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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
HT
626
Headlands Technologies
Illinois
$411K +$407K +4,164 New
BCM
627
Birmingham Capital Management
Alabama
$411K
AFG
628
Atomi Financial Group
New York
$410K -$344K -3,521 -46%
MFG
629
Merit Financial Group
Georgia
$401K -$158K -1,611 -28%
HC
630
Hamilton Capital
Ohio
$399K
ATC
631
Argent Trust Co
Tennessee
$398K -$39.4K -403 -9%
NA
632
Navellier & Associates
Nevada
$398K -$8.21M -84,017 -95%
OFW
633
Omnia Family Wealth
Florida
$394K +$9.58K +98 +3%
BTI
634
Blue Trust Inc
Georgia
$393K +$236K +2,416 +173%
WFI
635
West Family Investments
California
$391K
CI
636
Conning Inc
Connecticut
$386K -$880 -9 -0.2%
GL
637
Graypoint LLC
New York
$386K +$11.2K +115 +3%
VCM
638
Violich Capital Management
California
$385K
FB
639
Fulton Bank
Pennsylvania
$385K +$28.6K +292 +8%
FCP
640
Fidelis Capital Partners
Florida
$381K -$63.7K -651 -15%
P
641
Pitcairn
Pennsylvania
$381K -$109K -1,113 -22%
ACA
642
Aptus Capital Advisors
Alabama
$375K -$122K -1,245 -25%
PIM
643
Penobscot Investment Management
Massachusetts
$375K
OAM
644
Oxford Asset Management
United Kingdom
$371K +$368K +3,762 New
PFS
645
Prospera Financial Services
Texas
$370K -$168K -1,714 -31%
MAM
646
Morse Asset Management
Connecticut
$370K +$367K +3,750 New
Financial Engines Advisors
647
Financial Engines Advisors
California
$370K +$391 +4 +0.1%
CFG
648
Citizens Financial Group
Rhode Island
$369K +$8.41K +86 +2%
IF
649
Integrity Financial
Wyoming
$369K
BC
650
Bridgefront Capital
Texas
$369K +$366K +3,739 New

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.