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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
CAS
826
Coppell Advisory Solutions
Texas
$96.7K +$22.9K +209 +29%
SWM
827
Spire Wealth Management
Virginia
$94.5K -$1.52M -13,885 -94%
AT
828
Avalon Trust
New Mexico
$91K
CFO
829
CVA Family Office
Colorado
$90.3K +$4.49K +41 +5%
EWA
830
EverSource Wealth Advisors
Alabama
$88.4K +$11.7K +107 +14%
HCP
831
Hexagon Capital Partners
Arkansas
$85.2K +$2.41K +22 +3%
RIL
832
Rothschild Investment LLC
Illinois
$76.6K +$6.68K +61 +9%
WBC
833
Westpac Banking Corp
Australia
$76.2K -$529K -4,835 -87%
OWP
834
ORG Wealth Partners
Texas
$76.1K +$80.1K +732 New
AWM
835
Atticus Wealth Management
Florida
$71.7K
KFI
836
Key Financial Inc
Pennsylvania
$69.1K +$19.8K +181 +37%
DMBA
837
Deseret Mutual Benefit Administrators
Utah
$68.9K -$1.64K -15 -2%
Optiver Holding
838
Optiver Holding
Netherlands
$66.9K +$70.4K +643 New
SCA
839
Sander Capital Advisors
Washington
$64K +$12.4K +113 +22%
WWA
840
Wingate Wealth Advisors
Massachusetts
$63.9K +$67.2K +614 New
BA
841
Bellwether Advisors
Nebraska
$62.1K +$65.3K +597 New
Loomis, Sayles & Company
842
Loomis, Sayles & Company
Massachusetts
$62K +$65.3K +597 New
ACA
843
Atlas Capital Advisors
Wyoming
$61.7K
AF
844
Advisornet Financial
Minnesota
$58.9K +$42.8K +391 +223%
ITIM
845
Indiana Trust & Investment Management
Indiana
$57.6K
GBT
846
Grove Bank & Trust
Florida
$57.2K +$9.19K +84 +18%
LFG
847
Larson Financial Group
Missouri
$57K +$16.9K +154 +39%
SN
848
Sittner & Nelson
Oregon
$54.1K
CAL
849
Capital Advisors Ltd
Ohio
$53K
KI
850
Kapitalo Investimentos
Brazil
$51.1K +$53.7K +491 New

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.