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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 %
PP
726
PDS Planning
Ohio
$324K +$10.5K +85 +3%
UCB
727
United Community Bank
South Carolina
$322K -$41.1K -332 -11%
PFBT
728
Parkside Financial Bank & Trust
Missouri
$322K +$109K +876 +51%
SAM
729
Shell Asset Management
Netherlands
$321K +$321K +3,117 New
HGWM
730
Horst & Graben Wealth Management
Oregon
$317K – – –
SQA
731
Simon Quick Advisors
New Jersey
$316K +$31.2K +252 +11%
WC
732
Waterloo Capital
Texas
$315K +$315K +2,546 New
MLA
733
My Legacy Advisors
Oregon
$314K – – –
TIAA Trust, National Association
734
TIAA Trust, National Association
North Carolina
$312K +$312K +2,520 New
Bank Julius Baer & Co
735
Bank Julius Baer & Co
Switzerland
$309K -$186K -1,501 -38%
LC
736
Lindbrook Capital
California
$309K +$7.93K +64 +3%
O
737
Ossiam
France
$308K -$389K -3,139 -56%
MMA
738
Miracle Mile Advisors
California
$307K +$11.3K +91 +4%
NG
739
Norden Group
Utah
$307K +$307K +2,475 New
MFG
740
Menard Financial Group
Texas
$302K +$302K +2,440 New
Luther King Capital Management (LKCM)
741
Luther King Capital Management (LKCM)
Texas
$300K -$40.5K -327 -12%
RCAG
742
Rehmann Capital Advisory Group
Michigan
$300K +$300K +2,424 New
PWPS
743
Pinnacle Wealth Planning Services
Ohio
$300K -$2.35K -19 -0.8%
GIA
744
Gateway Investment Advisers
Ohio
$300K -$18.7K -151 -6%
IAN
745
Integrated Advisors Network
Texas
$296K +$11.4K +92 +4%
AWA
746
Aaron Wealth Advisors
Illinois
$296K +$35.6K +287 +14%
FOA
747
Five Oceans Advisors
California
$294K +$372 +3 +0.1%
TPCW
748
TD Private Client Wealth
New York
$294K +$145K +1,173 +98%
RG
749
Rathbones Group
United Kingdom
$293K – – –
APWM
750
Argonautica Private Wealth Management
Massachusetts
$293K +$293K +2,369 New
28 29
30
31 32