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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
ADL
926
Asset Dedication LLC
California
$24.2K -$441 -4 -2%
CSC
927
Caldwell Sutter Capital
California
$24.2K
ST
928
Smithfield Trust
Pennsylvania
$24K -$4.08K -37 -14%
RTC
929
Riverview Trust Company
Washington
$23.8K
PWA
930
Provenance Wealth Advisors
Florida
$22.9K
VWA
931
Valued Wealth Advisors
Utah
$22K +$3.64K +33 +18%
FCT
932
First Community Trust
Iowa
$21.6K
PA
933
PSI Advisors
Florida
$20.6K
AIC
934
Archer Investment Corporation
Indiana
$20.5K
HFS
935
HBC Financial Services
Washington
$20K
GKIM
936
GW&K Investment Management
Massachusetts
$20K +$1.76K +16 +9%
GJIA
937
Glass Jacobson Investment Advisors
Maryland
$19.4K +$20.7K +188 New
BEI
938
Benjamin Edwards Inc
Missouri
$19K +$2.21K +20 +12%
AF
939
Advisornet Financial
Minnesota
$17.8K -$772 -7 -4%
RFG
940
RFP Financial Group
Georgia
$17.8K +$772 +7 +4%
GC
941
Gould Capital
Washington
$17.3K
ZB
942
Zions Bancorporation
Utah
$17.2K +$1.21K +11 +7%
FFA
943
Frazier Financial Advisors
Ohio
$16.9K -$1.32K -12 -7%
PCWA
944
Pacific Capital Wealth Advisors
California
$16.2K +$14.9K +135 +614%
CB
945
CNB Bank
Pennsylvania
$16K
IBOK
946
Independence Bank of Kentucky
Kentucky
$15.4K
RFG
947
REAP Financial Group
Texas
$14.5K +$6.06K +55 +64%
AGWCA
948
Annis Gardner Whiting Capital Advisors
Florida
$14K -$13.7K -124 -48%
BIA
949
Bell Investment Advisors
California
$13.6K
TSWM
950
Tyler-Stone Wealth Management
Ohio
$13.3K

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.