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PACCAR

1,012 hedge funds and large institutions have $37.8B invested in PACCAR in 2024 Q4 according to their latest regulatory filings, with 158 funds opening new positions, 364 increasing their positions, 343 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed

82% more first-time investments, than exits

New positions opened: 158 | Existing positions closed: 87

7% more capital invested

Capital invested by funds: $35.4B → $37.8B (+$2.45B)

7% more funds holding in top 10

Funds holding in top 10: 1516 (+1)

6% more funds holding

Funds holding: 9581,012 (+54)

6% more repeat investments, than reductions

Existing positions increased: 364 | Existing positions reduced: 343

5% more call options, than puts

Call options by funds: $155M | Put options by funds: $147M

0.79% more ownership

Funds ownership: 68.45%69.24% (+0.79%)

Holders
1,012
Holders Change
+54
Holders Change %
+5.64%
% of All Funds
13.33%
Holding in Top 10
16
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.67%
% of All Funds
0.21%
New
158
Increased
364
Reduced
343
Closed
87
Calls
$155M
Puts
$147M
Net Calls
+$7.55M
Net Calls Change
-$62.9M
Name Holding Trade Value Shares
Change
Change in
Stake
LA
576
LBP AM
France
$625K
FFS
577
Founders Financial Securities
Maryland
$624K +$12K +110 +2%
FFA
578
First Foundation Advisors
California
$624K
SGAM
579
Smith Group Asset Management
Texas
$624K +$657K +6,000 New
WTC
580
WhitTier Trust Company
Nevada
$610K
Wolverine Trading
581
Wolverine Trading
Illinois
$607K +$641K +5,861 New
WG
582
Welch Group
Alabama
$604K
AWA
583
Aaron Wealth Advisors
Illinois
$604K +$74K +676 +13%
CM
584
Castleark Management
Illinois
$601K
MWM
585
Merriman Wealth Management
Washington
$593K -$73.7K -673 -11%
RWP
586
RWA Wealth Partners
Massachusetts
$589K +$355K +3,241 +134%
RP
587
Riverwater Partners
Wisconsin
$589K -$25.4K -232 -4%
PWAM
588
Pinnacle West Asset Management
Wyoming
$583K +$59.6K +545 +11%
SAM
589
Synergy Asset Management
Washington
$576K +$321K +2,936 +106%
Lazard Asset Management
590
Lazard Asset Management
New York
$573K -$253K -2,309 -30%
SAM
591
Sompo Asset Management
Japan
$570K
QIM
592
Quantitative Investment Management
Virginia
$568K +$598K +5,461 New
NP
593
NorthRock Partners
Minnesota
$564K +$54.7K +500 +10%
BBHC
594
Brown Brothers Harriman & Co
New York
$558K +$65.9K +602 +13%
CI
595
Cigna Investments
Connecticut
$552K -$5.03K -46 -0.9%
OAM
596
Ostrum Asset Management
France
$550K -$23.9K -218 -4%
NQWM
597
Northwest Quadrant Wealth Management
Oregon
$549K +$18.8K +172 +3%
GRP
598
Global Retirement Partners
California
$539K -$42.6K -389 -7%
CIBC World Market
599
CIBC World Market
Ontario, Canada
$538K -$163K -1,487 -22%
MF
600
Magnetar Financial
Illinois
$527K +$554K +5,066 New

PCAR Hedge Fund Activity: Q4 2024 in Review

1,012 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in PACCAR (PCAR) for Q4 2024, worth a combined $37.8B — up 6.9% from $35.4B a quarter earlier.

Buyers outnumbered sellers: 158 funds opened new PCAR positions and 87 closed out — a net gain of 71 holders — while 364 added to existing stakes and 343 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $368M. The largest seller was Nordea Investment Management, cutting an estimated $163M.

  • 1,012 institutional investors held PACCAR (PCAR) as of Q4 2024, up from 958 in Q3 2024.
  • Funds reported $37.8B of PACCAR stock for Q4 2024, up 6.9% quarter-over-quarter.
  • 158 funds opened new PACCAR positions in Q4 2024 and 87 closed out, a net change of +71 holders.
  • The largest PACCAR buyer in Q4 2024 was Wellington Management Group, an estimated $368M added.
  • The largest PACCAR seller in Q4 2024 was Nordea Investment Management, an estimated $163M sold.

Based on aggregated 13F filings for Q4 2024.