We are live on ! Find out more

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
WT
376
Whittier Trust
California
$2.15M -$31.2K -319 -1%
FMWA
377
Forvis Mazars Wealth Advisors
Missouri
$2.13M +$3.23K +33 +0.2%
BHWM
378
Bar Harbor Wealth Management
New Hampshire
$2.12M -$4.16M -42,519 -66%
AG
379
AIA Group
Hong Kong
$2.11M +$2.09M +21,414 New
TCM
380
Twin Capital Management
Pennsylvania
$2.09M -$24.5K -251 -1%
AIP
381
Ameritas Investment Partners
Nebraska
$2.08M +$33.8K +346 +2%
ZIG
382
Zurich Insurance Group
Switzerland
$2.06M
FNBOMD
383
First National Bank of Mount Dora
Florida
$2.04M +$347K +3,548 +21%
SDIC
384
South Dakota Investment Council
South Dakota
$2.03M
SFS
385
Sowell Financial Services
Arkansas
$2.03M -$6.75K -69 -0.3%
SW
386
SteelPeak Wealth
California
$2.01M +$192K +1,967 +11%
Walleye Capital
387
Walleye Capital
New York
$2M +$508K +5,193 +35%
S
388
SimplyRich
California
$1.93M +$52.5K +537 +3%
BHPW
389
Beverly Hills Private Wealth
California
$1.9M +$679K +6,946 +56%
KAS
390
Kestra Advisory Services
Texas
$1.9M +$1.27K +13 +0.1%
LWM
391
Lodestone Wealth Management
Washington
$1.88M -$188K -1,924 -9%
ACS
392
Archford Capital Strategies
Illinois
$1.88M +$684 +7 +0%
VNA
393
Valley National Advisers
Pennsylvania
$1.87M +$1.85M +18,907 +37,814%
KeyBank National Association
394
KeyBank National Association
Ohio
$1.86M +$24.1K +246 +1%
PIM
395
Plato Investment Management
Australia
$1.84M
Cambridge Investment Research Advisors
396
Cambridge Investment Research Advisors
Iowa
$1.84M -$206K -2,109 -10%
EWA
397
EP Wealth Advisors
California
$1.83M +$185K +1,890 +11%
VI
398
Vestcor Inc
New Brunswick, Canada
$1.8M -$62.7K -641 -3%
Capstone Investment Advisors
399
Capstone Investment Advisors
New York
$1.8M +$458K +4,682 +35%
Federated Hermes
400
Federated Hermes
Pennsylvania
$1.79M +$230K +2,357 +15%

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.