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1,012 hedge funds and large institutions have $37.8B invested in PACCAR in 2024 Q4 according to their latest regulatory filings, with 158 funds opening new positions, 364 increasing their positions, 343 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed

82% more first-time investments, than exits

New positions opened: 158 | Existing positions closed: 87

7% more capital invested

Capital invested by funds: $35.4B → $37.8B (+$2.45B)

7% more funds holding in top 10

Funds holding in top 10: 1516 (+1)

6% more funds holding

Funds holding: 9581,012 (+54)

6% more repeat investments, than reductions

Existing positions increased: 364 | Existing positions reduced: 343

5% more call options, than puts

Call options by funds: $155M | Put options by funds: $147M

0.79% more ownership

Funds ownership: 68.45%69.24% (+0.79%)

Holders
1,012
Holders Change
+54
Holders Change %
+5.64%
% of All Funds
13.33%
Holding in Top 10
16
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.67%
% of All Funds
0.21%
New
158
Increased
364
Reduced
343
Closed
87
Calls
$155M
Puts
$147M
Net Calls
+$7.55M
Net Calls Change
-$62.9M
Name Holding Trade Value Shares
Change
Change in
Stake
CB
926
CNB Bank
Pennsylvania
$11K
AWM
927
Abound Wealth Management
Tennessee
$10K
MSWM
928
Mowery & Schoenfeld Wealth Management
Illinois
$9.47K +$9.96K +91 New
Q1WB
929
Quest 10 Wealth Builders
Virginia
$9.05K +$9.52K +87 New
ECG
930
Edge Capital Group
Georgia
$9.05K +$1.9M +17,395 New
SSG
931
Summit Securities Group
New York
$8.63K +$9.08K +83 New
TH
932
TCTC Holdings
Texas
$8.53K +$8.97K +82 New
WA
933
Whipplewood Advisors
Colorado
$8.43K +$8.86K +81 New
CA
934
Continuum Advisory
Idaho
$8.01K
PSFG
935
Park Square Financial Group
Georgia
$7.8K +$8.21K +75 New
WT
936
Washington Trust
Rhode Island
$7.59K
FMP
937
Financial Management Professionals
Texas
$7.59K +$876 +8 +12%
PWMG
938
Private Wealth Management Group
New Jersey
$7.49K
SFA
939
Semmax Financial Advisors
North Carolina
$7.27K +$219 +2 +3%
DPW
940
DiNuzzo Private Wealth
Pennsylvania
$6.55K -$109 -1 -2%
CFGS
941
Concourse Financial Group Securities
Alabama
$6.48K -$10.2K -93 -61%
IHWM
942
Iron Horse Wealth Management
Iowa
$6.24K
AGWCA
943
Annis Gardner Whiting Capital Advisors
Florida
$6.18K -$4.82K -44 -43%
CWA
944
Carolina Wealth Advisors
South Carolina
$6.03K -$741K -6,775 -99%
AF
945
Aviso Financial
Ontario, Canada
$5.93K +$6.24K +57 New
SC
946
Stephens Consulting
Michigan
$5.83K
WWP
947
WR Wealth Planners
Missouri
$5.83K +$1.09K +10 +22%
S
948
Sachetta
Massachusetts
$5.53K +$766 +7 +15%
T
949
Transce3nd
Texas
$5.31K +$5.58K +51 New
SIC
950
SJS Investment Consulting
Ohio
$5.31K -$2.63K -24 -32%

PCAR Hedge Fund Activity: Q4 2024 in Review

1,012 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in PACCAR (PCAR) for Q4 2024, worth a combined $37.8B — up 6.9% from $35.4B a quarter earlier.

Buyers outnumbered sellers: 158 funds opened new PCAR positions and 87 closed out — a net gain of 71 holders — while 364 added to existing stakes and 343 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $368M. The largest seller was Nordea Investment Management, cutting an estimated $163M.

  • 1,012 institutional investors held PACCAR (PCAR) as of Q4 2024, up from 958 in Q3 2024.
  • Funds reported $37.8B of PACCAR stock for Q4 2024, up 6.9% quarter-over-quarter.
  • 158 funds opened new PACCAR positions in Q4 2024 and 87 closed out, a net change of +71 holders.
  • The largest PACCAR buyer in Q4 2024 was Wellington Management Group, an estimated $368M added.
  • The largest PACCAR seller in Q4 2024 was Nordea Investment Management, an estimated $163M sold.

Based on aggregated 13F filings for Q4 2024.