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PACCAR
PCAR

Overview Fund Activity

1,012 hedge funds and large institutions have $36.4B invested in PACCAR in 2024 Q2 according to their latest regulatory filings, with 117 funds opening new positions, 414 increasing their positions, 333 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,012
Holders Change
+9
Holders Change %
+0.9%
% of All Funds
14.72%
Holding in Top 10
14
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-33.33%
% of All Funds
0.2%
New
117
Increased
414
Reduced
333
Closed
96
Calls
$180M
Puts
$115M
Net Calls
+$65.5M
Net Calls Change
+$34M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$676M
2
Northern Trust
Northern Trust
Illinois
+$183M
3
Goldman Sachs
Goldman Sachs
New York
+$166M
4
Nordea Investment Management
Nordea Investment Management
Sweden
+$101M
5
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
+$90.5M

Top Sellers

1
OTPPB
Ontario Teachers' Pension Plan Board
Ontario, Canada
-$391M
2
BlackRock
BlackRock
New York
-$179M
3
Geode Capital Management
Geode Capital Management
Massachusetts
-$117M
4
Point72 Asset Management
Point72 Asset Management
Connecticut
-$115M
5
Holocene Advisors
Holocene Advisors
New York
-$111M
Name Holding Trade Value Shares
Change 		Shares
Change %
NIA
701
NIA Impact Advisors
California
$348K – – –
PMSA
702
Patrick M. Sweeney & Associates
Illinois
$345K – – –
Loomis, Sayles & Company
703
Loomis, Sayles & Company
Massachusetts
$345K -$94.2K -915 -21%
TPW
704
Transatlantique Private Wealth
New York
$345K -$464K -4,503 -57%
RA
705
RFG Advisory
Alabama
$345K +$3.4K +33 +1%
HWMO
706
Heritage Wealth Management (Ohio)
Ohio
$344K +$344K +3,435 New
CI Investments Inc
707
CI Investments Inc
Ontario, Canada
$343K -$27.6K -268 -7%
SCG
708
Sonata Capital Group
Washington
$343K – – –
TCM
709
Teza Capital Management
Illinois
$342K +$342K +3,322 New
TC
710
TradeLink Capital
Illinois
$340K +$340K +3,300 New
SWP
711
Stratos Wealth Partners
Ohio
$336K +$1.54K +15 +0.5%
PWW
712
Pettyjohn Wood & White
Virginia
$336K – – –
BCM
713
Becker Capital Management
Oregon
$335K – – –
MAWA
714
Moss Adams Wealth Advisors
Washington
$331K +$21.1K +205 +7%
MFG
715
Menard Financial Group
Texas
$329K +$78.1K +759 +31%
AF
716
Allworth Financial
California
$326K +$178K +1,654 +121%
SAM
717
Secure Asset Management
Michigan
$325K +$325K +3,154 New
CUAMC
718
China Universal Asset Management Company
China
$324K +$81.1K +788 +33%
CAWM
719
Capital Advisors Wealth Management
Washington
$324K +$11.1K +108 +4%
BSW
720
Buckingham Strategic Wealth
Missouri
$321K +$94.7K +920 +42%
Bank Julius Baer & Co
721
Bank Julius Baer & Co
Switzerland
$321K +$34.9K +305 +12%
FIA
722
Foundations Investment Advisors
Arizona
$320K +$13.1K +127 +4%
BAM
723
Bellevue Asset Management
Washington
$319K – – –
MCC
724
Malaga Cove Capital
California
$318K +$318K +3,092 New
AA
725
Auxano Advisors
Washington
$318K -$5.56K -54 -2%
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