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PACCAR
PCAR

Overview Fund Activity

1,003 hedge funds and large institutions have $42.5B invested in PACCAR in 2024 Q1 according to their latest regulatory filings, with 142 funds opening new positions, 378 increasing their positions, 354 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,003
Holders Change
+69
Holders Change %
+7.39%
% of All Funds
14.54%
Holding in Top 10
21
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+40%
% of All Funds
0.3%
New
142
Increased
378
Reduced
354
Closed
63
Calls
$236M
Puts
$204M
Net Calls
+$31.5M
Net Calls Change
+$29.1M

Top Buyers

1
First Trust Advisors
First Trust Advisors
Illinois
+$178M
2
CGL
Clarius Group LLC
Washington
+$161M
3
Capital International Investors
Capital International Investors
California
+$152M
4
Amundi
Amundi
France
+$136M
5
Geode Capital Management
Geode Capital Management
Massachusetts
+$125M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$808M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$188M
3
Goldman Sachs
Goldman Sachs
New York
-$172M
4
Capital World Investors
Capital World Investors
California
-$149M
5
Holocene Advisors
Holocene Advisors
New York
-$117M
Name Holding Trade Value Shares
Change 		Shares
Change %
PS
576
Principal Securities
Iowa
$746K +$202K +1,629 +37%
QWM
577
Quadcap Wealth Management
Texas
$736K -$134K -1,084 -15%
SFA
578
Sequoia Financial Advisors
Ohio
$736K -$614K -4,956 -45%
CCA
579
Checchi Capital Advisers
California
$731K +$10.8K +87 +1%
WG
580
Welch Group
Alabama
$722K +$40.1K +324 +6%
SB
581
Strategic Blueprint
Georgia
$717K +$8.55K +69 +1%
CM
582
Castleark Management
Illinois
$715K – – –
MWM
583
Mission Wealth Management
California
$713K +$210K +1,693 +42%
CNBT
584
Canandaigua National Bank & Trust
New York
$709K -$34.4K -278 -5%
PFS
585
Prospera Financial Services
Texas
$696K +$114K +922 +20%
SI
586
Stephens Inc
Arkansas
$692K +$692K +5,585 New
VFA
587
Valeo Financial Advisors
Indiana
$684K +$6.94K +61 +1%
MWM
588
Merriman Wealth Management
Washington
$680K +$8.92K +72 +1%
DWA
589
Delap Wealth Advisory
Oregon
$679K -$157K -1,267 -19%
CI
590
Cigna Investments
Connecticut
$676K -$1.98K -16 -0.3%
CL
591
Choreo LLC
Illinois
$671K +$95.3K +769 +17%
MWPCG
592
Measured Wealth Private Client Group
New Hampshire
$665K +$18.1K +146 +3%
SWM
593
Soundmark Wealth Management
Washington
$659K +$67K +541 +11%
FC
594
Fulcrum Capital
Washington
$658K – – –
DA
595
Denali Advisors
California
$657K +$112K +900 +20%
IPAM
596
ICICI Prudential Asset Management
India
$646K +$17.3K +140 +3%
EFM
597
E Fund Management
China
$641K -$8.8K -71 -1%
SAM
598
Sompo Asset Management
Japan
$632K -$44.6K -360 -7%
NQWM
599
Northwest Quadrant Wealth Management
Oregon
$629K +$17.2K +139 +3%
DCM
600
Driehaus Capital Management
Illinois
$626K -$203K -1,636 -24%
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