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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 %
GA
651
Geller Advisors
New York
$348K -$40.7K -412 -10%
MNBTD
652
Moody National Bank Trust Division
Texas
$346K – – –
PWS
653
Precision Wealth Strategies
Missouri
$344K -$1.88K -19 -0.5%
SAM
654
Smartleaf Asset Management
Massachusetts
$343K +$139K +1,419 +68%
SIA
655
Schechter Investment Advisors
Michigan
$343K +$70.5K +714 +26%
NAS
656
Nicolet Advisory Services
Wisconsin
$342K -$13.2K -130 -4%
SWP
657
Stratos Wealth Partners
Ohio
$336K +$13.6K +138 +4%
CSIC
658
Clifford Swan Investment Counsel
California
$336K -$14.8K -150 -4%
MWM
659
Meridian Wealth Management
Kentucky
$334K +$334K +3,388 New
PMSA
660
Patrick M. Sweeney & Associates
Illinois
$334K +$3.26K +33 +1%
HWMO
661
Heritage Wealth Management (Ohio)
Ohio
$334K -$5.43K -55 -2%
CAWM
662
Capital Advisors Wealth Management
Washington
$331K +$20.8K +211 +7%
VSQM
663
V-Square Quantitative Management
Illinois
$331K +$133K +1,343 +67%
SCG
664
Sonata Capital Group
Washington
$329K – – –
MAWA
665
Moss Adams Wealth Advisors
Washington
$326K +$8.59K +87 +3%
FIA
666
Foundations Investment Advisors
Arizona
$325K +$18.3K +185 +6%
DTL
667
Dynamic Technology Lab
Singapore
$323K -$1.65M -16,698 -84%
BFG
668
Beacon Financial Group
Texas
$323K -$28.4K -288 -8%
PWW
669
Pettyjohn Wood & White
Virginia
$322K – – –
MA
670
Mutual Advisors
Nebraska
$320K +$5.87K +56 +2%
SAM
671
Secure Asset Management
Michigan
$316K +$4.64K +47 +1%
BCM
672
Becker Capital Management
Oregon
$316K -$5.43K -55 -2%
FTIS
673
First Trust Investment Solutions
Florida
$312K +$312K +3,163 New
NG
674
Norden Group
Utah
$309K +$64.7K +656 +26%
BAM
675
Bellevue Asset Management
Washington
$306K +$99 +1 +0%
25 26
27
28 29