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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
MFS
526
Madrona Financial Services
Washington
$785K -$98 -1 -0%
AWM
527
AE Wealth Management
Kansas
$785K +$397K +4,064 +105%
SIA
528
Strategic Investment Advisors
Michigan
$784K +$1.56K +16 +0.2%
AC
529
Apella Capital
Connecticut
$781K -$1.76K -18 -0.2%
SFM
530
Signet Financial Management
New Jersey
$777K -$2.44K -25 -0.3%
FIM
531
Freedom Investment Management
Connecticut
$776K -$395K -4,042 -34%
PA
532
Parallel Advisors
California
$774K +$30.1K +308 +4%
STA
533
Summit Trail Advisors
New York
$772K -$141K -1,439 -16%
Lazard Asset Management
534
Lazard Asset Management
New York
$771K -$5.93M -60,652 -89%
IWP
535
Insight Wealth Partners
Texas
$760K +$10.2K +104 +1%
RWM
536
Ritholtz Wealth Management
New York
$759K -$47.5K -486 -6%
SM
537
STF Management
Texas
$754K -$61.1K -625 -8%
CS
538
Crescent Sterling
Louisiana
$753K +$5.77K +59 +0.8%
DI
539
Disciplined Investments
Oklahoma
$740K +$1.66K +17 +0.2%
FCH
540
Freestone Capital Holdings
Washington
$735K +$29.6K +303 +4%
PP
541
Prudential plc
United Kingdom
$728K -$1.35M -13,796 -65%
IA
542
Insight Advisors
Pennsylvania
$727K -$167K -1,704 -19%
CANY
543
Caxton Associates (New York)
New York
$724K +$717K +7,335 New
NC
544
nVerses Capital
Florida
$720K +$714K +7,300 New
EIP
545
Easterly Investment Partners
Massachusetts
$718K
YIH
546
Y-Intercept (HK)
Hong Kong
$710K -$713K -7,289 -50%
EOJOAM
547
E. Ohman J:or Asset Management
Sweden
$705K -$182K -1,860 -21%
CA
548
Claris Advisors
Missouri
$701K -$98 -1 -0%
GI
549
GAMMA Investing
California
$698K +$171K +1,747 +33%
HBT
550
Heartland Bank & Trust
Illinois
$693K -$18K -184 -3%

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.