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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
RP
576
Riverwater Partners
Wisconsin
$577K -$16.7K -171 -3%
WG
577
Welch Group
Alabama
$575K
CM
578
Castleark Management
Illinois
$570K
VWM
579
Venturi Wealth Management
Texas
$569K +$186K +1,899 +49%
EFM
580
E Fund Management
China
$561K +$40.1K +410 +8%
GRP
581
Global Retirement Partners
California
$550K +$23.6K +241 +5%
WBC
582
Westpac Banking Corp
Australia
$549K +$473K +4,835 +660%
IA
583
Inspire Advisors
Idaho
$544K +$85.5K +874 +19%
GAM
584
Groupama Asset Management
France
$544K +$3.32K +34 +0.5%
OAM
585
Ostrum Asset Management
France
$543K -$303K -3,097 -36%
DA
586
Denali Advisors
California
$543K +$9.09K +93 +2%
SAM
587
Sompo Asset Management
Japan
$541K +$37.2K +380 +7%
CI
588
Cigna Investments
Connecticut
$528K -$6.26K -64 -1%
IAA
589
Independent Advisor Alliance
North Carolina
$509K -$3.96M -40,457 -89%
LTAS
590
Linden Thomas Advisory Services
North Carolina
$509K +$122K +1,244 +32%
BAM
591
Blueshift Asset Management
New Jersey
$506K -$133K -1,360 -21%
AWA
592
Aaron Wealth Advisors
Illinois
$506K +$210K +2,150 +72%
SB
593
Strategic Blueprint
Georgia
$504K -$6.16K -63 -1%
NQWM
594
Northwest Quadrant Wealth Management
Oregon
$504K +$1.27K +13 +0.3%
Jones Financial Companies
595
Jones Financial Companies
Missouri
$502K +$218K +2,230 +77%
PWAM
596
Pinnacle West Asset Management
Wyoming
$499K +$51.3K +525 +12%
QCG
597
Quadrant Capital Group
Ohio
$497K +$2.84K +29 +0.6%
S
598
Sunpointe
Missouri
$491K +$487K +4,979 New
MG
599
Mather Group
Illinois
$482K -$1.08K -11 -0.2%
WPW
600
Waldron Private Wealth
Pennsylvania
$479K -$391 -4 -0.1%

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.