We are live on ! Find out more

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
VT
801
Vise Technologies
New York
$227K -$4.74K -43 -2%
PWMAG
802
Pinnacle Wealth Management Advisory Group
New Jersey
$227K +$441 +4 +0.2%
SPC
803
Sigma Planning Corp
Michigan
$227K -$90.6K -822 -27%
AIM
804
Aigen Investment Management
New York
$225K +$241K +2,190 New
SMA
805
Sage Mountain Advisors
Georgia
$225K +$37.6K +341 +18%
AC
806
AXQ Capital
New Jersey
$225K -$67.5K -612 -22%
AA
807
Aire Advisors
California
$225K
OL
808
Optas LLC
Texas
$224K +$26.1K +237 +12%
TCM
809
Traynor Capital Management
Pennsylvania
$224K -$15.8K -143 -6%
PHIC
810
Pine Haven Investment Counsel
Massachusetts
$222K
WA
811
Waverly Advisors
Alabama
$221K +$42K +381 +22%
4WM
812
4J Wealth Management
Virginia
$216K
SAM
813
Smartleaf Asset Management
Massachusetts
$216K +$112K +1,014 +96%
LP
814
LMR Partners
United Kingdom
$215K -$222K -2,016 -49%
FOA
815
Five Oceans Advisors
California
$214K -$32.4K -294 -12%
RSWM
816
Robertson Stephens Wealth Management
California
$212K -$10.1K -92 -4%
GWSG
817
GPS Wealth Strategies Group
Colorado
$210K +$7.72K +70 +4%
LAM
818
L2 Asset Management
Massachusetts
$208K +$13.3K +121 +6%
VSQM
819
V-Square Quantitative Management
Illinois
$207K -$8.27K -75 -4%
LRIA
820
Leonard Rickey Investment Advisors
Washington
$206K -$6.06K -55 -3%
CC
821
Corton Capital
Ontario, Canada
$203K -$492K -4,459 -69%
PCTC
822
Perkins Coie Trust Company
Washington
$202K -$2.76K -25 -1%
GIA
823
Gateway Investment Advisers
Ohio
$202K -$50.4K -457 -19%
LSA
824
Leonteq Securities AG
Switzerland
$202K -$11K -100 -5%
MG
825
Marex Group
$201K +$216K +1,955 New

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.