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PACCAR
PCAR

Overview Fund Activity

950 hedge funds and large institutions have $34.8B invested in PACCAR in 2024 Q3 according to their latest regulatory filings, with 68 funds opening new positions, 364 increasing their positions, 380 reducing their positions, and 120 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
950
Holders Change
-62
Holders Change %
-6.13%
% of All Funds
13.74%
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
364
Reduced
380
Closed
120
Calls
$169M
Puts
$98.9M
Net Calls
+$70.5M
Net Calls Change
+$4.97M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$461M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$325M
3
Capital Research Global Investors
Capital Research Global Investors
California
+$244M
4
Bank of America
Bank of America
North Carolina
+$172M
5
DWT
Dorsey & Whitney Trust
South Dakota
+$170M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$396M
2
AQR Capital Management
AQR Capital Management
Connecticut
-$124M
3
First Trust Advisors
First Trust Advisors
Illinois
-$107M
4
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
-$85.8M
5
AllianceBernstein
AllianceBernstein
Tennessee
-$84.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
RWB
501
RMR Wealth Builders
New Jersey
$877K – – –
ADIM
502
Alpha DNA Investment Management
Maryland
$865K +$388K +3,930 +81%
BFG
503
Bleakley Financial Group
New Jersey
$861K +$10.8K +109 +1%
SFA
504
Sequoia Financial Advisors
Ohio
$858K +$224K +2,269 +35%
IPW
505
Impact Partnership Wealth
Georgia
$858K +$186K +1,883 +28%
MYAM
506
Meiji Yasuda Asset Management
Japan
$855K -$22.4K -227 -3%
UCI
507
Uncommon Cents Investing
Wisconsin
$854K – – –
CA
508
Clearstead Advisors
Ohio
$850K -$44K -446 -5%
MIM
509
Morningstar Investment Management
Illinois
$848K +$28.4K +262 +3%
TWG
510
The Wealth Group
Minnesota
$839K – – –
FFA
511
Farther Finance Advisors
California
$818K -$119K -1,204 -13%
FPAS
512
Focus Partners Advisor Solutions
Missouri
$817K +$2.86K +29 +0.4%
HH
513
Hilltop Holdings
Texas
$816K +$269K +2,728 +49%
WPC
514
Wedmont Private Capital
Pennsylvania
$804K -$25.4K -247 -3%
MCM
515
MAI Capital Management
Ohio
$804K -$420K -4,254 -34%
FIM
516
Fruth Investment Management
Texas
$802K – – –
JF
517
Jump Financial
Illinois
$797K -$4.15M -42,103 -84%
FFG
518
Fortem Financial Group
California
$797K +$797K +8,073 New
KWA
519
Kingswood Wealth Advisors
California
$796K -$68.6K -695 -8%
PS
520
Principal Securities
Iowa
$794K +$103K +1,048 +15%
MFS
521
Madrona Financial Services
Washington
$785K -$99 -1 -0%
AWM
522
AE Wealth Management
Kansas
$785K +$401K +4,064 +105%
SIA
523
Strategic Investment Advisors
Michigan
$784K +$1.58K +16 +0.2%
AC
524
Apella Capital
Connecticut
$781K -$1.76K -18 -0.2%
SFM
525
Signet Financial Management
New Jersey
$777K -$2.47K -25 -0.3%
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