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
UBS AM
26
UBS AM
Illinois
$246M -$13M -132,469 -5%
Capital Research Global Investors
27
Capital Research Global Investors
California
$244M +$242M +2,477,279 New
Corient Private Wealth
28
Corient Private Wealth
Florida
$235M +$3.4M +34,797 +1%
MAM
29
Madison Asset Management
Wisconsin
$229M +$7.75M +79,288 +4%
CGL
30
Clarius Group LLC
Washington
$228M +$2.74K +28 +0%
Amundi
31
Amundi
France
$219M -$29.1M -297,287 -12%
Hotchkis & Wiley Capital Management
32
Hotchkis & Wiley Capital Management
California
$214M +$28M +286,600 +15%
Deutsche Bank
33
Deutsche Bank
Germany
$205M +$1.11M +11,362 +0.6%
DWT
34
Dorsey & Whitney Trust
South Dakota
$172M +$169M +1,724,337 +11,693%
HSBC Holdings
35
HSBC Holdings
United Kingdom
$170M -$53M -541,783 -24%
Royal Bank of Canada
36
Royal Bank of Canada
Ontario, Canada
$166M -$83.4M -853,181 -34%
National Pension Service
37
National Pension Service
South Korea
$162M +$6.66M +68,064 +4%
Nordea Investment Management
38
Nordea Investment Management
Sweden
$154M +$51M +521,632 +50%
Swiss National Bank
39
Swiss National Bank
Switzerland
$154M +$401K +4,100 +0.3%
EIP
40
Epoch Investment Partners
New York
$153M +$10.6M +108,120 +8%
UBS Group
41
UBS Group
Switzerland
$149M -$35.8M -366,111 -19%
Allianz Asset Management
42
Allianz Asset Management
Germany
$141M -$48.8M -498,684 -26%
AQR Capital Management
43
AQR Capital Management
Connecticut
$133M -$125M -1,276,167 -48%
Wells Fargo
44
Wells Fargo
California
$132M -$12.5M -128,198 -9%
Sumitomo Mitsui Trust Group
45
Sumitomo Mitsui Trust Group
Japan
$129M +$1.97M +20,155 +2%
Barclays
46
Barclays
United Kingdom
$124M -$53.5M -547,031 -30%
Kovitz Investment Group Partners
47
Kovitz Investment Group Partners
Illinois
$111M +$14.3M +146,066 +15%
Caisse de Depot et Placement du Quebec (CDPQ)
48
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$111M -$10.3M -105,057 -9%
California Public Employees Retirement System
49
California Public Employees Retirement System
California
$109M +$5.18M +52,933 +5%
Millennium Management
50
Millennium Management
New York
$107M +$19.2M +196,451 +22%

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.