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PACCAR

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
DWM
501
Dakota Wealth Management
Florida
$910K -$76.4K -781 -8%
HL
502
HeadInvest LLC
Maine
$902K
EHWM
503
Eads & Heald Wealth Management
Georgia
$891K -$2.93K -30 -0.3%
VEA
504
Virtus ETF Advisers
New York
$880K +$151K +1,547 +21%
SF
505
Synovus Financial
Georgia
$878K +$124K +1,267 +17%
RWB
506
RMR Wealth Builders
New Jersey
$877K
ADIM
507
Alpha DNA Investment Management
Maryland
$865K +$384K +3,930 +81%
BFG
508
Bleakley Financial Group
New Jersey
$861K +$10.7K +109 +1%
SFA
509
Sequoia Financial Advisors
Ohio
$858K +$222K +2,269 +35%
IPW
510
Impact Partnership Wealth
Georgia
$858K +$184K +1,883 +28%
MYAM
511
Meiji Yasuda Asset Management
Japan
$855K -$22.2K -227 -3%
UCI
512
Uncommon Cents Investing
Wisconsin
$854K
CA
513
Clearstead Advisors
Ohio
$850K -$43.6K -446 -5%
MIM
514
Morningstar Investment Management
Illinois
$848K +$25.6K +262 +3%
TWG
515
The Wealth Group
Minnesota
$839K
FFA
516
Farther Finance Advisors
California
$818K -$118K -1,204 -13%
FPAS
517
Focus Partners Advisor Solutions
Missouri
$817K +$2.84K +29 +0.4%
HH
518
Hilltop Holdings
Texas
$816K +$267K +2,728 +49%
WPC
519
Wedmont Private Capital
Pennsylvania
$804K -$24.2K -247 -3%
MCM
520
MAI Capital Management
Ohio
$804K -$416K -4,254 -34%
FIM
521
Fruth Investment Management
Texas
$802K
JF
522
Jump Financial
Illinois
$797K -$4.12M -42,103 -84%
FFG
523
Fortem Financial Group
California
$797K +$789K +8,073 New
KWA
524
Kingswood Wealth Advisors
California
$796K -$68K -695 -8%
PS
525
Principal Securities
Iowa
$794K +$102K +1,048 +15%

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.