PCAR icon

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 %
NA
626
Navellier & Associates
Nevada
$398K -$8.29M -84,017 -95%
OFW
627
Omnia Family Wealth
Florida
$394K +$9.67K +98 +3%
BTI
628
Blue Trust Inc
Georgia
$393K +$249K +2,416 +173%
WFI
629
West Family Investments
California
$391K – – –
CI
630
Conning Inc
Connecticut
$386K -$888 -9 -0.2%
GL
631
Graypoint LLC
New York
$386K +$11.3K +115 +3%
VCM
632
Violich Capital Management
California
$385K – – –
FB
633
Fulton Bank
Pennsylvania
$385K +$28.8K +292 +8%
FCP
634
Fidelis Capital Partners
Florida
$381K -$67.6K -651 -15%
P
635
Pitcairn
Pennsylvania
$381K -$110K -1,113 -22%
ACA
636
Aptus Capital Advisors
Alabama
$375K -$123K -1,245 -25%
PIM
637
Penobscot Investment Management
Massachusetts
$375K – – –
OAM
638
Oxford Asset Management
United Kingdom
$371K +$371K +3,762 New
PFS
639
Prospera Financial Services
Texas
$370K -$169K -1,714 -31%
MAM
640
Morse Asset Management
Connecticut
$370K +$370K +3,750 New
Financial Engines Advisors
641
Financial Engines Advisors
California
$370K +$395 +4 +0.1%
CFG
642
Citizens Financial Group
Rhode Island
$369K +$8.49K +86 +2%
IF
643
Integrity Financial
Wyoming
$369K – – –
BC
644
Bridgefront Capital
Texas
$369K +$369K +3,739 New
KWM
645
Kingsview Wealth Management
Oregon
$367K -$1.42M -14,346 -79%
IFWM
646
Institute for Wealth Management
Colorado
$366K – – –
ACMA
647
Arbor Capital Management (Alaska)
Alaska
$360K – – –
SAM
648
Silvercrest Asset Management
New York
$359K – – –
GM
649
GeoWealth Management
Illinois
$357K -$19.5K -198 -5%
VI
650
Versor Investments
New York
$357K -$630K -6,384 -64%
24 25
26
27 28