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1,020 hedge funds and large institutions have $36.6B invested in PACCAR in 2024 Q2 according to their latest regulatory filings, with 118 funds opening new positions, 419 increasing their positions, 334 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more call options, than puts

Call options by funds: $180M | Put options by funds: $115M

25% more repeat investments, than reductions

Existing positions increased: 419 | Existing positions reduced: 334

22% more first-time investments, than exits

New positions opened: 118 | Existing positions closed: 97

1.84% more ownership

Funds ownership: 65.92%67.76% (+1.8%)

1% more funds holding

Funds holding: 1,0101,020 (+10)

14% less capital invested

Capital invested by funds: $42.7B → $36.6B (-$6.14B)

33% less funds holding in top 10

Funds holding in top 10: 2114 (-7)

Holders
1,020
Holders Change
+10
Holders Change %
+0.99%
% of All Funds
14.73%
Holding in Top 10
14
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-33.33%
% of All Funds
0.2%
New
118
Increased
419
Reduced
334
Closed
97
Calls
$180M
Puts
$115M
Net Calls
+$65.5M
Net Calls Change
+$34M
Name Holding Trade Value Shares
Change
Change in
Stake
II
251
Inspire Investing
Idaho
$7.3M +$444K +4,027 +6%
X
252
Xponance
Pennsylvania
$7.22M +$22.6K +205 +0.3%
IMCOOI
253
Investment Management Corp of Ontario (IMCO)
Canada
$7.12M +$353K +3,200 +5%
IIM
254
INTECH Investment Management
Florida
$7.06M +$3.5M +31,750 +86%
Lazard Asset Management
255
Lazard Asset Management
New York
$7.05M +$505K +4,584 +7%
Pacer Advisors
256
Pacer Advisors
Pennsylvania
$7.02M +$196K +1,776 +3%
SMDAM
257
Sumitomo Mitsui DS Asset Management
Japan
$7.02M -$19.8K -180 -0.3%
Commonwealth Equity Services
258
Commonwealth Equity Services
Massachusetts
$6.99M -$14.8K -134 -0.2%
BC
259
Burney Company
Virginia
$6.89M -$6.28K -57 -0.1%
SCM
260
Shelton Capital Management
Colorado
$6.86M +$115K +1,040 +2%
QCM
261
Quantinno Capital Management
New York
$6.82M +$1.25M +11,314 +21%
MOACM
262
Mutual of America Capital Management
New York
$6.81M -$273K -2,477 -4%
OSAM
263
O'Shaughnessy Asset Management
Connecticut
$6.66M +$562K +5,101 +9%
M&T Bank
264
M&T Bank
New York
$6.64M -$332K -3,011 -4%
BHWM
265
Bar Harbor Wealth Management
New Hampshire
$6.59M -$242K -2,196 -3%
Janus Henderson Group
266
Janus Henderson Group
United Kingdom
$6.55M -$505K -4,577 -7%
Cerity Partners
267
Cerity Partners
New York
$6.47M -$94.4K -856 -1%
QT
268
Quantbot Technologies
New York
$6.2M +$6.64M +60,228 New
Bank of Nova Scotia
269
Bank of Nova Scotia
Ontario, Canada
$5.96M -$12.8M -116,163 -67%
BCI
270
Brinker Capital Investments
Pennsylvania
$5.65M +$1.6M +14,516 +36%
OPS
271
Orion Portfolio Solutions
Nebraska
$5.65M +$1.6M +14,516 +36%
CAPTRUST Financial Advisors
272
CAPTRUST Financial Advisors
North Carolina
$5.54M +$62.9K +571 +1%
GIA
273
GHP Investment Advisors
Colorado
$5.54M +$542K +4,916 +10%
HIM
274
Harbour Investment Management
Washington
$5.51M -$7.94K -72 -0.1%
IMPI
275
Ilmarinen Mutual Pension Insurance
Finland
$5.4M

PCAR Hedge Fund Activity: Q2 2024 in Review

1,020 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in PACCAR (PCAR) for Q2 2024, worth a combined $36.6B — down 14% from $42.7B a quarter earlier.

Buyers outnumbered sellers: 118 funds opened new PCAR positions and 97 closed out — a net gain of 21 holders — while 419 added to existing stakes and 334 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $724M. The largest seller was Ontario Teachers' Pension Plan Board, exiting entirely with an estimated $391M sold.

  • 1,020 institutional investors held PACCAR (PCAR) as of Q2 2024, up from 1,010 in Q1 2024.
  • Funds reported $36.6B of PACCAR stock for Q2 2024, down 14% quarter-over-quarter.
  • 118 funds opened new PACCAR positions in Q2 2024 and 97 closed out, a net change of +21 holders.
  • The largest PACCAR buyer in Q2 2024 was Wellington Management Group, an estimated $724M added.
  • The largest PACCAR seller in Q2 2024 was Ontario Teachers' Pension Plan Board, an estimated $391M sold.

Based on aggregated 13F filings for Q2 2024.