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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
EP
626
Edgestream Partners
New Jersey
$445K -$698K -6,381 -60%
RBWA
627
RFG - Bristol Wealth Advisors
Massachusetts
$444K +$468K +4,272 New
CFO
628
Callan Family Office
Pennsylvania
$439K +$462K +4,219 New
CFG
629
Citizens Financial Group
Rhode Island
$435K +$48K +439 +12%
SW
630
SVB Wealth
Massachusetts
$434K +$457K +4,173 New
BCM
631
Birmingham Capital Management
Alabama
$433K
AEPWM
632
Atlantic Edge Private Wealth Management
Florida
$432K -$10.9K -100 -2%
OFW
633
Omnia Family Wealth
Florida
$428K +$876 +8 +0.2%
GWM
634
GDS Wealth Management
Texas
$426K -$18.7K -171 -4%
ATC
635
Argent Trust Co
Tennessee
$426K +$6.24K +57 +1%
OWP
636
Obermeyer Wealth Partners
Colorado
$425K +$447K +4,084 New
IWC
637
Integrated Wealth Concepts
Massachusetts
$424K -$80K -731 -15%
FB
638
Fulton Bank
Pennsylvania
$423K +$18.3K +167 +4%
1C
639
111 Capital
France
$421K +$443K +4,044 New
KWM
640
Kingsview Wealth Management
Oregon
$419K +$33.7K +308 +8%
SWA
641
Stratos Wealth Advisors
Ohio
$417K -$25.7K -235 -6%
P
642
Pitcairn
Pennsylvania
$408K +$7K +64 +2%
IFG
643
Independent Financial Group
California
$408K -$32.5K -297 -7%
HC
644
Hamilton Capital
Ohio
$407K +$9.52K +87 +2%
ACMA
645
Arbor Capital Management (Alaska)
Alaska
$407K
WFI
646
West Family Investments
California
$407K -$5.58K -51 -1%
VCM
647
Violich Capital Management
California
$406K
SAM
648
Smartleaf Asset Management
Massachusetts
$406K +$46.1K +421 +12%
GL
649
Graypoint LLC
New York
$403K -$3.72K -34 -0.9%
CI
650
Conning Inc
Connecticut
$400K -$7.99K -73 -2%

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.