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PACCAR

1,012 hedge funds and large institutions have $37.8B invested in PACCAR in 2024 Q4 according to their latest regulatory filings, with 158 funds opening new positions, 364 increasing their positions, 343 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed

82% more first-time investments, than exits

New positions opened: 158 | Existing positions closed: 87

7% more capital invested

Capital invested by funds: $35.4B → $37.8B (+$2.45B)

7% more funds holding in top 10

Funds holding in top 10: 1516 (+1)

6% more funds holding

Funds holding: 9581,012 (+54)

6% more repeat investments, than reductions

Existing positions increased: 364 | Existing positions reduced: 343

5% more call options, than puts

Call options by funds: $155M | Put options by funds: $147M

0.79% more ownership

Funds ownership: 68.45%69.24% (+0.79%)

Holders
1,012
Holders Change
+54
Holders Change %
+5.64%
% of All Funds
13.33%
Holding in Top 10
16
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.67%
% of All Funds
0.21%
New
158
Increased
364
Reduced
343
Closed
87
Calls
$155M
Puts
$147M
Net Calls
+$7.55M
Net Calls Change
-$62.9M
Name Holding Trade Value Shares
Change
Change in
Stake
NIA
726
NIA Impact Advisors
California
$274K
KIA
727
KCM Investment Advisors
California
$273K -$26.5K -242 -8%
TPCW
728
TD Private Client Wealth
New York
$271K +$31.4K +287 +12%
Los Angeles Capital Management
729
Los Angeles Capital Management
California
$270K -$1.2K -11 -0.4%
IFU
730
iSAM Funds (UK)
United Kingdom
$270K +$284K +2,592 New
DBRC
731
D.B. Root & Company
Pennsylvania
$269K +$1.42K +13 +0.5%
HGWM
732
Horst & Graben Wealth Management
Oregon
$269K +$766 +7 +0.3%
PWS
733
Proactive Wealth Strategies
Georgia
$268K +$657 +6 +0.2%
PFBT
734
Parkside Financial Bank & Trust
Missouri
$268K +$3.61K +33 +1%
LC
735
Lindbrook Capital
California
$265K +$5.91K +54 +2%
CANY
736
Caxton Associates (New York)
New York
$265K -$524K -4,791 -65%
AA
737
AlphaCentric Advisors
Puerto Rico
$263K -$26.2K -239 -9%
SI
738
Sava Infond
Slovenia
$263K +$277K +2,530 New
FMLI
739
Fukoku Mutual Life Insurance
Japan
$263K
CIBC Private Wealth Group
740
CIBC Private Wealth Group
Georgia
$262K -$51.2K -468 -16%
IWM
741
IHT Wealth Management
Illinois
$260K -$56K -512 -17%
SMA
742
Sage Mountain Advisors
Georgia
$258K +$271K +2,478 New
OAM
743
Oxford Asset Management
United Kingdom
$256K -$142K -1,301 -35%
AC
744
ASB Consultores
Florida
$254K +$267K +2,439 New
BIM
745
Baldwin Investment Management
Pennsylvania
$253K -$10.9K -100 -4%
Luther King Capital Management (LKCM)
746
Luther King Capital Management (LKCM)
Texas
$252K
MC
747
Moors & Cabot
Massachusetts
$252K +$9.3K +85 +4%
SB
748
SIG Brokerage
New York
$250K +$263K +2,407 New
CFM
749
Catalyst Funds Management
Australia
$250K +$263K +2,400 New
MA
750
Mutual Advisors
Nebraska
$248K -$85.8K -784 -26%

PCAR Hedge Fund Activity: Q4 2024 in Review

1,012 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in PACCAR (PCAR) for Q4 2024, worth a combined $37.8B — up 6.9% from $35.4B a quarter earlier.

Buyers outnumbered sellers: 158 funds opened new PCAR positions and 87 closed out — a net gain of 71 holders — while 364 added to existing stakes and 343 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $368M. The largest seller was Nordea Investment Management, cutting an estimated $163M.

  • 1,012 institutional investors held PACCAR (PCAR) as of Q4 2024, up from 958 in Q3 2024.
  • Funds reported $37.8B of PACCAR stock for Q4 2024, up 6.9% quarter-over-quarter.
  • 158 funds opened new PACCAR positions in Q4 2024 and 87 closed out, a net change of +71 holders.
  • The largest PACCAR buyer in Q4 2024 was Wellington Management Group, an estimated $368M added.
  • The largest PACCAR seller in Q4 2024 was Nordea Investment Management, an estimated $163M sold.

Based on aggregated 13F filings for Q4 2024.