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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
WIM
901
WealthPlan Investment Management
Nebraska
– -$145K -1,734 Closed
CMF
902
Counterpoint Mutual Funds
California
– -$98K -1,172 Closed
CFO
903
CVA Family Office
Colorado
– -$46K -550 Closed
IGWM
904
ICA Group Wealth Management
Colorado
– -$30.3K -362 Closed
FBC
905
Fairfield, Bush & Co
Connecticut
– -$21.9K -262 Closed
MIM
906
Macroview Investment Management
Maryland
– -$12.7K -152 Closed
QL
907
Quarry LP
New York
– -$7.28K -87 Closed
NIC
908
Northwest Investment Counselors
Oregon
– -$7.11K -85 Closed
TAIM
909
TD Ameritrade Investment Management
Nebraska
– -$5K -61 Closed
SF
910
Safeguard Financial
Wisconsin
– -$1K -10 Closed
33 34 35 36
37

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.