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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
4WM
776
4J Wealth Management
Virginia
$218K
SPC
777
Sigma Planning Corp
Michigan
$218K -$8.54K -78 -4%
RB
778
Renasant Bank
Mississippi
$217K -$38.9K -355 -15%
PCP
779
Proficio Capital Partners
Massachusetts
$215K +$226K +2,062 New
TFA
780
Transamerica Financial Advisors
Florida
$212K +$1.42K +13 +0.6%
UCB
781
United Community Bank
South Carolina
$212K
LAM
782
L2 Asset Management
Massachusetts
$211K -$4.16K -38 -2%
LI
783
LRI Investments
Florida
$210K
PHIC
784
Pine Haven Investment Counsel
Massachusetts
$210K -$5.47K -50 -2%
CFGW
785
Chancellor Financial Group WB
Pennsylvania
$210K +$221K +2,018 New
EI
786
Ellevest Inc
New York
$209K +$220K +2,011 New
HPIA
787
Hamilton Point Investment Advisors
North Carolina
$209K +$213K +1,950 New
GITFIT
788
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$208K
B
789
Bensler
Washington
$207K +$218K +1,992 New
RF
790
Rossby Financial
Florida
$206K +$217K +1,981 New
HGA
791
Hobbs Group Advisors
South Carolina
$205K -$27.3K -249 -11%
SFG
792
Snider Financial Group
Washington
$204K +$215K +1,961 New
RFC
793
Regions Financial Corp
Alabama
$203K +$214K +1,956 New
SIM
794
Sentry Investment Management
Wisconsin
$203K -$34.8K -318 -14%
GS
795
GTS Securities
New York
$202K -$62.2K -568 -23%
SB
796
Strategic Blueprint
Georgia
$202K -$347K -3,170 -62%
MCM
797
Manchester Capital Management
Vermont
$194K +$109 +1 +0.1%
MPWT
798
MassMutual Private Wealth & Trust
Connecticut
$187K -$3.83K -35 -2%
GWSG
799
GPS Wealth Strategies Group
Colorado
$181K -$32.8K -300 -15%
MTC
800
Matrix Trust Company
Colorado
$173K +$155K +1,419 +582%

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.