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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
SFA
201
Sequoia Financial Advisors
Ohio
$7.69M -$2.64M -36,923 -26%
QI
202
QV Investors
Alberta, Canada
$7.51M -$230K -3,215 -3%
Twin Tree Management
203
Twin Tree Management
Texas
$7.28M -$80.7M -1,127,269 -92%
ZIM
204
Zacks Investment Management
Illinois
$7.08M +$207K +2,887 +3%
EI
205
Ethic Inc
New York
$7.01M +$1.25M +17,414 +22%
Osaic Holdings
206
Osaic Holdings
Arizona
$6.88M -$940K -13,135 -12%
UIM
207
USS Investment Management
United Kingdom
$6.81M -$234K -3,270 -3%
Wealthfront Advisers
208
Wealthfront Advisers
California
$6.8M +$1.97M +27,564 +42%
II
209
IFM Investors
Australia
$6.79M +$170K +2,378 +3%
URS
210
Utah Retirement Systems
Utah
$6.66M +$10.7K +149 +0.2%
COPPSERS
211
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$6.48M +$22.5K +314 +0.4%
Capital Fund Management (CFM)
212
Capital Fund Management (CFM)
France
$6.37M +$6.23M +87,021 New
GLA
213
Great Lakes Advisors
Illinois
$6.35M -$3.68M -51,442 -37%
BJL
214
Brighton Jones LLC
Washington
$6.34M +$8.59K +120 +0.1%
YCM
215
Yousif Capital Management
Michigan
$6.23M -$283K -3,961 -4%
Neuberger Berman Group
216
Neuberger Berman Group
New York
$6.17M +$3.36M +46,938 +126%
Public Employees Retirement Association of Colorado
217
Public Employees Retirement Association of Colorado
Colorado
$6.11M -$18.2K -254 -0.3%
EFIC
218
Eliot Finkel Investment Counsel
California
$6.08M -$155K -2,167 -3%
PI
219
PGGM Investments
Netherlands
$6.02M +$59.8K +836 +1%
RJFSA
220
Raymond James Financial Services Advisors
Florida
$5.98M -$260K -3,629 -4%
Lazard Asset Management
221
Lazard Asset Management
New York
$5.95M +$1.7M +23,768 +41%
AIM
222
Artemis Investment Management
United Kingdom
$5.93M +$5.81M +81,187 New
X
223
Xponance
Pennsylvania
$5.9M -$468K -6,535 -8%
FM
224
Foster & Motley
Ohio
$5.69M +$1.47M +20,519 +36%
EPFB
225
Employees Provident Fund Board
Malaysia
$5.63M +$5.51M +76,968 New

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.