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PACCAR

1,012 hedge funds and large institutions have $37.8B invested in PACCAR in 2024 Q4 according to their latest regulatory filings, with 158 funds opening new positions, 364 increasing their positions, 343 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed

82% more first-time investments, than exits

New positions opened: 158 | Existing positions closed: 87

7% more capital invested

Capital invested by funds: $35.4B → $37.8B (+$2.45B)

7% more funds holding in top 10

Funds holding in top 10: 1516 (+1)

6% more funds holding

Funds holding: 9581,012 (+54)

6% more repeat investments, than reductions

Existing positions increased: 364 | Existing positions reduced: 343

5% more call options, than puts

Call options by funds: $155M | Put options by funds: $147M

0.79% more ownership

Funds ownership: 68.45%69.24% (+0.79%)

Holders
1,012
Holders Change
+54
Holders Change %
+5.64%
% of All Funds
13.33%
Holding in Top 10
16
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.67%
% of All Funds
0.21%
New
158
Increased
364
Reduced
343
Closed
87
Calls
$155M
Puts
$147M
Net Calls
+$7.55M
Net Calls Change
-$62.9M
Name Holding Trade Value Shares
Change
Change in
Stake
UCFA
376
United Capital Financial Advisors
Texas
$2.37M +$74.9K +684 +3%
CL
377
Choreo LLC
Illinois
$2.36M -$55.5K -507 -2%
William Blair & Company
378
William Blair & Company
Illinois
$2.34M -$277K -2,528 -10%
Envestnet Portfolio Solutions
379
Envestnet Portfolio Solutions
Illinois
$2.34M -$291K -2,660 -11%
LNWTC
380
Laird Norton Wetherby Trust Company
Washington
$2.33M -$499K -4,560 -17%
Cambridge Investment Research Advisors
381
Cambridge Investment Research Advisors
Iowa
$2.33M +$413K +3,773 +20%
ACA
382
Aspire Capital Advisors
Washington
$2.32M +$3.28K +30 +0.1%
MLM
383
Mount Lucas Management
Pennsylvania
$2.31M -$194K -1,771 -7%
AIP
384
Ameritas Investment Partners
Nebraska
$2.27M +$77.3K +706 +3%
FNBOMD
385
First National Bank of Mount Dora
Florida
$2.25M +$108K +983 +5%
FMWA
386
Forvis Mazars Wealth Advisors
Missouri
$2.24M -$3.06K -28 -0.1%
CIA
387
Cascade Investment Advisors
Oregon
$2.23M -$86.1K -787 -4%
SFS
388
Sowell Financial Services
Arkansas
$2.2M +$64.2K +587 +3%
TCM
389
Twin Capital Management
Pennsylvania
$2.19M -$19.4K -177 -0.8%
PIM
390
Plato Investment Management
Australia
$2.18M +$244K +2,233 +12%
SFI
391
Siemens Fonds Invest
Germany
$2.18M -$185K -1,687 -7%
VI
392
Vestcor Inc
New Brunswick, Canada
$2.16M +$281K +2,565 +14%
MFS
393
Mirabella Financial Services
United Kingdom
$2.15M +$2.27M +20,707 New
AIM
394
Achmea Investment Management
Netherlands
$2.15M -$12.3M -112,062 -84%
SDIC
395
South Dakota Investment Council
South Dakota
$2.14M
S
396
SimplyRich
California
$2.06M +$22.3K +204 +1%
DILIC
397
Dai-ichi Life Insurance Company
Japan
$2.05M -$5.63M -51,419 -72%
ECM
398
Everence Capital Management
Indiana
$1.98M +$2.09M +19,070 New
VNA
399
Valley National Advisers
Pennsylvania
$1.98M +$11.6K +106 +0.6%
KeyBank National Association
400
KeyBank National Association
Ohio
$1.97M +$1.42K +13 +0.1%

PCAR Hedge Fund Activity: Q4 2024 in Review

1,012 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in PACCAR (PCAR) for Q4 2024, worth a combined $37.8B — up 6.9% from $35.4B a quarter earlier.

Buyers outnumbered sellers: 158 funds opened new PCAR positions and 87 closed out — a net gain of 71 holders — while 364 added to existing stakes and 343 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $368M. The largest seller was Nordea Investment Management, cutting an estimated $163M.

  • 1,012 institutional investors held PACCAR (PCAR) as of Q4 2024, up from 958 in Q3 2024.
  • Funds reported $37.8B of PACCAR stock for Q4 2024, up 6.9% quarter-over-quarter.
  • 158 funds opened new PACCAR positions in Q4 2024 and 87 closed out, a net change of +71 holders.
  • The largest PACCAR buyer in Q4 2024 was Wellington Management Group, an estimated $368M added.
  • The largest PACCAR seller in Q4 2024 was Nordea Investment Management, an estimated $163M sold.

Based on aggregated 13F filings for Q4 2024.