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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
GWP
851
Gen-Wealth Partners
Michigan
$121K -$95.4K -865 -42%
GWM
852
Geneos Wealth Management
Colorado
$120K +$220 +2 +0.2%
O
853
Ossiam
France
$111K -$155K -1,408 -57%
SC
854
Solstein Capital
California
$109K
TFM
855
TFC Financial Management
Massachusetts
$106K -$331 -3 -0.3%
BFEC
856
Benjamin F. Edwards & Company
Missouri
$101K
IA
857
IFP Advisors
Florida
$99.1K +$20K +181 +23%
CTC
858
Central Trust Company
Missouri
$98.7K -$5.29K -48 -5%
CPBTD
859
Central Pacific Bank - Trust Division
Hawaii
$97.8K
HI
860
Harbour Investments
Wisconsin
$94.6K +$10K +91 +11%
SFCL
861
Strengthening Families & Communities LLC
Massachusetts
$91K +$96.9K +879 New
SOW
862
State of Wyoming
Wyoming
$84.2K +$24K +218 +36%
JWM
863
Janiczek Wealth Management
Colorado
$83.5K -$2.09K -19 -2%
SIS
864
Sound Income Strategies
Florida
$81K
SSB
865
Sandy Spring Bank
Maryland
$79.5K -$3.31K -30 -4%
CC
866
Cultivar Capital
Texas
$77.9K +$83.4K +757 New
WBC
867
Westpac Banking Corp
Australia
$75.5K -$605K -5,492 -88%
CFO
868
CVA Family Office
Colorado
$75.1K -$441 -4 -0.5%
VCM
869
Versant Capital Management
Arizona
$72.5K +$67K +608 +633%
EWA
870
EverSource Wealth Advisors
Alabama
$71.8K +$12K +109 +18%
AWM
871
Atticus Wealth Management
Florida
$71.7K
RIL
872
Rothschild Investment LLC
Illinois
$70K +$30.6K +278 +69%
DMBA
873
Deseret Mutual Benefit Administrators
Utah
$69.7K
MA
874
MCF Advisors
Kentucky
$68.5K +$7.5K +68 +11%
TFIPS
875
Towarzystwo Funduszy Inwestycyjnych PZU SA
$67.9K

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.