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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
KFI
826
Key Financial Inc
Pennsylvania
$47.7K +$98 +1 +0.2%
KA
827
Kozak & Associates
Colorado
$46.7K +$196 +2 +0.5%
CA
828
CoreCap Advisors
Michigan
$46.4K +$46K +470 New
GBT
829
Grove Bank & Trust
Florida
$46K +$10.1K +103 +28%
CTC
830
Central Trust Company
Missouri
$45.9K -$48.3K -494 -52%
W
831
WealthCollab
Washington
$44.6K -$16.9K -173 -28%
AWM
832
Avior Wealth Management
Nebraska
$44.4K -$11.3K -116 -20%
HWM
833
Hemington Wealth Management
Virginia
$41K +$38.9K +398 New
SCM
834
Silvant Capital Management
Georgia
$39.2K
LFG
835
Larson Financial Group
Missouri
$38.9K -$15.3K -156 -28%
CFD
836
Creative Financial Designs
Indiana
$38.8K
MCM
837
MV Capital Management
Maryland
$38.7K -$978 -10 -2%
OP
838
ORG Partners
Indiana
$37.8K
TCOV
839
Trust Company of Vermont
Vermont
$37.2K +$12.4K +127 +51%
FFO
840
Fortitude Family Office
Arizona
$36.1K
PWMG
841
Prestige Wealth Management Group
New Jersey
$36K
CAC
842
Core Alternative Capital
Georgia
$35.3K
Acadian Asset Management
843
Acadian Asset Management
Massachusetts
$35K -$1.55M -15,888 -98%
FMII
844
Farmers & Merchants Investments Inc
Nebraska
$34.5K
AT
845
Arlington Trust
Alabama
$34.3K
AA
846
AlphaMark Advisors
Kentucky
$32K
BWP
847
Baldwin Wealth Partners
Massachusetts
$31.6K +$26.5K +271 +553%
BGAI
848
Bruce G. Allen Investments
Colorado
$31.2K -$98 -1 -0.3%
ABWM
849
Alpine Bank Wealth Management
Colorado
$29.6K +$29.3K +300 New
KC
850
Kepos Capital
New York
$29K -$4.89K -50 -14%

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.