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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
SWA
951
SOA Wealth Advisors
New York
$409
RAM
952
Riggs Asset Management
Pennsylvania
$395 +$391 +4 New
SS
953
Sunbelt Securities
Texas
$393
CTB
954
Country Trust Bank
Illinois
$296
LIS
955
Legacy Investment Solutions
Idaho
$234 +$196 +2 New
LWMI
956
Legacy Wealth Management (Idaho)
Idaho
$234 +$196 +2 New
MFG
957
Mendota Financial Group
Wisconsin
$99 +$98 +1 New
DWM
958
Dogwood Wealth Management
Kansas
$4
ZIM
959
Zacks Investment Management
Illinois
-$20.4M -197,911 Closed
JAM
960
Jupiter Asset Management
United Kingdom
-$19M -184,548 Closed
TAM
961
Todd Asset Management
Kentucky
-$18M -174,507 Closed
RPI
962
Railway Pension Investments
United Kingdom
-$17.2M -167,000 Closed
CAI
963
Capital Advisors Inc
Oklahoma
-$16.7M -162,500 Closed
MAM
964
Martingale Asset Management
Massachusetts
-$13.2M -128,274 Closed
KC
965
Kadensa Capital
Hong Kong
-$10.2M -98,839 Closed
BHWA
966
Beacon Harbor Wealth Advisors
Virginia
-$5.4M -52,451 Closed
Marshall Wace
967
Marshall Wace
United Kingdom
-$5.4M -52,424 Closed
UH
968
Unigestion Holding
Switzerland
-$5.1M -52,240 Closed
PSB
969
Passumpsic Savings Bank
Vermont
-$3.26M -31,688 Closed
EPFB
970
Employees Provident Fund Board
Malaysia
-$3.05M -29,596 Closed
A
971
AustralianSuper
Australia
-$2.98M -28,984 Closed
BG
972
BDF Gestion
France
-$2.86M -27,804 Closed
PP
973
Paloma Partners
Connecticut
-$2.85M -27,709 Closed
QIM
974
Quantitative Investment Management
Virginia
-$2.58M -25,026 Closed
PRC
975
Pearl River Capital
Michigan
-$2.51M -24,381 Closed

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.