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PACCAR
PCAR

Overview Fund Activity

950 hedge funds and large institutions have $34.8B invested in PACCAR in 2024 Q3 according to their latest regulatory filings, with 68 funds opening new positions, 364 increasing their positions, 380 reducing their positions, and 120 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
950
Holders Change
-62
Holders Change %
-6.13%
% of All Funds
13.74%
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
364
Reduced
380
Closed
120
Calls
$169M
Puts
$98.9M
Net Calls
+$70.5M
Net Calls Change
+$4.97M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$461M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$325M
3
Capital Research Global Investors
Capital Research Global Investors
California
+$244M
4
Bank of America
Bank of America
North Carolina
+$172M
5
DWT
Dorsey & Whitney Trust
South Dakota
+$170M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$396M
2
AQR Capital Management
AQR Capital Management
Connecticut
-$124M
3
First Trust Advisors
First Trust Advisors
Illinois
-$107M
4
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
-$85.8M
5
AllianceBernstein
AllianceBernstein
Tennessee
-$84.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
FC
701
Fulcrum Capital
Washington
$273K – – –
SAM
702
Synergy Asset Management
Washington
$273K -$493 -5 -0.2%
A
703
AlphaQuest
New York
$270K +$269K +2,726 +45,433%
WSFS
704
Wilmington Savings Fund Society
Delaware
$269K +$269K +2,726 New
RPWA
705
Regent Peak Wealth Advisors
Georgia
$268K +$4.34K +44 +2%
AC
706
Avestar Capital
New York
$268K +$1.18K +12 +0.4%
PP
707
PDS Planning
Ohio
$267K +$2.96K +30 +1%
PCS
708
Personal CFO Solutions
New Jersey
$263K -$3.65K -37 -1%
MFIM
709
Mesirow Financial Investment Management
Illinois
$263K +$4.64K +47 +2%
TCOO
710
Trust Company of Oklahoma
Oklahoma
$260K – – –
NIA
711
NIA Impact Advisors
California
$260K -$74K -750 -22%
OL
712
Optas LLC
Texas
$258K +$43.2K +438 +20%
Los Angeles Capital Management
713
Los Angeles Capital Management
California
$257K -$66.3M -671,450 -100%
ACM
714
Advisors Capital Management
New Jersey
$255K +$3.84K +39 +2%
ZIMP
715
Zimmermann Investment Management & Planning
Pennsylvania
$255K -$40.5K -410 -14%
HGWM
716
Horst & Graben Wealth Management
Oregon
$254K +$790 +8 +0.3%
PWS
717
Proactive Wealth Strategies
Georgia
$254K +$254K +2,574 New
DBRC
718
D.B. Root & Company
Pennsylvania
$254K +$3.06K +31 +1%
Connor, Clark & Lunn Investment Management (CC&L)
719
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$253K -$12.4M -125,330 -98%
PFBT
720
Parkside Financial Bank & Trust
Missouri
$251K -$11K -111 -4%
MLA
721
My Legacy Advisors
Oregon
$250K – – –
DC
722
Davenport & Co
Virginia
$250K -$99 -1 -0%
AF
723
Allworth Financial
California
$250K -$48.8K -495 -16%
BIM
724
Baldwin Investment Management
Pennsylvania
$249K – – –
FMLI
725
Fukoku Mutual Life Insurance
Japan
$249K – – –
27 28
29
30 31