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PACCAR
PCAR

Overview Fund Activity

950 hedge funds and large institutions have $34.8B invested in PACCAR in 2024 Q3 according to their latest regulatory filings, with 68 funds opening new positions, 364 increasing their positions, 380 reducing their positions, and 120 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
950
Holders Change
-62
Holders Change %
-6.13%
% of All Funds
13.74%
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
364
Reduced
380
Closed
120
Calls
$169M
Puts
$98.9M
Net Calls
+$70.5M
Net Calls Change
+$4.97M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$461M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$325M
3
Capital Research Global Investors
Capital Research Global Investors
California
+$244M
4
Bank of America
Bank of America
North Carolina
+$172M
5
DWT
Dorsey & Whitney Trust
South Dakota
+$170M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$396M
2
AQR Capital Management
AQR Capital Management
Connecticut
-$124M
3
First Trust Advisors
First Trust Advisors
Illinois
-$107M
4
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
-$85.8M
5
AllianceBernstein
AllianceBernstein
Tennessee
-$84.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
HAIM
601
Hunter Associates Investment Management
Pennsylvania
$466K – – –
JCM
602
Jacobi Capital Management
Pennsylvania
$465K +$62.1K +629 +15%
BIG
603
Brooklyn Investment Group
New York
$451K +$44.1K +447 +11%
BWP
604
BSW Wealth Partners
Colorado
$449K +$79.6K +807 +22%
JCIA
605
Jackson Creek Investment Advisors
Colorado
$448K -$479K -4,852 -52%
CL
606
CSS LLC
Illinois
$446K +$49.3K +500 +12%
FTWA
607
Fifth Third Wealth Advisors
Ohio
$438K -$9.87K -100 -2%
PA
608
PFG Advisors
Arizona
$435K +$15.1K +153 +4%
BBNB
609
Baker Boyer National Bank
Washington
$435K -$33.1K -335 -7%
SBIA
610
Sheaff Brock Investment Advisors
Indiana
$434K -$39.5K -400 -8%
KPWS
611
Kestra Private Wealth Services
Texas
$429K -$8.59K -87 -2%
FHA
612
Flagship Harbor Advisors
Massachusetts
$424K +$424K +4,300 New
LSAG
613
Lake Street Advisors Group
New Hampshire
$423K -$18.3K -185 -4%
GWM
614
GDS Wealth Management
Texas
$421K -$29.5K -299 -7%
AEPWM
615
Atlantic Edge Private Wealth Management
Florida
$419K +$9.87K +100 +2%
SWA
616
Stratos Wealth Advisors
Ohio
$419K +$15.3K +155 +4%
WIA
617
World Investment Advisors
California
$419K +$419K +4,244 New
TWC
618
TD Waterhouse Canada
Ontario, Canada
$417K -$144K -1,469 -26%
CP
619
Capital Planning
Washington
$413K +$1.48K +15 +0.4%
HT
620
Headlands Technologies
Illinois
$411K +$411K +4,164 New
BCM
621
Birmingham Capital Management
Alabama
$411K – – –
AFG
622
Atomi Financial Group
New York
$410K -$347K -3,521 -46%
MFG
623
Merit Financial Group
Georgia
$401K -$159K -1,611 -28%
HC
624
Hamilton Capital
Ohio
$399K – – –
ATC
625
Argent Trust Co
Tennessee
$398K -$39.8K -403 -9%
23 24
25
26 27