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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
SCM
801
Sterling Capital Management
North Carolina
$158K -$84.9K -776 -34%
CH
802
Cromwell Holdings
Wyoming
$158K
CAL
803
Capital Analysts LLC
Pennsylvania
$157K +$438 +4 +0.3%
Federated Hermes
804
Federated Hermes
Pennsylvania
$157K -$1.82M -16,619 -92%
AAP
805
Arax Advisory Partners
Colorado
$155K +$103K +940 +170%
HI
806
Harbour Investments
Wisconsin
$155K +$23.9K +218 +17%
C
807
Covestor
United Kingdom
$150K -$17.5K -160 -10%
SNB
808
Security National Bank
Nebraska
$148K
LSA
809
Leonteq Securities AG
Switzerland
$147K -$71.8K -656 -32%
ETC
810
Exchange Traded Concepts
Oklahoma
$141K -$25.8K -236 -15%
MHR
811
Matthew Hamilton Rosenberg
$141K
VCM
812
Versant Capital Management
Arizona
$138K +$23.4K +214 +19%
QC
813
Quent Capital
New York
$135K +$438 +4 +0.3%
GC
814
Garde Capital
Washington
$135K +$142K +1,297 New
SIC
815
Salem Investment Counselors
North Carolina
$133K
PTC
816
Private Trust Company
Ohio
$131K +$2.85K +26 +2%
RFA
817
Reyes Financial Architecture
California
$126K +$132K +1,208 New
BTI
818
Blue Trust Inc
Georgia
$125K -$286K -2,614 -69%
HFM
819
Hartford Financial Management
Connecticut
$123K -$2.74K -25 -2%
AT
820
Arlington Trust
Alabama
$116K +$84.4K +771 +222%
SC
821
Solstein Capital
California
$110K
TFM
822
TFC Financial Management
Massachusetts
$108K
CA
823
CoreCap Advisors
Michigan
$104K +$57.8K +528 +112%
GWM
824
Geneos Wealth Management
Colorado
$102K -$16.3K -149 -13%
IA
825
IFP Advisors
Florida
$99K +$16.1K +147 +18%

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.