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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
ESCM
876
Echo Street Capital Management
New York
-$207K -3,140 Closed
AC
877
AXQ Capital
New Jersey
-$204K -3,090 Closed
Point72 Asset Management
878
Point72 Asset Management
Connecticut
-$178K -2,705 Closed
MCC
879
Money Concepts Capital
Florida
-$152K -2,297 Closed
AI
880
AXS Investments
New York
-$149K -2,265 Closed
LFASL
881
Lugano Financial Advisors SA (LFA)
Switzerland
-$61.7K -1,403 Closed
GPI
882
General Partner Inc
Pennsylvania
-$92K -1,395 Closed
CAS
883
Coppell Advisory Solutions
Texas
-$49.2K -746 Closed
CASC
884
Coppell Advisory Solutions Corp
Texas
-$49.2K -746 Closed
SC
885
Seldon Capital
California
-$42.3K -641 Closed
MIFH
886
Migdal Insurance & Financial Holdings
Israel
-$40.9K -571 -100%
HNWAG
887
High Net Worth Advisory Group
Florida
-$33K -500 Closed
MS
888
Marshall & Sullivan
Washington
-$29.7K -450 Closed
USCWA
889
U.S. Capital Wealth Advisors
Texas
-$20.9K -317 Closed
DWP
890
Destiny Wealth Partners
Florida
-$17.7K -269 Closed
First Manhattan
891
First Manhattan
New York
-$7.32K -111 Closed
CA
892
Crewe Advisors
Utah
-$6.83K -104 Closed
Jones Financial Companies
893
Jones Financial Companies
Missouri
-$5K -83 Closed
BHWM
894
Beaird Harris Wealth Management
Texas
-$4.55K -69 Closed
MUMSS
895
Mitsubishi UFJ Morgan Stanley Securities
Japan
-$4K -60 Closed
MPCL
896
My Personal CFO LLC
Washington
-$2.57K -39 Closed
SC
897
Sierra Capital
Florida
-$2K -33 Closed
AA
898
Addison Advisors
Vermont
-$1.09K -17 Closed
EE
899
EWG Elevate
California
-$891 -14 Closed
LF
900
Lee Financial
Texas
-$792 -12 Closed

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.