% less ownership

Funds ownership: 66.61% → 65.16% (-1.5%)

13% less funds holding in top 10

Funds holding in top 10: 15 → 13 (-2)

Holders
858
Holders Change
+16
Holders Change %
+1.9%
% of All Funds
13.62%
Holding in Top 10
13
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-13.33%
% of All Funds
0.21%
New
77
Increased
326
Reduced
311
Closed
52
Calls
$145M
Puts
$117M
Net Calls
+$27.2M
Net Calls Change
-$40.3M

Top Buyers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
+$68.4M
2
EAM
Erste Asset Management
Austria
+$42.3M
3
BlackRock
BlackRock
New York
+$39.4M
4
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
+$33.7M
5
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$30.4M

Top Sellers

Rank Fund Capital Flow
1
CGL
Clarius Group LLC
Washington
-$139M
2
Harris Associates
Harris Associates
Illinois
-$132M
3
Holocene Advisors
Holocene Advisors
New York
-$66.4M
4
Boston Partners
Boston Partners
Massachusetts
-$64.8M
5
Renaissance Technologies
Renaissance Technologies
New York
-$58.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
WWP
826
WR Wealth Planners
Missouri
$3.83K – – –
WTG
827
West Tower Group
Virginia
$3.74K +$3.74K +44 New
CWP
828
Concord Wealth Partners
Virginia
$3.32K – – –
UFF
829
USA Financial Formulas
Michigan
$3.23K – – –
BG
830
Bollard Group
Massachusetts
$3K – – –
KFP
831
KB Financial Partners
New Jersey
$3K – – –
PVH
832
Psagot Value Holdings
Israel
$3K – – –
ETC
833
Exchange Traded Concepts
Oklahoma
$2.98K +$425 +5 +17%
TCA
834
Trifecta Capital Advisors
Illinois
$2.89K – – –
RTL
835
Red Tortoise LLC
Georgia
$2.64K – – –
TAM
836
Tucker Asset Management
Colorado
$2.55K – – –
CWC
837
Carolinas Wealth Consulting
North Carolina
$2.23K -$85 -1 -4%
RWPA
838
Richard W. Paul & Associates
Michigan
$2.21K – – –
FMTCOCP
839
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$2K – – –
AW
840
Avion Wealth
Texas
$2K +$1.45K +17 +243%
CTA
841
Colonial Trust Advisors
South Carolina
$1.87K – – –
GI
842
Gradient Investments
Minnesota
$1.87K – – –
HIA
843
Harbor Investment Advisory
Maryland
$1.78K – – –
NSIM
844
North Star Investment Management
Illinois
$1.61K – – –
AA
845
Ancora Advisors
Ohio
$1.56K – – –
BWM
846
Baystate Wealth Management
Massachusetts
$1.56K – – –
ECM
847
Everence Capital Management
Indiana
$1.4K +$359K +4,220 +35%
FSWA
848
Financial Synergies Wealth Advisors
Texas
$1.28K – – –
TWP
849
TFO Wealth Partners
Ohio
$1.17K +$170 +2 +17%
TWD
850
True Wealth Design
Ohio
$1.02K – – –
32 33
34
35 36

PCAR Hedge Fund Activity: Q3 2023 in Review

858 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in PACCAR (PCAR) for Q3 2023, worth a combined $29B — down 0.37% from $29.1B a quarter earlier.

Buyers outnumbered sellers: 77 funds opened new PCAR positions and 52 closed out — a net gain of 25 holders — while 326 added to existing stakes and 311 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $68.4M. The largest seller was Clarius Group LLC, cutting an estimated $139M.

  • 858 institutional investors held PACCAR (PCAR) as of Q3 2023, up from 842 in Q2 2023.
  • Funds reported $29B of PACCAR stock for Q3 2023, down 0.37% quarter-over-quarter.
  • 77 funds opened new PACCAR positions in Q3 2023 and 52 closed out, a net change of +25 holders.
  • The largest PACCAR buyer in Q3 2023 was Goldman Sachs, an estimated $68.4M added.
  • The largest PACCAR seller in Q3 2023 was Clarius Group LLC, an estimated $139M sold.

Based on aggregated 13F filings for Q3 2023.