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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
IPAM
551
ICICI Prudential Asset Management
India
$675K +$106K +1,086 +19%
CWA
552
Carolina Wealth Advisors
South Carolina
$674K -$55.6K -569 -8%
DS
553
DRW Securities
Illinois
$659K +$653K +6,676 New
CIBC World Market
554
CIBC World Market
Ontario, Canada
$657K -$179K -1,833 -22%
CUAMC
555
China Universal Asset Management Company
China
$656K +$342K +3,498 +111%
SC
556
Syon Capital
California
$650K -$5.38K -55 -0.8%
KIA
557
Knollwood Investment Advisory
Maryland
$647K
S
558
SignatureFD
Georgia
$644K +$5.57K +57 +0.9%
VFA
559
Valeo Financial Advisors
Indiana
$634K -$98 -1 -0%
SM
560
Sciencast Management
New Jersey
$629K -$1.65M -16,853 -73%
GAM
561
Gotham Asset Management
New York
$626K -$1.16M -11,814 -65%
HW
562
Hancock Whitney
Mississippi
$622K +$47.2K +483 +8%
VBA
563
von Borstel & Associates
Oregon
$618K +$613K +6,266 New
MWM
564
Merriman Wealth Management
Washington
$615K +$70.4K +720 +13%
BOPW
565
Brandywine Oak Private Wealth
Pennsylvania
$613K
SI
566
Stephens Inc
Arkansas
$608K +$5.57K +57 +0.9%
CCA
567
Checchi Capital Advisers
California
$603K +$9.68K +99 +2%
CC
568
Centiva Capital
New York
$602K -$4.07M -41,635 -87%
SMG
569
Smart Money Group
Texas
$598K +$68.1K +696 +14%
LA
570
LBP AM
France
$593K
FFA
571
First Foundation Advisors
California
$592K -$72.7K -744 -11%
AIM
572
Aquila Investment Management
New York
$592K +$587K +6,000 New
FFS
573
Founders Financial Securities
Maryland
$582K -$18.8K -192 -3%
BP
574
Ballentine Partners
Massachusetts
$580K -$67.5K -690 -11%
WTC
575
WhitTier Trust Company
Nevada
$579K -$100K -1,025 -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.