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PACCAR
PCAR

1,010 hedge funds and large institutions have $42.7B invested in PACCAR in 2024 Q1 according to their latest regulatory filings, with 143 funds opening new positions, 381 increasing their positions, 356 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

127% more first-time investments, than exits

New positions opened: 143 | Existing positions closed: 63

40% more funds holding in top 10

Funds holding in top 10: 15 → 21 (+6)

26% more capital invested

Capital invested by funds: $34B → $42.7B (+$8.73B)

15% more call options, than puts

Call options by funds: $236M | Put options by funds: $204M

7% more funds holding

Funds holding: 940 → 1,010 (+70)

7% more repeat investments, than reductions

Existing positions increased: 381 | Existing positions reduced: 356

0.47% less ownership

Funds ownership: 66.39% → 65.92% (-0.47%)

Holders
1,010
Holders Change
+70
Holders Change %
+7.45%
% of All Funds
14.55%
Holding in Top 10
21
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+40%
% of All Funds
0.3%
New
143
Increased
381
Reduced
356
Closed
63
Calls
$236M
Puts
$204M
Net Calls
+$31.5M
Net Calls Change
+$29.1M

Top Buyers

Rank Fund Capital Flow
1
First Trust Advisors
First Trust Advisors
Illinois
+$154M
2
CGL
Clarius Group LLC
Washington
+$140M
3
Capital International Investors
Capital International Investors
California
+$132M
4
Amundi
Amundi
France
+$128M
5
Geode Capital Management
Geode Capital Management
Massachusetts
+$108M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$701M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$163M
3
Goldman Sachs
Goldman Sachs
New York
-$150M
4
Capital World Investors
Capital World Investors
California
-$149M
5
Holocene Advisors
Holocene Advisors
New York
-$102M
Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
801
Manchester Capital Management
Vermont
$233K +$12.8K +119 +7%
GFP
802
Gryphon Financial Partners
Ohio
$232K +$201K +1,873 New
AFP
803
Alpha Financial Partners
Kentucky
$232K +$201K +1,872 New
Optiver Holding
804
Optiver Holding
Netherlands
$231K +$200K +1,861 New
PCP
805
Proficio Capital Partners
Massachusetts
$229K +$199K +1,851 New
SMA
806
Sage Mountain Advisors
Georgia
$229K +$199K +1,849 New
EFSCE
807
Enterprise Financial Services Corp (EFSC)
Missouri
$229K +$199K +1,848 New
SFP
808
Sweet Financial Partners
Minnesota
$228K +$198K +1,844 New
TIA
809
Tiemann Investment Advisors
California
$227K +$197K +1,835 New
DIM
810
Delta Investment Management
California
$226K +$196K +1,827 New
CCG
811
Catalina Capital Group
California
$226K +$196K +1,825 New
EI
812
Ellevest Inc
New York
$226K +$196K +1,822 New
RA
813
Rational Advisors
New York
$225K -$93.7K -872 -32%
OWM
814
OneAscent Wealth Management
Alabama
$225K +$195K +1,816 New
GFS
815
GYL Financial Synergies
Connecticut
$224K +$195K +1,812 New
DS
816
DRW Securities
Illinois
$222K +$193K +1,794 New
WA
817
Waverly Advisors
Alabama
$219K +$190K +1,767 New
PO
818
Private Ocean
California
$216K – – –
WIM
819
WealthPlan Investment Management
Nebraska
$216K +$187K +1,743 New
CCA
820
Childress Capital Advisors
Texas
$214K +$185K +1,726 New
VCWA
821
Vanguard Capital Wealth Advisors
Colorado
$213K +$184K +1,717 New
IWM
822
IHT Wealth Management
Illinois
$212K +$184K +1,713 New
ONB
823
Old National Bancorp
Indiana
$210K +$182K +1,698 New
CFG
824
Cooper Financial Group
California
$210K +$182K +1,694 New
SL
825
Sentry LLC
Tennessee
$209K +$181K +1,687 New
31 32
33
34 35

PCAR Hedge Fund Activity: Q1 2024 in Review

1,010 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in PACCAR (PCAR) for Q1 2024, worth a combined $42.7B — up 26% from $34B a quarter earlier.

Buyers outnumbered sellers: 143 funds opened new PCAR positions and 63 closed out — a net gain of 80 holders — while 381 added to existing stakes and 356 trimmed.

The largest buyer was First Trust Advisors, adding an estimated $154M. The largest seller was Morgan Stanley, cutting an estimated $701M.

  • 1,010 institutional investors held PACCAR (PCAR) as of Q1 2024, up from 940 in Q4 2023.
  • Funds reported $42.7B of PACCAR stock for Q1 2024, up 26% quarter-over-quarter.
  • 143 funds opened new PACCAR positions in Q1 2024 and 63 closed out, a net change of +80 holders.
  • The largest PACCAR buyer in Q1 2024 was First Trust Advisors, an estimated $154M added.
  • The largest PACCAR seller in Q1 2024 was Morgan Stanley, an estimated $701M sold.

Based on aggregated 13F filings for Q1 2024.