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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
CWM
976
Cedar Wealth Management
California
$5.04K -$2.42K -22 -31%
BWP
977
Baldwin Wealth Partners
Massachusetts
$5.04K +$5.4K +49 New
VNA
978
Valley National Advisers
Pennsylvania
$5K -$551 -5 -9%
AW
979
Avion Wealth
Texas
$5K +$551 +5 +11%
CA
980
Continuum Advisory
Idaho
$4.94K
MIM
981
Macroview Investment Management
Maryland
$4.87K -$7.39K -67 -59%
WWP
982
WR Wealth Planners
Missouri
$4.74K +$1.65K +15 +48%
JGIA
983
Jackson Grant Investment Advisers
Connecticut
$4.63K
VAG
984
VisionPoint Advisory Group
Texas
$4.53K +$220 +2 +5%
WB
985
Webster Bank
Connecticut
$4.32K
SC
986
SouthState Corp
Florida
$3.91K -$6.39K -58 -60%
HPC
987
HM Payson & Co
Maine
$3.81K
RWA
988
Redmont Wealth Advisors
Illinois
$3.81K
WWM
989
Wolff Wiese Magana
California
$3.6K +$551 +5 +17%
TCA
990
Trifecta Capital Advisors
Illinois
$3.5K
HEIP
991
Hudson Edge Investment Partners
New Jersey
$3.4K +$3.64K +33 New
AA
992
Addison Advisors
Vermont
$3.29K
RTL
993
Red Tortoise LLC
Georgia
$3.19K
FW
994
Fairway Wealth
Ohio
$3.09K +$3.31K +30 New
UWS
995
Unique Wealth Strategies
Illinois
$2.85K +$2.54K +23 New
OWA
996
Opal Wealth Advisors
New York
$2.78K +$2.98K +27 New
RWPA
997
Richard W. Paul & Associates
Michigan
$2.68K
HIA
998
Harbor Investment Advisory
Maryland
$2.47K -$8.27K -75 -76%
BHWM
999
Beaird Harris Wealth Management
Texas
$2.47K
Kayne Anderson Rudnick Investment Management
1000
Kayne Anderson Rudnick Investment Management
California
$2.47K +$551 +5 +26%

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.