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958 hedge funds and large institutions have $35.4B invested in PACCAR in 2024 Q3 according to their latest regulatory filings, with 68 funds opening new positions, 366 increasing their positions, 386 reducing their positions, and 121 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more call options, than puts

Call options by funds: $169M | Put options by funds: $98.9M

7% more funds holding in top 10

Funds holding in top 10: 1415 (+1)

0.69% more ownership

Funds ownership: 67.76%68.45% (+0.69%)

3% less capital invested

Capital invested by funds: $36.6B → $35.4B (-$1.17B)

5% less repeat investments, than reductions

Existing positions increased: 366 | Existing positions reduced: 386

6% less funds holding

Funds holding: 1,020958 (-62)

44% less first-time investments, than exits

New positions opened: 68 | Existing positions closed: 121

Holders
958
Holders Change
-62
Holders Change %
-6.08%
% of All Funds
13.76%
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
366
Reduced
386
Closed
121
Calls
$169M
Puts
$98.9M
Net Calls
+$70.5M
Net Calls Change
+$4.97M
Name Holding Trade Value Shares
Change
Change in
Stake
AA
926
Addison Advisors
Vermont
$3.16K
RTL
927
Red Tortoise LLC
Georgia
$3.06K
AW
928
Avion Wealth
Texas
$3K -$1.37K -14 -29%
IAIM
929
International Assets Investment Management
Florida
$2.93K +$27.9M +285,251 +7,540%
RFG
930
REAP Financial Group
Texas
$2.66K -$11.1K -114 -81%
BHWM
931
Beaird Harris Wealth Management
Texas
$2.37K
CPG
932
Cornerstone Planning Group
New Jersey
$2.24K +$1.17K +12 +133%
AA
933
Ancora Advisors
Ohio
$2.11K +$293 +3 +17%
HIA
934
Harbor Investment Advisory
Maryland
$2.07K -$293 -3 -13%
FMTCOCP
935
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$2K -$29.3K -300 -93%
Kayne Anderson Rudnick Investment Management
936
Kayne Anderson Rudnick Investment Management
California
$1.88K -$489 -5 -21%
NSIM
937
North Star Investment Management
Illinois
$1.88K
ACM
938
Anfield Capital Management
California
$1.78K
TIM
939
Tortoise Investment Management
New York
$1.78K
HWA
940
Heritage Wealth Advisors
Virginia
$1.58K +$1.56K +16 New
AIM
941
Anchor Investment Management
South Carolina
$1.48K
PMAM
942
Picton Mahoney Asset Management
Ontario, Canada
$1K -$153K -1,564 -99%
VAMG
943
Voisard Asset Management Group
Michigan
$987 +$978 +10 New
CAM
944
ClariVest Asset Management
California
$728
CTWM
945
Cherry Tree Wealth Management
Minnesota
$593
BCMLT
946
Beacon Capital Management LLC (Tennessee)
Tennessee
$496
FPFS
947
First Personal Financial Services
North Carolina
$494 +$489 +5 New
NL
948
NVWM LLC
Pennsylvania
$493 -$489 -5 -50%
HWP
949
Highline Wealth Partners
California
$493 -$98 -1 -17%
CAM
950
Chesapeake Asset Management
New York
$493 +$489 +5 New

PCAR Hedge Fund Activity: Q3 2024 in Review

958 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in PACCAR (PCAR) for Q3 2024, worth a combined $35.4B — down 3.2% from $36.6B a quarter earlier.

Sellers outnumbered buyers: 121 funds closed out of PCAR and 68 opened new positions — a net loss of 53 holders — while 386 trimmed existing stakes and 366 added.

The largest buyer was Wellington Management Group, adding an estimated $457M. The largest seller was Fidelity Investments, cutting an estimated $393M.

  • 958 institutional investors held PACCAR (PCAR) as of Q3 2024, down from 1,020 in Q2 2024.
  • Funds reported $35.4B of PACCAR stock for Q3 2024, down 3.2% quarter-over-quarter.
  • 68 funds opened new PACCAR positions in Q3 2024 and 121 closed out, a net change of -53 holders.
  • The largest PACCAR buyer in Q3 2024 was Wellington Management Group, an estimated $457M added.
  • The largest PACCAR seller in Q3 2024 was Fidelity Investments, an estimated $393M sold.

Based on aggregated 13F filings for Q3 2024.