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
HPG
476
Harvest Portfolios Group
Ontario, Canada
$1.07M +$313K +3,204 +42%
TCCM
477
Timber Creek Capital Management
Massachusetts
$1.06M
IP
478
Intellectus Partners
California
$1.06M +$51K +522 +5%
Lido Advisors
479
Lido Advisors
California
$1.05M +$180K +1,837 +21%
EP
480
Edgestream Partners
New Jersey
$1.05M -$1.55M -15,814 -60%
RJT
481
Raymond James Trust
Florida
$1.05M -$2.44K -25 -0.2%
BCWM
482
Bartlett & Co Wealth Management
Ohio
$1.04M
Focus Partners Wealth
483
Focus Partners Wealth
Massachusetts
$1.04M +$15.8K +162 +2%
ZF
484
Zega Financial
Florida
$1.04M -$3.52K -36 -0.3%
FFM
485
Forum Financial Management
Illinois
$1.03M +$5.08K +52 +0.5%
BCV
486
Banque Cantonale Vaudoise
Switzerland
$1.02M +$427K +4,372 +74%
SRL
487
Scientech Research LLC
New Jersey
$1.01M +$172K +1,761 +21%
AAIS
488
ABN AMRO Investment Solutions
$1.01M +$587 +6 +0.1%
FAIM
489
Financial Advocates Investment Management
Washington
$1M -$391 -4 -0%
AI
490
Atria Investments
North Carolina
$998K -$792K -8,103 -44%
I
491
InceptionR
California
$992K -$267K -2,728 -21%
ODA
492
One Degree Advisors
California
$981K -$36.6K -374 -4%
MM
493
MQS Management
New York
$978K +$116K +1,182 +14%
SDWMA
494
Schneider Downs Wealth Management Advisors
Pennsylvania
$976K
NB
495
NBT Bank
New York
$968K
CICI
496
Capital Investment Counsel Inc
North Carolina
$955K
GFPC
497
Global Financial Private Client
Florida
$949K -$360K -3,686 -28%
NRD
498
Nebula Research & Development
New York
$937K +$929K +9,497 New
BPA
499
Beacon Pointe Advisors
California
$921K -$70.5K -721 -7%
EWM
500
Empirical Wealth Management
Washington
$920K +$1.96K +20 +0.2%

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.