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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 %
SFP
801
Sweet Financial Partners
Minnesota
$228K +$228K +1,844 New
TIA
802
Tiemann Investment Advisors
California
$227K +$227K +1,835 New
DIM
803
Delta Investment Management
California
$226K +$226K +1,827 New
CCG
804
Catalina Capital Group
California
$226K +$226K +1,825 New
EI
805
Ellevest Inc
New York
$226K +$226K +1,822 New
RA
806
Rational Advisors
New York
$225K -$108K -872 -32%
OWM
807
OneAscent Wealth Management
Alabama
$225K +$225K +1,816 New
GFS
808
GYL Financial Synergies
Connecticut
$224K +$224K +1,812 New
DS
809
DRW Securities
Illinois
$222K +$222K +1,794 New
WA
810
Waverly Advisors
Alabama
$219K +$219K +1,767 New
PO
811
Private Ocean
California
$216K – – –
WIM
812
WealthPlan Investment Management
Nebraska
$216K +$216K +1,743 New
CCA
813
Childress Capital Advisors
Texas
$214K +$214K +1,726 New
VCWA
814
Vanguard Capital Wealth Advisors
Colorado
$213K +$213K +1,717 New
IWM
815
IHT Wealth Management
Illinois
$212K +$212K +1,713 New
ONB
816
Old National Bancorp
Indiana
$210K +$210K +1,698 New
CFG
817
Cooper Financial Group
California
$210K +$210K +1,694 New
SL
818
Sentry LLC
Tennessee
$209K +$209K +1,687 New
USCWA
819
U.S. Capital Wealth Advisors
Texas
$209K +$209K +1,683 New
TF
820
Trek Financial
Arizona
$201K -$146K -1,182 -42%
QWP
821
Quotient Wealth Partners
Texas
$201K +$201K +1,621 New
MPWT
822
MassMutual Private Wealth & Trust
Connecticut
$198K -$7.06K -57 -3%
FHA
823
First Horizon Advisors
Tennessee
$190K +$6.32K +51 +3%
AA
824
Alta Advisers
United Kingdom
$186K – – –
CAL
825
Capital Analysts LLC
Pennsylvania
$185K +$6.32K +51 +4%
31 32
33
34 35