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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$4.54B +$310M +4,335,396 +8%
BlackRock
2
BlackRock
New York
$2.71B -$145M -2,021,133 -5%
State Street
3
State Street
Massachusetts
$1.56B -$10.1M -141,276 -0.7%
Geode Capital Management
4
Geode Capital Management
Massachusetts
$859M +$18.1M +252,738 +2%
Bank of America
5
Bank of America
North Carolina
$824M -$7.19M -100,439 -0.9%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$787M +$199M +2,778,727 +35%
Massachusetts Financial Services
7
Massachusetts Financial Services
Massachusetts
$636M -$74M -1,034,701 -11%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$428M +$32M +447,593 +8%
Morgan Stanley
9
Morgan Stanley
New York
$407M -$8.82M -123,281 -2%
Northern Trust
10
Northern Trust
Illinois
$400M -$231M -3,224,814 -37%
AllianceBernstein
11
AllianceBernstein
Tennessee
$358M +$121M +1,693,205 +53%
Norges Bank
12
Norges Bank
Norway
$357M -$2.22M -31,046 -0.6%
Fisher Asset Management
13
Fisher Asset Management
Washington
$348M +$340M +4,748,882 New
OTPPB
14
Ontario Teachers' Pension Plan Board
Ontario, Canada
$340M -$32.2M -450,243 -9%
Principal Financial Group
15
Principal Financial Group
Iowa
$339M -$34.3M -479,669 -9%
T. Rowe Price Associates
16
T. Rowe Price Associates
Maryland
$289M -$222M -3,105,827 -44%
Legal & General Group
17
Legal & General Group
United Kingdom
$287M +$6.41M +89,591 +2%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$280M -$4.81M -67,200 -2%
US Bancorp
19
US Bancorp
Minnesota
$265M -$19.3M -269,990 -7%
Citadel Advisors
20
Citadel Advisors
Florida
$248M +$223M +3,122,972 +1,177%
Hotchkis & Wiley Capital Management
21
Hotchkis & Wiley Capital Management
California
$222M -$20.6M -288,232 -9%
Invesco
22
Invesco
Georgia
$220M +$22.1M +309,328 +11%
FMI
23
Fiduciary Management Inc
Wisconsin
$217M -$11.1M -154,811 -5%
Charles Schwab
24
Charles Schwab
California
$213M +$1.16M +16,199 +0.6%
Capital International Investors
25
Capital International Investors
California
$201M -$96.1M -1,342,542 -33%

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.