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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
LNWWM
476
Laird Norton Wetherby Wealth Management
California
$1.18M -$40.2K -367 -3%
IP
477
Intellectus Partners
California
$1.16M +$17.2K +157 +1%
ZI
478
ZEGA Investments
Florida
$1.15M +$1.15M +10,500 New
PA
479
Pinnacle Associates
New York
$1.15M -$58K -530 -5%
CI Investments Inc
480
CI Investments Inc
Ontario, Canada
$1.14M +$945K +8,638 +372%
BCWM
481
Bartlett & Co Wealth Management
Ohio
$1.13M
VEA
482
Virtus ETF Advisers
New York
$1.12M +$200K +1,826 +20%
TCCM
483
Timber Creek Capital Management
Massachusetts
$1.12M -$438 -4 -0%
IAN
484
Integrated Advisors Network
Texas
$1.1M -$303K -2,772 -21%
DRP
485
Decker Retirement Planning
Utah
$1.1M +$1.15M +10,533 New
AAIS
486
ABN AMRO Investment Solutions
$1.07M
ODA
487
One Degree Advisors
California
$1.06M
FAIM
488
Financial Advocates Investment Management
Washington
$1.06M +$766 +7 +0.1%
AIA
489
Affinity Investment Advisors
California
$1.05M -$698K -6,377 -39%
CM
490
Crestline Management
Texas
$1.04M +$1.09M +9,971 New
DWM
491
DecisionMap Wealth Management
Virginia
$1.04M +$1.09M +9,970 New
WG
492
Winton Group
United Kingdom
$1.03M +$1.09M +9,949 New
FFM
493
Forum Financial Management
Illinois
$1.03M -$60.6K -554 -5%
LA
494
LM Advisors
California
$1.02M +$1.05M +9,549 New
PL
495
Perpetual Ltd
Australia
$1.02M -$228K -2,083 -18%
LFAS
496
Level Four Advisory Services
Texas
$1.01M -$134K -1,227 -11%
GFPC
497
Global Financial Private Client
Florida
$1.01M +$10.6K +97 +1%
GWS
498
Greykasell Wealth Strategies
California
$996K +$1.05M +9,572 New
EWM
499
Empirical Wealth Management
Washington
$988K +$19.3K +176 +2%
DWM
500
Dakota Wealth Management
Florida
$980K -$5.36K -49 -0.5%

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.