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1,020 hedge funds and large institutions have $36.6B invested in PACCAR in 2024 Q2 according to their latest regulatory filings, with 118 funds opening new positions, 419 increasing their positions, 334 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more call options, than puts

Call options by funds: $180M | Put options by funds: $115M

25% more repeat investments, than reductions

Existing positions increased: 419 | Existing positions reduced: 334

22% more first-time investments, than exits

New positions opened: 118 | Existing positions closed: 97

1.84% more ownership

Funds ownership: 65.92%67.76% (+1.8%)

1% more funds holding

Funds holding: 1,0101,020 (+10)

14% less capital invested

Capital invested by funds: $42.7B → $36.6B (-$6.14B)

33% less funds holding in top 10

Funds holding in top 10: 2114 (-7)

Holders
1,020
Holders Change
+10
Holders Change %
+0.99%
% of All Funds
14.73%
Holding in Top 10
14
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-33.33%
% of All Funds
0.2%
New
118
Increased
419
Reduced
334
Closed
97
Calls
$180M
Puts
$115M
Net Calls
+$65.5M
Net Calls Change
+$34M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank Julius Baer & Co
726
Bank Julius Baer & Co
Switzerland
$321K +$33.6K +305 +12%
FIA
727
Foundations Investment Advisors
Arizona
$320K +$14K +127 +4%
BAM
728
Bellevue Asset Management
Washington
$319K
MCC
729
Malaga Cove Capital
California
$318K +$341K +3,092 New
AA
730
Auxano Advisors
Washington
$318K -$5.95K -54 -2%
SIA
731
Soltis Investment Advisors
Utah
$316K +$26K +236 +8%
SQA
732
Simon Quick Advisors
New Jersey
$314K +$54.9K +498 +20%
ZIMP
733
Zimmermann Investment Management & Planning
Pennsylvania
$308K -$18.5K -168 -5%
AWA
734
Aaron Wealth Advisors
Illinois
$307K +$65.1K +591 +25%
CAG
735
Crestwood Advisors Group
Massachusetts
$306K -$6.39K -58 -2%
NLP
736
Next Level Private
New York
$303K +$882 +8 +0.3%
CHP
737
Cable Hill Partners
Oregon
$301K +$322K +2,922 New
RB
738
Renasant Bank
Mississippi
$297K +$28.4K +258 +10%
Jones Financial Companies
739
Jones Financial Companies
Missouri
$297K +$259K +2,348 +435%
DWM
740
Drive Wealth Management
Utah
$297K +$8.38K +76 +3%
DAS
741
Dynamic Advisor Solutions
Arizona
$297K -$113K -1,025 -26%
PWM
742
Perigon Wealth Management
California
$296K +$24.4K +221 +8%
MA
743
Mutual Advisors
Nebraska
$295K +$87.3K +792 +36%
AA
744
AlphaCentric Advisors
Puerto Rico
$294K -$142K -1,289 -31%
CAM
745
Cidel Asset Management
Ontario, Canada
$293K -$14.8K -134 -4%
JMFC
746
J.M. Forbes & Co
Massachusetts
$290K -$5.95K -54 -2%
APWM
747
Argonautica Private Wealth Management
Massachusetts
$285K +$44.2K +401 +17%
SAM
748
Synergy Asset Management
Washington
$285K +$305K +2,768 New
FC
749
Fulcrum Capital
Washington
$285K -$281K -2,550 -48%
SIA
750
Schechter Investment Advisors
Michigan
$284K -$83.8K -760 -22%

PCAR Hedge Fund Activity: Q2 2024 in Review

1,020 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in PACCAR (PCAR) for Q2 2024, worth a combined $36.6B — down 14% from $42.7B a quarter earlier.

Buyers outnumbered sellers: 118 funds opened new PCAR positions and 97 closed out — a net gain of 21 holders — while 419 added to existing stakes and 334 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $724M. The largest seller was Ontario Teachers' Pension Plan Board, exiting entirely with an estimated $391M sold.

  • 1,020 institutional investors held PACCAR (PCAR) as of Q2 2024, up from 1,010 in Q1 2024.
  • Funds reported $36.6B of PACCAR stock for Q2 2024, down 14% quarter-over-quarter.
  • 118 funds opened new PACCAR positions in Q2 2024 and 97 closed out, a net change of +21 holders.
  • The largest PACCAR buyer in Q2 2024 was Wellington Management Group, an estimated $724M added.
  • The largest PACCAR seller in Q2 2024 was Ontario Teachers' Pension Plan Board, an estimated $391M sold.

Based on aggregated 13F filings for Q2 2024.