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PACCAR
PCAR

842 hedge funds and large institutions have $29.1B invested in PACCAR in 2023 Q2 according to their latest regulatory filings, with 90 funds opening new positions, 307 increasing their positions, 312 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed

89% more call options, than puts

Call options by funds: $144M | Put options by funds: $76.2M

23% more first-time investments, than exits

New positions opened: 90 | Existing positions closed: 73

15% more funds holding in top 10

Funds holding in top 10: 13 → 15 (+2)

13% more capital invested

Capital invested by funds: $25.8B → $29.1B (+$3.32B)

2% more funds holding

Funds holding: 828 → 842 (+14)

2% less repeat investments, than reductions

Existing positions increased: 307 | Existing positions reduced: 312

1.33% less ownership

Funds ownership: 67.94% → 66.61% (-1.3%)

Holders
842
Holders Change
+14
Holders Change %
+1.69%
% of All Funds
13.22%
Holding in Top 10
15
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+15.38%
% of All Funds
0.24%
New
90
Increased
307
Reduced
312
Closed
73
Calls
$144M
Puts
$76.2M
Net Calls
+$67.6M
Net Calls Change
+$11.3M

Top Buyers

Rank Fund Capital Flow
1
First Trust Advisors
First Trust Advisors
Illinois
+$179M
2
Morgan Stanley
Morgan Stanley
New York
+$78.8M
3
AQR Capital Management
AQR Capital Management
Connecticut
+$63.2M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$54.5M
5
Holocene Advisors
Holocene Advisors
New York
+$49.8M

Top Sellers

Rank Fund Capital Flow
1
FMI
Fiduciary Management Inc
Wisconsin
-$217M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$191M
3
Mercer Global Advisors
Mercer Global Advisors
Colorado
-$154M
4
Millennium Management
Millennium Management
New York
-$112M
5
BlackRock
BlackRock
New York
-$72.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
CIA
901
Cape Investment Advisory
Georgia
– -$12.6K -172 Closed
DCP
902
Distillate Capital Partners
Illinois
– -$12.6K -172 Closed
TWA
903
TCI Wealth Advisors
Arizona
– -$11.3K -154 Closed
OIS
904
Okabena Investment Services
Minnesota
– -$5.34K -73 Closed
TFA
905
Toth Financial Advisory
Virginia
– -$5.2K -71 Closed
SSC
906
Syverson Strege & Co
Iowa
– -$4.9K -67 Closed
VFA
907
Values First Advisors
Tennessee
– -$3.46K -47 Closed
BAM
908
Byrne Asset Management
New Jersey
– -$3K -37 Closed
AWM
909
Accel Wealth Management
Iowa
– -$2.53K -35 Closed
CBT
910
Central Bank & Trust
Kentucky
– -$1.32K -18 Closed
FCA
911
Fortis Capital Advisors
Kansas
– -$1.1K -15 Closed
2L
912
25 LLC
Missouri
– -$510 -7 Closed
RA
913
Rise Advisors
New York
– -$220 -3 Closed
AW
914
Avion Wealth
Texas
– +$148 +2 +40%
33 34 35 36
37

PCAR Hedge Fund Activity: Q2 2023 in Review

842 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in PACCAR (PCAR) for Q2 2023, worth a combined $29.1B — up 13% from $25.8B a quarter earlier.

Buyers outnumbered sellers: 90 funds opened new PCAR positions and 73 closed out — a net gain of 17 holders — while 307 added to existing stakes and 312 trimmed.

The largest buyer was First Trust Advisors, adding an estimated $179M. The largest seller was Fiduciary Management Inc, exiting entirely with an estimated $217M sold.

  • 842 institutional investors held PACCAR (PCAR) as of Q2 2023, up from 828 in Q1 2023.
  • Funds reported $29.1B of PACCAR stock for Q2 2023, up 13% quarter-over-quarter.
  • 90 funds opened new PACCAR positions in Q2 2023 and 73 closed out, a net change of +17 holders.
  • The largest PACCAR buyer in Q2 2023 was First Trust Advisors, an estimated $179M added.
  • The largest PACCAR seller in Q2 2023 was Fiduciary Management Inc, an estimated $217M sold.

Based on aggregated 13F filings for Q2 2023.