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958 hedge funds and large institutions have $35.4B invested in PACCAR in 2024 Q3 according to their latest regulatory filings, with 68 funds opening new positions, 366 increasing their positions, 386 reducing their positions, and 121 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more call options, than puts

Call options by funds: $169M | Put options by funds: $98.9M

7% more funds holding in top 10

Funds holding in top 10: 1415 (+1)

0.69% more ownership

Funds ownership: 67.76%68.45% (+0.69%)

3% less capital invested

Capital invested by funds: $36.6B → $35.4B (-$1.17B)

5% less repeat investments, than reductions

Existing positions increased: 366 | Existing positions reduced: 386

6% less funds holding

Funds holding: 1,020958 (-62)

44% less first-time investments, than exits

New positions opened: 68 | Existing positions closed: 121

Holders
958
Holders Change
-62
Holders Change %
-6.08%
% of All Funds
13.76%
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
366
Reduced
386
Closed
121
Calls
$169M
Puts
$98.9M
Net Calls
+$70.5M
Net Calls Change
+$4.97M
Name Holding Trade Value Shares
Change
Change in
Stake
SCM
751
Sterling Capital Management
North Carolina
$227K +$225K +2,299 New
RCAG
752
Rehmann Capital Advisory Group
Michigan
$225K -$14.1K -144 -6%
AFT
753
Alpha Family Trust
California
$225K
WA
754
Waverly Advisors
Alabama
$225K +$12.6K +129 +6%
SIM
755
Sentry Investment Management
Wisconsin
$224K
AC
756
Avenir Corporation
Virginia
$222K
MPWS
757
McCarter Private Wealth Services
Massachusetts
$222K +$220K +2,250 New
TCM
758
Traynor Capital Management
Pennsylvania
$221K +$6.65K +68 +3%
HGA
759
Hobbs Group Advisors
South Carolina
$219K -$377K -3,853 -63%
BCM
760
Brookstone Capital Management
Illinois
$217K -$15.9K -163 -7%
AA
761
Aire Advisors
California
$215K
SPC
762
Sigma Planning Corp
Michigan
$215K -$3.23K -33 -1%
KP
763
Keel Point
Alabama
$213K +$211K +2,162 New
PWMAG
764
Pinnacle Wealth Management Advisory Group
New Jersey
$213K -$5.18K -53 -2%
AG
765
Ascent Group
Virginia
$208K -$15.6K -160 -7%
PCTC
766
Perkins Coie Trust Company
Washington
$208K +$13.7K +140 +7%
4WM
767
4J Wealth Management
Virginia
$207K
PHIC
768
Pine Haven Investment Counsel
Massachusetts
$204K -$7.82K -80 -4%
LSA
769
Leonteq Securities AG
Switzerland
$204K +$10.8K +110 +6%
LAM
770
L2 Asset Management
Massachusetts
$204K +$4.59K +47 +2%
TNBTD
771
Trustmark National Bank Trust Department
Mississippi
$203K -$1.49M -15,234 -88%
UCB
772
United Community Bank
South Carolina
$201K -$32.8K -335 -14%
GWSG
773
GPS Wealth Strategies Group
Colorado
$201K
TFA
774
Transamerica Financial Advisors
Florida
$200K +$197K +2,019 New
GITFIT
775
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$197K +$19.6K +200 +11%

PCAR Hedge Fund Activity: Q3 2024 in Review

958 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in PACCAR (PCAR) for Q3 2024, worth a combined $35.4B — down 3.2% from $36.6B a quarter earlier.

Sellers outnumbered buyers: 121 funds closed out of PCAR and 68 opened new positions — a net loss of 53 holders — while 386 trimmed existing stakes and 366 added.

The largest buyer was Wellington Management Group, adding an estimated $457M. The largest seller was Fidelity Investments, cutting an estimated $393M.

  • 958 institutional investors held PACCAR (PCAR) as of Q3 2024, down from 1,020 in Q2 2024.
  • Funds reported $35.4B of PACCAR stock for Q3 2024, down 3.2% quarter-over-quarter.
  • 68 funds opened new PACCAR positions in Q3 2024 and 121 closed out, a net change of -53 holders.
  • The largest PACCAR buyer in Q3 2024 was Wellington Management Group, an estimated $457M added.
  • The largest PACCAR seller in Q3 2024 was Fidelity Investments, an estimated $393M sold.

Based on aggregated 13F filings for Q3 2024.