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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
SWP
676
Stratos Wealth Partners
Ohio
$346K -$8.65K -79 -2%
ACM
677
Advisors Capital Management
New Jersey
$344K +$78.4K +716 +28%
BCM
678
Becker Capital Management
Oregon
$342K
SIA
679
Soltis Investment Advisors
Utah
$341K +$39.3K +359 +12%
CAWM
680
Capital Advisors Wealth Management
Washington
$340K -$9.85K -90 -3%
BFG
681
Beacon Financial Group
Texas
$339K -$876 -8 -0.2%
NG
682
Norden Group
Utah
$338K +$12.9K +118 +4%
WA
683
Waverly Advisors
Alabama
$338K +$106K +971 +43%
FIA
684
Foundations Investment Advisors
Arizona
$336K -$7.11K -65 -2%
AC
685
Avestar Capital
New York
$330K +$41K +375 +14%
BAM
686
Bellevue Asset Management
Washington
$328K +$6.13K +56 +2%
TCM
687
Teza Capital Management
Illinois
$328K -$3.72M -33,965 -92%
BAM
688
Berkshire Asset Management
Pennsylvania
$326K +$324K +2,963 New
AA
689
Auxano Advisors
Washington
$325K +$5.69K +52 +2%
HA
690
Huntleigh Advisors
Missouri
$325K +$342K +3,123 New
PAM
691
Panagora Asset Management
Massachusetts
$325K -$918K -8,392 -73%
GA
692
Geller Advisors
New York
$322K -$56.7K -518 -15%
PPWP
693
Premier Path Wealth Partners
New Jersey
$322K +$8.97K +82 +3%
CHP
694
Cable Hill Partners
Oregon
$321K
SAM
695
Shell Asset Management
Netherlands
$318K
SCG
696
Sonata Capital Group
Washington
$315K -$32.8K -300 -9%
CAM
697
Cidel Asset Management
Ontario, Canada
$312K +$16.2K +148 +5%
CAG
698
Crestwood Advisors Group
Massachusetts
$310K +$3.61K +33 +1%
RBI
699
Raiffeisen Bank International
Austria
$309K +$326K +2,979 New
FFP
700
FourThought Financial Partners
Florida
$308K +$324K +2,964 New

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.