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PACCAR
PCAR

Overview Fund Activity

1,002 hedge funds and large institutions have $42.5B invested in PACCAR in 2024 Q1 according to their latest regulatory filings, with 142 funds opening new positions, 378 increasing their positions, 353 reducing their positions, and 63 closing their positions.

Holders
1,002
Holders Change
+69
Holders Change %
+7.4%
% of All Funds
14.53%
Holding in Top 10
21
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+40%
% of All Funds
0.3%
New
142
Increased
378
Reduced
353
Closed
63
Calls
$236M
Puts
$204M
Net Calls
+$31.5M
Net Calls Change
+$29.1M

Top Buyers

1
First Trust Advisors
1
First Trust Advisors
Illinois
$519M
2
CGL
2
Clarius Group LLC
Washington
$286M
3
Capital International Investors
3
Capital International Investors
California
$491M
4
Amundi
4
Amundi
France
$308M
5
Geode Capital Management
5
Geode Capital Management
Massachusetts
$1.69B

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$793M
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$95.5M
3
Goldman Sachs
3
Goldman Sachs
New York
$277M
4
Capital World Investors
4
Capital World Investors
California
$0
5
Holocene Advisors
5
Holocene Advisors
New York
$111M
Name Market Value Shares Shares
Change 		Shares
Change %
WWM
976
Wolff Wiese Magana
California
$3.72K 30 +30 New
RWPA
977
Richard W. Paul & Associates
Michigan
$3.22K 26 – –
FMTCOCP
978
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$3K 24 – –
CSB
979
City State Bank
Iowa
$3K 25 +25 New
BHWM
980
Beaird Harris Wealth Management
Texas
$2.97K 24 – –
CTA
981
Colonial Trust Advisors
South Carolina
$2.73K 22 – –
PCWA
982
Pacific Capital Wealth Advisors
California
$2.73K 22 +22 New
TWD
983
True Wealth Design
Ohio
$2.6K 21 +9 +75%
Kayne Anderson Rudnick Investment Management
984
Kayne Anderson Rudnick Investment Management
California
$2.35K 19 – –
NSIM
985
North Star Investment Management
Illinois
$2.35K 19 – –
AA
986
Ancora Advisors
Ohio
$2.28K 18 – –
TIM
987
Tortoise Investment Management
New York
$2.23K 18 +18 New
FSWA
988
Financial Synergies Wealth Advisors
Texas
$1.86K 15 +5 +50%
AIM
989
Anchor Investment Management
South Carolina
$1.86K 15 +15 New
GAG
990
Goodman Advisory Group
Massachusetts
$1.73K 14 +14 New
RAM
991
Riggs Asset Management
Pennsylvania
$1.61K 13 +13 New
TWP
992
TFO Wealth Partners
Ohio
$1.49K 12 -2 -14%
A
993
AlphaQuest
New York
$1.24K 10 +9 +900%
NL
994
NVWM LLC
Pennsylvania
$1.24K 10 +10 New
CAM
995
ClariVest Asset Management
California
$871 7 – –
JPWM
996
Jamison Private Wealth Management
Georgia
$868 7 +7 New
DWA
997
Delos Wealth Advisors
Texas
$868 7 +7 New
CTWM
998
Cherry Tree Wealth Management
Minnesota
$744 6 – –
OP
999
ORG Partners
Indiana
$641 5 -373 -99%
S
1000
Sachetta
Massachusetts
$606 6 – –
38 39
40
41 42