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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
RWM
951
Ruedi Wealth Management
Illinois
$12.8K +$441 +4 +3%
DIP
952
DT Investment Partners
Pennsylvania
$12.4K
CWC
953
Carolinas Wealth Consulting
North Carolina
$11.7K -$1.87K -17 -13%
JFA
954
JNBA Financial Advisors
Minnesota
$11.2K
PPC
955
Park Place Capital
Alabama
$11.1K
WPA
956
West Paces Advisors
Georgia
$11K
KPP
957
Kings Path Partners
Texas
$10.3K +$11K +100 New
AWM
958
Abound Wealth Management
Tennessee
$9.9K -$2.21K -20 -17%
WT
959
Washington Trust
Rhode Island
$9.88K
CA
960
Crewe Advisors
Utah
$9.78K -$551 -5 -5%
ANBT
961
American National Bank & Trust
Texas
$9.37K +$10K +91 New
RS
962
Rakuten Securities
Japan
$9.06K -$59K -535 -86%
DF
963
Dunhill Financial
United Kingdom
$8.9K +$1.1K +10 +13%
SIC
964
SJS Investment Consulting
Ohio
$8.24K -$1.32K -12 -13%
PIS
965
POM Investment Strategies
North Carolina
$7.93K +$8.49K +77 New
PWMG
966
Private Wealth Management Group
New Jersey
$7.21K
DPW
967
DiNuzzo Private Wealth
Pennsylvania
$7.1K +$110 +1 +1%
SSG
968
Summit Securities Group
New York
$7K +$7.61K +69 New
PCMC
969
Planning Capital Management Corporation
Pennsylvania
$6.49K
S
970
Sachetta
Massachusetts
$6.41K +$6.61K +60 +1,000%
SFA
971
Semmax Financial Advisors
North Carolina
$6.18K +$110 +1 +2%
AP
972
Aspect Partners
Virginia
$6.18K
IHWM
973
Iron Horse Wealth Management
Iowa
$6.18K
SC
974
Stephens Consulting
Michigan
$5.76K +$6.17K +56 New
GEA
975
Glen Eagle Advisors
New Jersey
$5.76K

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.