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958 hedge funds and large institutions have $35.4B invested in PACCAR in 2024 Q3 according to their latest regulatory filings, with 68 funds opening new positions, 366 increasing their positions, 386 reducing their positions, and 121 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more call options, than puts

Call options by funds: $169M | Put options by funds: $98.9M

7% more funds holding in top 10

Funds holding in top 10: 1415 (+1)

0.69% more ownership

Funds ownership: 67.76%68.45% (+0.69%)

3% less capital invested

Capital invested by funds: $36.6B → $35.4B (-$1.17B)

5% less repeat investments, than reductions

Existing positions increased: 366 | Existing positions reduced: 386

6% less funds holding

Funds holding: 1,020958 (-62)

44% less first-time investments, than exits

New positions opened: 68 | Existing positions closed: 121

Holders
958
Holders Change
-62
Holders Change %
-6.08%
% of All Funds
13.76%
Holding in Top 10
15
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.14%
% of All Funds
0.22%
New
68
Increased
366
Reduced
386
Closed
121
Calls
$169M
Puts
$98.9M
Net Calls
+$70.5M
Net Calls Change
+$4.97M
Name Holding Trade Value Shares
Change
Change in
Stake
DZ Bank
801
DZ Bank
Germany
$89K -$256K -2,619 -74%
SFCL
802
Strengthening Families & Communities LLC
Massachusetts
$86.8K
AT
803
Avalon Trust
New Mexico
$86.3K -$48.9K -500 -36%
CFO
804
CVA Family Office
Colorado
$81.6K +$9.48K +97 +13%
IA
805
IFP Advisors
Florida
$79.5K -$15.4K -157 -16%
HCP
806
Hexagon Capital Partners
Arkansas
$78.6K -$69.4K -710 -47%
SSB
807
Sandy Spring Bank
Maryland
$76.2K
AFWM
808
Abich Financial Wealth Management
Virginia
$75K -$85.8K -877 -54%
EWA
809
EverSource Wealth Advisors
Alabama
$73.3K +$1.47K +15 +2%
CAS
810
Coppell Advisory Solutions
Texas
$71K +$8.21K +84 +13%
AWM
811
Atticus Wealth Management
Florida
$68K -$684 -7 -1%
DMBA
812
Deseret Mutual Benefit Administrators
Utah
$66.8K
RIL
813
Rothschild Investment LLC
Illinois
$66.6K -$489 -5 -0.7%
TFIPS
814
Towarzystwo Funduszy Inwestycyjnych PZU SA
$65.1K
SIS
815
Sound Income Strategies
Florida
$59.1K -$18.4K -188 -24%
ACA
816
Atlas Capital Advisors
Wyoming
$58.5K -$71.1K -727 -55%
OA
817
Operose Advisors
Wisconsin
$56.9K
CCA
818
Catalyst Capital Advisors
New York
$56.2K +$5.96K +61 +12%
AAP
819
Arax Advisory Partners
Colorado
$54.7K +$24.3K +249 +82%
ITIM
820
Indiana Trust & Investment Management
Indiana
$54.7K
ATS
821
Ashton Thomas Securities
New York
$52.5K +$52K +532 New
M
822
MOTCO
Texas
$51.8K
SN
823
Sittner & Nelson
Oregon
$51.3K
CAL
824
Capital Advisors Ltd
Ohio
$51K +$293 +3 +0.6%
SCA
825
Sander Capital Advisors
Washington
$50K +$49.4K +505 New

PCAR Hedge Fund Activity: Q3 2024 in Review

958 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in PACCAR (PCAR) for Q3 2024, worth a combined $35.4B — down 3.2% from $36.6B a quarter earlier.

Sellers outnumbered buyers: 121 funds closed out of PCAR and 68 opened new positions — a net loss of 53 holders — while 386 trimmed existing stakes and 366 added.

The largest buyer was Wellington Management Group, adding an estimated $457M. The largest seller was Fidelity Investments, cutting an estimated $393M.

  • 958 institutional investors held PACCAR (PCAR) as of Q3 2024, down from 1,020 in Q2 2024.
  • Funds reported $35.4B of PACCAR stock for Q3 2024, down 3.2% quarter-over-quarter.
  • 68 funds opened new PACCAR positions in Q3 2024 and 121 closed out, a net change of -53 holders.
  • The largest PACCAR buyer in Q3 2024 was Wellington Management Group, an estimated $457M added.
  • The largest PACCAR seller in Q3 2024 was Fidelity Investments, an estimated $393M sold.

Based on aggregated 13F filings for Q3 2024.