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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 %
P
676
&Partners
Tennessee
$422K +$422K +3,409 New
CIBC Private Wealth Group
677
CIBC Private Wealth Group
Georgia
$421K +$115K +932 +38%
NIA
678
NIA Impact Advisors
California
$419K +$419K +3,381 New
PMSA
679
Patrick M. Sweeney & Associates
Illinois
$416K +$124 +1 +0%
NAS
680
Nicolet Advisory Services
Wisconsin
$414K +$3.58K +30 +0.9%
SCG
681
Sonata Capital Group
Washington
$413K – – –
GCM
682
Gallacher Capital Management
Colorado
$412K +$412K +3,322 New
RA
683
RFG Advisory
Alabama
$411K +$51.7K +417 +14%
CIP
684
Convergence Investment Partners
Florida
$410K +$7.92K +64 +2%
PWW
685
Pettyjohn Wood & White
Virginia
$404K – – –
CW
686
CreativeOne Wealth
Kansas
$404K +$404K +3,262 New
BCM
687
Becker Capital Management
Oregon
$403K – – –
SWP
688
Stratos Wealth Partners
Ohio
$403K +$17.8K +144 +5%
CFG
689
Citizens Financial Group
Rhode Island
$400K +$400K +3,230 New
EAM
690
Evanson Asset Management
California
$400K +$13.4K +108 +3%
ZIMP
691
Zimmermann Investment Management & Planning
Pennsylvania
$391K – – –
ACMA
692
Arbor Capital Management (Alaska)
Alaska
$391K – – –
AA
693
Auxano Advisors
Washington
$390K – – –
MWM
694
Meridian Wealth Management
Kentucky
$388K -$29.4K -237 -7%
BAM
695
Bellevue Asset Management
Washington
$384K +$248 +2 +0.1%
CAWM
696
Capital Advisors Wealth Management
Washington
$376K +$31.8K +257 +9%
Qube Research & Technologies (QRT)
697
Qube Research & Technologies (QRT)
United Kingdom
$376K -$1.05M -8,471 -74%
CAG
698
Crestwood Advisors Group
Massachusetts
$376K +$31.7K +256 +9%
SPC
699
Sigma Planning Corp
Michigan
$375K +$375K +3,029 New
MAWA
700
Moss Adams Wealth Advisors
Washington
$373K +$91.1K +735 +32%
26 27
28
29 30