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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
MA
676
Mutual Advisors
Nebraska
$320K +$5.47K +56 +2%
SAM
677
Secure Asset Management
Michigan
$316K +$4.59K +47 +1%
BCM
678
Becker Capital Management
Oregon
$316K -$5.38K -55 -2%
FTIS
679
First Trust Investment Solutions
Florida
$312K +$309K +3,163 New
NG
680
Norden Group
Utah
$309K +$64.1K +656 +26%
BAM
681
Bellevue Asset Management
Washington
$306K +$98 +1 +0%
SQA
682
Simon Quick Advisors
New Jersey
$305K +$4.2K +43 +1%
AA
683
Auxano Advisors
Washington
$303K -$1.56K -16 -0.5%
SAM
684
Shell Asset Management
Netherlands
$301K +$299K +3,055 New
PPWP
685
Premier Path Wealth Partners
New Jersey
$298K -$48K -491 -14%
IWM
686
IHT Wealth Management
Illinois
$297K +$295K +3,013 New
CHP
687
Cable Hill Partners
Oregon
$296K +$7.33K +75 +3%
Group One Trading
688
Group One Trading
Illinois
$292K -$443K -4,531 -60%
NLP
689
Next Level Private
New York
$291K +$978 +10 +0.3%
CAG
690
Crestwood Advisors Group
Massachusetts
$291K -$2.54K -26 -0.9%
SIA
691
Soltis Investment Advisors
Utah
$288K -$14.2K -145 -5%
TIAA Trust, National Association
692
TIAA Trust, National Association
North Carolina
$288K +$24.1K +246 +9%
DFCM
693
Dark Forest Capital Management
Puerto Rico
$288K -$90.1K -921 -24%
JSC
694
Jackson Square Capital
California
$286K -$982K -10,040 -78%
CIBC Private Wealth Group
695
CIBC Private Wealth Group
Georgia
$284K +$60.9K +623 +28%
KIA
696
KCM Investment Advisors
California
$282K +$280K +2,862 New
EBA
697
Eagle Bay Advisors
New York
$282K -$165K -1,683 -37%
CAM
698
Cidel Asset Management
Ontario, Canada
$281K
JMFC
699
J.M. Forbes & Co
Massachusetts
$278K
PWM
700
Perigon Wealth Management
California
$278K -$5.77K -59 -2%

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.