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PACCAR
PCAR

1,010 hedge funds and large institutions have $42.7B invested in PACCAR in 2024 Q1 according to their latest regulatory filings, with 143 funds opening new positions, 381 increasing their positions, 356 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

127% more first-time investments, than exits

New positions opened: 143 | Existing positions closed: 63

40% more funds holding in top 10

Funds holding in top 10: 15 → 21 (+6)

26% more capital invested

Capital invested by funds: $34B → $42.7B (+$8.73B)

15% more call options, than puts

Call options by funds: $236M | Put options by funds: $204M

7% more funds holding

Funds holding: 940 → 1,010 (+70)

7% more repeat investments, than reductions

Existing positions increased: 381 | Existing positions reduced: 356

0.47% less ownership

Funds ownership: 66.39% → 65.92% (-0.47%)

Holders
1,010
Holders Change
+70
Holders Change %
+7.45%
% of All Funds
14.55%
Holding in Top 10
21
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+40%
% of All Funds
0.3%
New
143
Increased
381
Reduced
356
Closed
63
Calls
$236M
Puts
$204M
Net Calls
+$31.5M
Net Calls Change
+$29.1M

Top Buyers

Rank Fund Capital Flow
1
First Trust Advisors
First Trust Advisors
Illinois
+$154M
2
CGL
Clarius Group LLC
Washington
+$140M
3
Capital International Investors
Capital International Investors
California
+$132M
4
Amundi
Amundi
France
+$128M
5
Geode Capital Management
Geode Capital Management
Massachusetts
+$108M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$701M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$163M
3
Goldman Sachs
Goldman Sachs
New York
-$150M
4
Capital World Investors
Capital World Investors
California
-$149M
5
Holocene Advisors
Holocene Advisors
New York
-$102M
Name Holding Trade Value Shares
Change 		Change in
Stake
PVH
976
Psagot Value Holdings
Israel
$5K – – –
HPC
977
HM Payson & Co
Maine
$4.58K -$5.37K -50 -57%
RWA
978
Redmont Wealth Advisors
Illinois
$4.58K +$3.98K +37 New
TCA
979
Trifecta Capital Advisors
Illinois
$4.21K – – –
FMP
980
Financial Management Professionals
Texas
$4K +$322 +3 +11%
AA
981
Addison Advisors
Vermont
$3.96K +$3.44K +32 New
RTL
982
Red Tortoise LLC
Georgia
$3.84K – – –
WWP
983
WR Wealth Planners
Missouri
$3.84K +$3.33K +31 New
WWM
984
Wolff Wiese Magana
California
$3.72K +$3.22K +30 New
RWPA
985
Richard W. Paul & Associates
Michigan
$3.22K – – –
FMTCOCP
986
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$3K – – –
CSB
987
City State Bank
Iowa
$3K +$2.69K +25 New
BHWM
988
Beaird Harris Wealth Management
Texas
$2.97K – – –
CTA
989
Colonial Trust Advisors
South Carolina
$2.73K – – –
PCWA
990
Pacific Capital Wealth Advisors
California
$2.73K +$2.36K +22 New
TWD
991
True Wealth Design
Ohio
$2.6K +$967 +9 +75%
Kayne Anderson Rudnick Investment Management
992
Kayne Anderson Rudnick Investment Management
California
$2.35K – – –
NSIM
993
North Star Investment Management
Illinois
$2.35K – – –
AA
994
Ancora Advisors
Ohio
$2.28K – – –
TIM
995
Tortoise Investment Management
New York
$2.23K +$1.93K +18 New
FSWA
996
Financial Synergies Wealth Advisors
Texas
$1.86K +$537 +5 +50%
AIM
997
Anchor Investment Management
South Carolina
$1.86K +$1.61K +15 New
GAG
998
Goodman Advisory Group
Massachusetts
$1.73K +$1.5K +14 New
RAM
999
Riggs Asset Management
Pennsylvania
$1.61K +$1.4K +13 New
TWP
1000
TFO Wealth Partners
Ohio
$1.49K -$215 -2 -14%
38 39
40
41 42

PCAR Hedge Fund Activity: Q1 2024 in Review

1,010 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in PACCAR (PCAR) for Q1 2024, worth a combined $42.7B — up 26% from $34B a quarter earlier.

Buyers outnumbered sellers: 143 funds opened new PCAR positions and 63 closed out — a net gain of 80 holders — while 381 added to existing stakes and 356 trimmed.

The largest buyer was First Trust Advisors, adding an estimated $154M. The largest seller was Morgan Stanley, cutting an estimated $701M.

  • 1,010 institutional investors held PACCAR (PCAR) as of Q1 2024, up from 940 in Q4 2023.
  • Funds reported $42.7B of PACCAR stock for Q1 2024, up 26% quarter-over-quarter.
  • 143 funds opened new PACCAR positions in Q1 2024 and 63 closed out, a net change of +80 holders.
  • The largest PACCAR buyer in Q1 2024 was First Trust Advisors, an estimated $154M added.
  • The largest PACCAR seller in Q1 2024 was Morgan Stanley, an estimated $701M sold.

Based on aggregated 13F filings for Q1 2024.