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958 hedge funds and large institutions have $35.4B invested in PACCAR in 2024 Q3 according to their latest regulatory filings, with 68 funds opening new positions, 366 increasing their positions, 386 reducing their positions, and 121 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more call options, than puts

Call options by funds: $169M | Put options by funds: $98.9M

7% more funds holding in top 10

Funds holding in top 10: 1415 (+1)

0.69% more ownership

Funds ownership: 67.76%68.45% (+0.69%)

3% less capital invested

Capital invested by funds: $36.6B → $35.4B (-$1.17B)

5% less repeat investments, than reductions

Existing positions increased: 366 | Existing positions reduced: 386

6% less funds holding

Funds holding: 1,020958 (-62)

44% less first-time investments, than exits

New positions opened: 68 | Existing positions closed: 121

Holders
958
Holders Change
-62
Holders Change %
-6.08%
% of All Funds
13.76%
Holding in Top 10
15
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.14%
% of All Funds
0.22%
New
68
Increased
366
Reduced
386
Closed
121
Calls
$169M
Puts
$98.9M
Net Calls
+$70.5M
Net Calls Change
+$4.97M
Name Holding Trade Value Shares
Change
Change in
Stake
IWS
326
Insight Wealth Strategies
California
$3.17M +$1.33M +13,571 +73%
MCM
327
Monument Capital Management
Virginia
$3.12M -$69.6K -712 -2%
RF
328
Robinswood Financial
Washington
$3.12M -$162K -1,657 -5%
FAG
329
Fortitude Advisory Group
Washington
$3.08M
AA
330
ALPS Advisors
Colorado
$2.98M +$330K +3,373 +13%
NP
331
Nilsine Partners
Colorado
$2.92M +$154K +1,575 +6%
MSRPS
332
Maryland State Retirement & Pension System
Maryland
$2.9M -$1.03M -10,542 -26%
SA
333
SpiderRock Advisors
Delaware
$2.89M +$356K +3,638 +14%
KJWM
334
Kiley Juergens Wealth Management
Washington
$2.87M -$9.39K -96 -0.3%
SAM
335
Securian Asset Management
Minnesota
$2.86M -$112K -1,145 -4%
Verition Fund Management
336
Verition Fund Management
Connecticut
$2.86M +$827K +8,457 +41%
PGAM
337
Princeton Global Asset Management
New Jersey
$2.83M +$77.8K +796 +3%
ME
338
McIlrath & Eck
Washington
$2.77M +$379K +3,878 +16%
HAI
339
Hennessy Advisors Inc
California
$2.76M -$58.7K -600 -2%
OC
340
Oppenheimer & Co
New York
$2.72M -$6.75K -69 -0.2%
GLA
341
Great Lakes Advisors
Illinois
$2.69M -$103K -1,051 -4%
CB
342
Commerce Bank
Missouri
$2.68M +$95.9K +981 +4%
PI
343
PEAK6 Investments
Illinois
$2.67M +$1.79M +18,343 +210%
Tudor Investment Corp
344
Tudor Investment Corp
Connecticut
$2.67M +$2.64M +27,021 New
IC
345
IEQ Capital
California
$2.66M +$583K +5,965 +28%
NB
346
Norinchukin Bank
Japan
$2.65M +$388K +3,970 +17%
MC
347
Mirabaud & Cie
Switzerland
$2.63M
LNWTC
348
Laird Norton Wetherby Trust Company
Washington
$2.6M +$193K +1,977 +8%
TRCT
349
Tower Research Capital (TRC)
New York
$2.58M -$8.43M -86,180 -77%
PAG
350
Private Advisor Group
New Jersey
$2.58M +$436K +4,457 +21%

PCAR Hedge Fund Activity: Q3 2024 in Review

958 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in PACCAR (PCAR) for Q3 2024, worth a combined $35.4B — down 3.2% from $36.6B a quarter earlier.

Sellers outnumbered buyers: 121 funds closed out of PCAR and 68 opened new positions — a net loss of 53 holders — while 386 trimmed existing stakes and 366 added.

The largest buyer was Wellington Management Group, adding an estimated $457M. The largest seller was Fidelity Investments, cutting an estimated $393M.

  • 958 institutional investors held PACCAR (PCAR) as of Q3 2024, down from 1,020 in Q2 2024.
  • Funds reported $35.4B of PACCAR stock for Q3 2024, down 3.2% quarter-over-quarter.
  • 68 funds opened new PACCAR positions in Q3 2024 and 121 closed out, a net change of -53 holders.
  • The largest PACCAR buyer in Q3 2024 was Wellington Management Group, an estimated $457M added.
  • The largest PACCAR seller in Q3 2024 was Fidelity Investments, an estimated $393M sold.

Based on aggregated 13F filings for Q3 2024.