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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
CAS
876
Coppell Advisory Solutions
Texas
$65.9K +$70.5K +640 New
W
877
WealthCollab
Washington
$64.3K
EWM
878
Evermay Wealth Management
Virginia
$63.4K
OA
879
Operose Advisors
Wisconsin
$59.4K
AWM
880
Avior Wealth Management
Nebraska
$58.3K -$33.2K -301 -35%
TFF
881
The Family Firm
Maryland
$57.2K +$61.3K +556 New
ITIM
882
Indiana Trust & Investment Management
Indiana
$57K +$1.21K +11 +2%
LFG
883
Larson Financial Group
Missouri
$56.6K +$8.71K +79 +17%
VIA
884
Virtus Investment Advisers
Connecticut
$54.9K -$30.5K -277 -34%
CFGS
885
Concourse Financial Group Securities
Alabama
$54.8K -$772 -7 -1%
RCM
886
Raleigh Capital Management
North Carolina
$54.1K +$10.9K +99 +23%
M
887
MOTCO
Texas
$54K
LI
888
LRI Investments
Florida
$53.8K
SN
889
Sittner & Nelson
Oregon
$53.5K
IGWM
890
ICA Group Wealth Management
Colorado
$52.7K -$1.1K -10 -2%
CCA
891
Catalyst Capital Advisors
New York
$52.4K +$1.1K +10 +2%
CAL
892
Capital Advisors Ltd
Ohio
$52K
Optiver Holding
893
Optiver Holding
Netherlands
$51.5K -$150K -1,361 -73%
GLR
894
Great Lakes Retirement
Ohio
$50.6K +$54.2K +492 New
KFI
895
Key Financial Inc
Pennsylvania
$49.6K +$110 +1 +0.2%
IWA
896
IBEX Wealth Advisors
New Jersey
$49K +$52.5K +476 New
EC
897
EntryPoint Capital
New York
$48.7K +$12.8K +116 +32%
KA
898
Kozak & Associates
Colorado
$44.4K +$110 +1 +0.2%
MCM
899
MV Capital Management
Maryland
$41.4K +$1.65K +15 +4%
MB
900
Mizuho Bank
Japan
$41.2K +$44.1K +400 New

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.