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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
PCS
751
Personal CFO Solutions
New Jersey
$279K +$5.07K +46 +2%
AC
752
Avestar Capital
New York
$278K -$661 -6 -0.2%
PP
753
PDS Planning
Ohio
$276K +$7.28K +66 +3%
RPWA
754
Regent Peak Wealth Advisors
Georgia
$275K +$331 +3 +0.1%
TIAA Trust, National Association
755
TIAA Trust, National Association
North Carolina
$275K +$17.1K +155 +6%
PFBT
756
Parkside Financial Bank & Trust
Missouri
$273K +$5.95K +54 +2%
QI
757
Qtron Investments
Massachusetts
$272K -$564K -5,119 -66%
LC
758
Lindbrook Capital
California
$272K +$16K +145 +6%
TCOO
759
Trust Company of Oklahoma
Oklahoma
$271K
FRM
760
Fox Run Management
Connecticut
$270K +$289K +2,622 New
MFIM
761
Mesirow Financial Investment Management
Illinois
$270K +$288K +2,617 New
HGWM
762
Horst & Graben Wealth Management
Oregon
$264K +$772 +7 +0.3%
WW
763
Westshore Wealth
California
$264K -$12.7K -115 -4%
TI
764
TrueMark Investments
Illinois
$264K +$282K +2,561 New
ACM
765
Advisors Capital Management
New Jersey
$263K +$26.1K +237 +10%
DBRC
766
D.B. Root & Company
Pennsylvania
$262K -$30.4K -276 -10%
DC
767
Davenport & Co
Virginia
$261K +$279K +2,533 New
MLA
768
My Legacy Advisors
Oregon
$261K
BIM
769
Baldwin Investment Management
Pennsylvania
$260K +$33.1K +300 +13%
FMLI
770
Fukoku Mutual Life Insurance
Japan
$260K +$31K +281 +13%
FFN
771
Focus Financial Network
Minnesota
$259K
BCM
772
Brookstone Capital Management
Illinois
$258K +$10.4K +94 +4%
NG
773
Norden Group
Utah
$255K +$220 +2 +0.1%
ICP
774
Interchange Capital Partners
Pennsylvania
$254K +$272K +2,465 New
PCM
775
Penserra Capital Management
California
$251K -$231K -2,096 -46%

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.