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PACCAR
PCAR

Overview Fund Activity

1,003 hedge funds and large institutions have $42.5B invested in PACCAR in 2024 Q1 according to their latest regulatory filings, with 142 funds opening new positions, 378 increasing their positions, 354 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,003
Holders Change
+69
Holders Change %
+7.39%
% of All Funds
14.54%
Holding in Top 10
21
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+40%
% of All Funds
0.3%
New
142
Increased
378
Reduced
354
Closed
63
Calls
$236M
Puts
$204M
Net Calls
+$31.5M
Net Calls Change
+$29.1M

Top Buyers

1
First Trust Advisors
First Trust Advisors
Illinois
+$178M
2
CGL
Clarius Group LLC
Washington
+$161M
3
Capital International Investors
Capital International Investors
California
+$152M
4
Amundi
Amundi
France
+$136M
5
Geode Capital Management
Geode Capital Management
Massachusetts
+$125M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$808M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$188M
3
Goldman Sachs
Goldman Sachs
New York
-$172M
4
Capital World Investors
Capital World Investors
California
-$149M
5
Holocene Advisors
Holocene Advisors
New York
-$117M
Name Holding Trade Value Shares
Change 		Shares
Change %
VCM
651
Violich Capital Management
California
$483K – – –
SWP
652
Significant Wealth Partners
Illinois
$476K +$476K +3,841 New
CI
653
Conning Inc
Connecticut
$476K – – –
BCV
654
Banque Cantonale Vaudoise
Switzerland
$474K -$960K -7,742 -67%
PIM
655
Penobscot Investment Management
Massachusetts
$471K – – –
IF
656
Integrity Financial
Wyoming
$463K – – –
KWM
657
Kingsview Wealth Management
Oregon
$451K +$51.8K +418 +13%
SAM
658
Silvercrest Asset Management
New York
$451K -$1.61K -13 -0.4%
PA
659
PFG Advisors
Arizona
$450K +$47.8K +386 +12%
BAM
660
Belpointe Asset Management
Nevada
$448K +$12.3K +99 +3%
CI Investments Inc
661
CI Investments Inc
Ontario, Canada
$446K +$58.2K +470 +15%
SMG
662
Smart Money Group
Texas
$443K +$443K +4,175 New
GL
663
Graypoint LLC
New York
$441K +$12.3K +99 +3%
CSIC
664
Clifford Swan Investment Counsel
California
$440K – – –
DZ Bank
665
DZ Bank
Germany
$436K +$436K +3,521 New
SIA
666
Schechter Investment Advisors
Michigan
$436K +$166K +1,337 +61%
BFG
667
Beacon Financial Group
Texas
$436K +$436K +3,518 New
MNBTD
668
Moody National Bank Trust Division
Texas
$435K -$77.9K -629 -15%
AI
669
AXS Investments
New York
$434K +$124K +1,000 +40%
PPWP
670
Premier Path Wealth Partners
New Jersey
$432K +$22.3K +180 +5%
SRL
671
Scientech Research LLC
New Jersey
$430K +$430K +3,473 New
BWP
672
BSW Wealth Partners
Colorado
$429K +$131K +1,059 +44%
PWS
673
Precision Wealth Strategies
Missouri
$425K +$425K +3,429 New
AFCM
674
Applied Finance Capital Management
Puerto Rico
$423K – – –
I
675
InceptionR
California
$422K +$114K +918 +37%
25 26
27
28 29