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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 %
FIA
701
Foundations Investment Advisors
Arizona
$370K -$14.7K -119 -4%
CAM
702
Cidel Asset Management
Ontario, Canada
$370K -$13.8K -111 -4%
NLP
703
Next Level Private
New York
$363K +$363K +2,933 New
AWM
704
AE Wealth Management
Kansas
$360K -$1.9M -15,371 -84%
JMFC
705
J.M. Forbes & Co
Massachusetts
$356K – – –
VF
706
VitalStone Financial
Texas
$351K +$351K +2,836 New
SIA
707
Soltis Investment Advisors
Utah
$351K -$9.91K -80 -3%
Acadian Asset Management
708
Acadian Asset Management
Massachusetts
$350K -$1.11M -9,025 -76%
DBRC
709
D.B. Root & Company
Pennsylvania
$349K – – –
DWM
710
Drive Wealth Management
Utah
$348K +$16K +129 +5%
AC
711
AXQ Capital
New Jersey
$347K +$347K +2,800 New
SIM
712
Sentry Investment Management
Wisconsin
$339K – – –
IFWM
713
Institute for Wealth Management
Colorado
$336K – – –
OA
714
Oracle Alpha
Ontario, Canada
$336K -$120K -968 -26%
AC
715
Avestar Capital
New York
$335K -$37.7K -304 -10%
WW
716
Westshore Wealth
California
$332K -$4.09K -33 -1%
RPWA
717
Regent Peak Wealth Advisors
Georgia
$331K -$6.57K -53 -2%
PCS
718
Personal CFO Solutions
New Jersey
$330K +$23.3K +188 +8%
PWM
719
Perigon Wealth Management
California
$329K -$29.7K -240 -8%
BHCM
720
Brevan Howard Capital Management
Jersey
$328K +$328K +2,644 New
TCOO
721
Trust Company of Oklahoma
Oklahoma
$326K +$24K +194 +8%
RB
722
Renasant Bank
Mississippi
$326K -$12.1K -98 -4%
LTAS
723
Linden Thomas Advisory Services
North Carolina
$325K -$1.36K -11 -0.4%
MOS
724
MGO One Seven
Ohio
$325K -$7.06K -57 -2%
MG
725
Mather Group
Illinois
$325K -$52.1K -533 -14%
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