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PACCAR
PCAR

Overview Fund Activity

950 hedge funds and large institutions have $34.8B invested in PACCAR in 2024 Q3 according to their latest regulatory filings, with 68 funds opening new positions, 364 increasing their positions, 380 reducing their positions, and 120 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
950
Holders Change
-62
Holders Change %
-6.13%
% of All Funds
13.74%
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
364
Reduced
380
Closed
120
Calls
$169M
Puts
$98.9M
Net Calls
+$70.5M
Net Calls Change
+$4.97M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$1.33B
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$1.01B
3
Capital Research Global Investors
Capital Research Global Investors
California
$244M
4
Bank of America
Bank of America
North Carolina
$1.36B
5
DWT
Dorsey & Whitney Trust
South Dakota
$172M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$851M
2
AQR Capital Management
AQR Capital Management
Connecticut
$133M
3
First Trust Advisors
First Trust Advisors
Illinois
$308M
4
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$50.7M
5
AllianceBernstein
AllianceBernstein
Tennessee
$310M
Name Holding Trade Value Shares
Change 		Shares
Change %
ADL
851
Asset Dedication LLC
California
$23.5K +$296 +3 +1%
CJ
852
Caitlin John
Michigan
$23.2K -$1.21M -10,379 -98%
CSC
853
Caldwell Sutter Capital
California
$23.2K – – –
PWA
854
Provenance Wealth Advisors
Florida
$21.9K – – –
EWM
855
Evermay Wealth Management
Virginia
$21.2K -$39.6K -401 -65%
EC
856
Elequin Capital
New York
$21.2K +$21.2K +215 New
AAG
857
Armstrong Advisory Group
Massachusetts
$21.1K +$21.1K +214 New
HFS
858
HBC Financial Services
Washington
$21K +$103 +1 +0.5%
GKIM
859
GW&K Investment Management
Massachusetts
$21K +$1.31K +13 +7%
FCT
860
First Community Trust
Iowa
$20.7K – – –
VWA
861
Valued Wealth Advisors
Utah
$20K -$1.09K -11 -5%
PA
862
PSI Advisors
Florida
$19.7K – – –
AIC
863
Archer Investment Corporation
Indiana
$19.6K – – –
AF
864
Advisornet Financial
Minnesota
$17.2K +$197 +2 +1%
GC
865
Gould Capital
Washington
$16.6K – – –
IIC
866
Integrated Investment Consultants
Michigan
$16.2K +$16.2K +16,161 New
PCWA
867
Pacific Capital Wealth Advisors
California
$15.5K – – –
CFGS
868
Concourse Financial Group Securities
Alabama
$15K -$37.5K -380 -71%
MA
869
Montag & Associates
Georgia
$14.8K -$2.02M -20,444 -99%
IBOK
870
Independence Bank of Kentucky
Kentucky
$14.8K – – –
MA
871
MCF Advisors
Kentucky
$14.6K -$51.2K -518 -78%
RCM
872
Raleigh Capital Management
North Carolina
$14.2K -$37.6K -382 -73%
DF
873
Dunhill Financial
United Kingdom
$14K +$5.54K +56 +65%
BIA
874
Bell Investment Advisors
California
$13.5K +$493 +5 +4%
FFA
875
Frazier Financial Advisors
Ohio
$13.4K -$2.76K -28 -17%
33 34
35
36 37