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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
WW
751
Westshore Wealth
California
$248K
HNB
752
Huntington National Bank
Ohio
$248K +$146K +1,334 +127%
TCM
753
Traynor Capital Management
Pennsylvania
$248K +$15.8K +144 +6%
MOS
754
MGO One Seven
Ohio
$247K +$260K +2,377 New
RG
755
Rathbones Group
United Kingdom
$246K
KCP
756
Kera Capital Partners
California
$246K +$258K +2,361 New
DS
757
DRW Securities
Illinois
$240K -$478K -4,369 -65%
IWM
758
Integris Wealth Management
California
$240K
BAAM
759
Baker Avenue Asset Management
California
$238K +$250K +2,285 New
AFT
760
Alpha Family Trust
California
$237K
WIM
761
WealthPlan Investment Management
Nebraska
$235K +$248K +2,263 New
AC
762
Avenir Corporation
Virginia
$234K
MPWS
763
McCarter Private Wealth Services
Massachusetts
$234K
FA
764
Fedenia Advisers
Wisconsin
$231K +$243K +2,216 New
ICP
765
Interchange Capital Partners
Pennsylvania
$230K -$27.9K -255 -10%
PWMAG
766
Pinnacle Wealth Management Advisory Group
New Jersey
$230K +$6.13K +56 +3%
OF
767
Optimize Financial
California
$229K +$241K +2,206 New
CCG
768
Catalina Capital Group
California
$228K -$15.4K -141 -6%
FHA
769
Flagship Harbor Advisors
Massachusetts
$227K -$232K -2,117 -49%
AA
770
Aire Advisors
California
$227K
RCAG
771
Rehmann Capital Advisory Group
Michigan
$225K -$12.3K -112 -5%
CAG
772
Csenge Advisory Group
Florida
$224K -$12.3K -112 -5%
KP
773
Keel Point
Alabama
$224K -$766 -7 -0.3%
AG
774
Ascent Group
Virginia
$221K +$1.97K +18 +0.9%
PCTC
775
Perkins Coie Trust Company
Washington
$219K

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.