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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
OIA
401
OneDigital Investment Advisors
Kansas
$1.79M -$293K -2,992 -14%
BBVA
402
Banco Bilbao Vizcaya Argentaria
Spain
$1.78M +$73.6K +753 +4%
PSP
403
Pacific Sage Partners
Washington
$1.78M +$56.3K +576 +3%
EF
404
Empirical Finance
Pennsylvania
$1.78M +$36.3K +371 +2%
LFP
405
Leeward Financial Partners
Washington
$1.75M +$124K +1,267 +8%
FTDI
406
First Trust Direct Indexing
Massachusetts
$1.72M +$147K +1,508 +9%
OQS
407
Occudo Quantitative Strategies
Florida
$1.68M +$529K +5,413 +47%
AWM
408
Apollon Wealth Management
South Carolina
$1.67M -$262K -2,675 -14%
MGP
409
Metis Global Partners
California
$1.65M +$29.3K +300 +2%
NMIMC
410
Northwestern Mutual Investment Management Company
Wisconsin
$1.64M -$6.36K -65 -0.4%
HCM
411
Howard Capital Management
Georgia
$1.63M -$738K -7,546 -31%
AIA
412
Affinity Investment Advisors
California
$1.63M -$9.48K -97 -0.6%
IWA
413
IBEX Wealth Advisors
New Jersey
$1.63M +$1.13M +11,524 +2,421%
NERM
414
New England Research & Management
Illinois
$1.61M -$92.9K -950 -5%
JSL
415
JT Stratford LLC
Georgia
$1.58M +$124K +1,269 +9%
Rockefeller Capital Management
416
Rockefeller Capital Management
New York
$1.57M -$2.13M -21,818 -58%
Man Group
417
Man Group
United Kingdom
$1.57M -$10.4M -105,955 -87%
HWM
418
Hohimer Wealth Management
Washington
$1.56M +$28.6K +292 +2%
AFCM
419
Applied Finance Capital Management
Puerto Rico
$1.56M +$1.12M +11,421 +261%
CCIA
420
Campbell & Co Investment Adviser
Maryland
$1.55M -$174K -1,782 -10%
SGCA
421
Steel Grove Capital Advisors
Tennessee
$1.55M -$15.4K -158 -1%
RIP
422
RAM Investment Partners
Washington
$1.54M -$40.3K -412 -3%
HI
423
Horizon Investments
North Carolina
$1.54M +$31.2K +319 +2%
NA
424
NewEdge Advisors
Louisiana
$1.54M +$643K +6,576 +73%
IIL
425
Insight Inv LLC
California
$1.53M +$17.1K +175 +1%

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.