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PACCAR
PCAR

Overview Fund Activity

1,003 hedge funds and large institutions have $42.5B invested in PACCAR in 2024 Q1 according to their latest regulatory filings, with 142 funds opening new positions, 378 increasing their positions, 354 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,003
Holders Change
+69
Holders Change %
+7.39%
% of All Funds
14.54%
Holding in Top 10
21
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+40%
% of All Funds
0.3%
New
142
Increased
378
Reduced
354
Closed
63
Calls
$236M
Puts
$204M
Net Calls
+$31.5M
Net Calls Change
+$29.1M

Top Buyers

1
First Trust Advisors
First Trust Advisors
Illinois
+$178M
2
CGL
Clarius Group LLC
Washington
+$161M
3
Capital International Investors
Capital International Investors
California
+$152M
4
Amundi
Amundi
France
+$136M
5
Geode Capital Management
Geode Capital Management
Massachusetts
+$125M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$808M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$188M
3
Goldman Sachs
Goldman Sachs
New York
-$172M
4
Capital World Investors
Capital World Investors
California
-$149M
5
Holocene Advisors
Holocene Advisors
New York
-$117M
Name Holding Trade Value Shares
Change 		Shares
Change %
FFN
776
Focus Financial Network
Minnesota
$270K -$2.62K -23 -1%
AA
777
Aire Advisors
California
$270K – – –
RSWM
778
Robertson Stephens Wealth Management
California
$267K +$19.6K +158 +8%
PHIC
779
Pine Haven Investment Counsel
Massachusetts
$267K – – –
KP
780
Keel Point
Alabama
$260K +$6.44K +52 +3%
4WM
781
4J Wealth Management
Virginia
$260K – – –
VSQM
782
V-Square Quantitative Management
Illinois
$258K – – –
LRIA
783
Leonard Rickey Investment Advisors
Washington
$255K -$30.8K -249 -11%
GWP
784
Gen-Wealth Partners
Michigan
$253K +$253K +2,040 New
PCTC
785
Perkins Coie Trust Company
Washington
$247K +$37.2K +300 +18%
FTIS
786
First Trust Investment Solutions
Florida
$244K +$244K +1,973 New
GWSG
787
GPS Wealth Strategies Group
Colorado
$244K +$4.96K +40 +2%
HPIA
788
Hamilton Point Investment Advisors
North Carolina
$242K +$242K +1,950 New
OL
789
Optas LLC
Texas
$240K +$240K +1,940 New
AC
790
AIFG Consultants
New York
$240K +$240K +1,934 New
PCIA
791
Prime Capital Investment Advisors
Kansas
$239K -$91.7K -740 -28%
LAM
792
L2 Asset Management
Massachusetts
$235K +$235K +1,896 New
GL
793
Gerber LLC
Ohio
$233K +$233K +1,882 New
MCM
794
Manchester Capital Management
Vermont
$233K +$14.7K +119 +7%
GFP
795
Gryphon Financial Partners
Ohio
$232K +$232K +1,873 New
AFP
796
Alpha Financial Partners
Kentucky
$232K +$232K +1,872 New
Optiver Holding
797
Optiver Holding
Netherlands
$231K +$231K +1,861 New
PCP
798
Proficio Capital Partners
Massachusetts
$229K +$229K +1,851 New
SMA
799
Sage Mountain Advisors
Georgia
$229K +$229K +1,849 New
EFSCE
800
Enterprise Financial Services Corp (EFSC)
Missouri
$229K +$229K +1,848 New
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