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1,020 hedge funds and large institutions have $36.6B invested in PACCAR in 2024 Q2 according to their latest regulatory filings, with 118 funds opening new positions, 419 increasing their positions, 334 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more call options, than puts

Call options by funds: $180M | Put options by funds: $115M

25% more repeat investments, than reductions

Existing positions increased: 419 | Existing positions reduced: 334

22% more first-time investments, than exits

New positions opened: 118 | Existing positions closed: 97

1.84% more ownership

Funds ownership: 65.92%67.76% (+1.8%)

1% more funds holding

Funds holding: 1,0101,020 (+10)

14% less capital invested

Capital invested by funds: $42.7B → $36.6B (-$6.14B)

33% less funds holding in top 10

Funds holding in top 10: 2114 (-7)

Holders
1,020
Holders Change
+10
Holders Change %
+0.99%
% of All Funds
14.73%
Holding in Top 10
14
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-33.33%
% of All Funds
0.2%
New
118
Increased
419
Reduced
334
Closed
97
Calls
$180M
Puts
$115M
Net Calls
+$65.5M
Net Calls Change
+$34M
Name Holding Trade Value Shares
Change
Change in
Stake
RJT
501
Raymond James Trust
Florida
$1.09M -$4.74K -43 -0.4%
CJ
502
Caitlin John
Michigan
$1.09M -$222K -2,015 -16%
BCWM
503
Bartlett & Co Wealth Management
Ohio
$1.09M -$8.49K -77 -0.7%
ZF
504
Zega Financial
Florida
$1.08M +$1.16M +10,536 New
Focus Partners Wealth
505
Focus Partners Wealth
Massachusetts
$1.07M +$619K +5,612 +117%
JA
506
JLB & Associates
Michigan
$1.07M +$654K +5,930 +134%
ODA
507
One Degree Advisors
California
$1.07M
FFM
508
Forum Financial Management
Illinois
$1.07M +$468K +4,244 +69%
AAIS
509
ABN AMRO Investment Solutions
$1.06M +$890K +8,077 +370%
IP
510
Intellectus Partners
California
$1.05M -$12.8K -116 -1%
FAIM
511
Financial Advocates Investment Management
Washington
$1.05M -$37.3K -338 -3%
BPA
512
Beacon Pointe Advisors
California
$1.03M +$4.63K +42 +0.4%
DWM
513
Dakota Wealth Management
Florida
$1.03M -$3.42K -31 -0.3%
VI
514
Versor Investments
New York
$1.03M +$419K +3,800 +61%
SDWMA
515
Schneider Downs Wealth Management Advisors
Pennsylvania
$1.02M -$6.39K -58 -0.6%
P
516
&Partners
Tennessee
$1.02M +$714K +6,478 +190%
NB
517
NBT Bank
New York
$1.01M +$1.08M +9,812 New
FT
518
Fiduciary Trust
Massachusetts
$1M -$59.5K -540 -5%
LCM
519
Laurion Capital Management
New York
$1M +$1.07M +9,742 New
CAS
520
CTC Alternative Strategies
Illinois
$999K +$1.07M +9,704 New
CICI
521
Capital Investment Counsel Inc
North Carolina
$996K +$99.2K +900 +10%
UFF
522
USA Financial Formulas
Michigan
$984K -$1.11M -10,025 -51%
JCIA
523
Jackson Creek Investment Advisors
Colorado
$967K -$151K -1,372 -13%
FFA
524
Farther Finance Advisors
California
$967K +$171K +1,553 +20%
EWM
525
Empirical Wealth Management
Washington
$958K -$77.6K -704 -7%

PCAR Hedge Fund Activity: Q2 2024 in Review

1,020 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in PACCAR (PCAR) for Q2 2024, worth a combined $36.6B — down 14% from $42.7B a quarter earlier.

Buyers outnumbered sellers: 118 funds opened new PCAR positions and 97 closed out — a net gain of 21 holders — while 419 added to existing stakes and 334 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $724M. The largest seller was Ontario Teachers' Pension Plan Board, exiting entirely with an estimated $391M sold.

  • 1,020 institutional investors held PACCAR (PCAR) as of Q2 2024, up from 1,010 in Q1 2024.
  • Funds reported $36.6B of PACCAR stock for Q2 2024, down 14% quarter-over-quarter.
  • 118 funds opened new PACCAR positions in Q2 2024 and 97 closed out, a net change of +21 holders.
  • The largest PACCAR buyer in Q2 2024 was Wellington Management Group, an estimated $724M added.
  • The largest PACCAR seller in Q2 2024 was Ontario Teachers' Pension Plan Board, an estimated $391M sold.

Based on aggregated 13F filings for Q2 2024.