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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
Luther King Capital Management (LKCM)
776
Luther King Capital Management (LKCM)
Texas
$250K
RCAG
777
Rehmann Capital Advisory Group
Michigan
$249K -$110 -1 -0%
PWPS
778
Pinnacle Wealth Planning Services
Ohio
$249K
CAG
779
Csenge Advisory Group
Florida
$249K +$22K +200 +9%
DC
780
Diametric Capital
Massachusetts
$245K +$262K +2,378 New
TPCW
781
TD Private Client Wealth
New York
$245K +$772 +7 +0.3%
UCB
782
United Community Bank
South Carolina
$244K -$24.9K -226 -9%
GIA
783
Gladstone Institutional Advisory
Florida
$244K -$717K -6,503 -73%
RG
784
Rathbones Group
United Kingdom
$244K
LL
785
LWMG LLC
Minnesota
$243K
GFS
786
GYL Financial Synergies
Connecticut
$242K +$59.6K +541 +30%
SNB
787
Security National Bank
Nebraska
$240K +$10.3K +93 +4%
CCG
788
Catalina Capital Group
California
$238K +$54.1K +491 +27%
IWM
789
Integris Wealth Management
California
$237K
RWP
790
RWA Wealth Partners
Massachusetts
$237K
IAN
791
Integrated Advisors Network
Texas
$237K -$10.1K -92 -4%
MC
792
Moors & Cabot
Massachusetts
$236K -$2.31K -21 -0.9%
AFT
793
Alpha Family Trust
California
$234K
SIM
794
Sentry Investment Management
Wisconsin
$234K -$51.3K -465 -17%
AG
795
Ascent Group
Virginia
$234K +$7.61K +69 +3%
AC
796
Avenir Corporation
Virginia
$232K
FHA
797
Flagship Harbor Advisors
Massachusetts
$230K +$992 +9 +0.4%
PCM
798
Prelude Capital Management
New York
$230K -$214K -1,939 -46%
CIBC Private Wealth Group
799
CIBC Private Wealth Group
Georgia
$229K -$128K -1,158 -34%
NFSG
800
Newbridge Financial Services Group
Florida
$227K +$223K +2,027 +1,114%

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.