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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
DAS
701
Dynamic Advisor Solutions
Arizona
$276K -$7.92K -81 -3%
DWM
702
Drive Wealth Management
Utah
$276K -$8.6K -88 -3%
APWM
703
Argonautica Private Wealth Management
Massachusetts
$276K +$2.25K +23 +0.8%
MPM
704
MBB Public Markets
Illinois
$275K -$3.36M -34,349 -92%
ONB
705
Old National Bancorp
Indiana
$275K -$103K -1,049 -27%
AA
706
AlphaCentric Advisors
Puerto Rico
$273K -$8.6K -88 -3%
FC
707
Fulcrum Capital
Washington
$273K
SAM
708
Synergy Asset Management
Washington
$273K -$489 -5 -0.2%
A
709
AlphaQuest
New York
$270K +$267K +2,726 +45,433%
WSFS
710
Wilmington Savings Fund Society
Delaware
$269K +$267K +2,726 New
RPWA
711
Regent Peak Wealth Advisors
Georgia
$268K +$4.3K +44 +2%
AC
712
Avestar Capital
New York
$268K +$1.17K +12 +0.4%
PP
713
PDS Planning
Ohio
$267K +$2.93K +30 +1%
PCS
714
Personal CFO Solutions
New Jersey
$263K -$3.62K -37 -1%
MFIM
715
Mesirow Financial Investment Management
Illinois
$263K +$4.59K +47 +2%
TCOO
716
Trust Company of Oklahoma
Oklahoma
$260K
NIA
717
NIA Impact Advisors
California
$260K -$73.3K -750 -22%
OL
718
Optas LLC
Texas
$258K +$42.8K +438 +20%
Los Angeles Capital Management
719
Los Angeles Capital Management
California
$257K -$65.7M -671,450 -100%
ACM
720
Advisors Capital Management
New Jersey
$255K +$3.81K +39 +2%
ZIMP
721
Zimmermann Investment Management & Planning
Pennsylvania
$255K -$40.1K -410 -14%
HGWM
722
Horst & Graben Wealth Management
Oregon
$254K +$782 +8 +0.3%
PWS
723
Proactive Wealth Strategies
Georgia
$254K +$252K +2,574 New
DBRC
724
D.B. Root & Company
Pennsylvania
$254K +$3.03K +31 +1%
Connor, Clark & Lunn Investment Management (CC&L)
725
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$253K -$12.3M -125,330 -98%

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.