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1,012 hedge funds and large institutions have $37.8B invested in PACCAR in 2024 Q4 according to their latest regulatory filings, with 158 funds opening new positions, 364 increasing their positions, 343 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed

82% more first-time investments, than exits

New positions opened: 158 | Existing positions closed: 87

7% more capital invested

Capital invested by funds: $35.4B → $37.8B (+$2.45B)

7% more funds holding in top 10

Funds holding in top 10: 1516 (+1)

6% more funds holding

Funds holding: 9581,012 (+54)

6% more repeat investments, than reductions

Existing positions increased: 364 | Existing positions reduced: 343

5% more call options, than puts

Call options by funds: $155M | Put options by funds: $147M

0.79% more ownership

Funds ownership: 68.45%69.24% (+0.79%)

Holders
1,012
Holders Change
+54
Holders Change %
+5.64%
% of All Funds
13.33%
Holding in Top 10
16
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.67%
% of All Funds
0.21%
New
158
Increased
364
Reduced
343
Closed
87
Calls
$155M
Puts
$147M
Net Calls
+$7.55M
Net Calls Change
-$62.9M
Name Holding Trade Value Shares
Change
Change in
Stake
CAWM
976
Capital A Wealth Management
Pennsylvania
$2.5K +$2.63K +24 New
HIA
977
Harbor Investment Advisory
Maryland
$2.18K
WAS
978
Winch Advisory Services
Wisconsin
$2.18K +$2.3K +21 New
HWA
979
Heritage Wealth Advisors
Virginia
$2.08K +$438 +4 +25%
NFSG
980
Newbridge Financial Services Group
Florida
$2.08K +$2.19K +20 New
FMTCOCP
981
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$2K
Kayne Anderson Rudnick Investment Management
982
Kayne Anderson Rudnick Investment Management
California
$1.98K
NSIM
983
North Star Investment Management
Illinois
$1.98K
ACM
984
Anfield Capital Management
California
$1.87K
TIM
985
Tortoise Investment Management
New York
$1.87K
CSWM
986
Cassady Schiller Wealth Management
Ohio
$1.87K +$1.97K +18 New
AIM
987
Anchor Investment Management
South Carolina
$1.56K
PWA
988
Principia Wealth Advisory
Texas
$1.56K +$1.64K +15 New
OSNBOA
989
Old Second National Bank of Aurora
Illinois
$1.46K +$1.53K +14 New
TCM
990
TD Capital Management
Tennessee
$1.36K +$1.42K +13 New
CIA
991
Cape Investment Advisory
Georgia
$1.25K +$1.31K +12 New
PWM
992
Parkworth Wealth Management
California
$1.14K +$1.2K +11 New
CAM
993
Chesapeake Asset Management
New York
$1.04K +$547 +5 +100%
PMAM
994
Picton Mahoney Asset Management
Ontario, Canada
$1K
BFPW
995
BOK Financial Private Wealth
Colorado
$964 +$985 +9 New
MAS
996
MPWM Advisory Solutions
Georgia
$936 +$985 +9 New
HWP
997
Highline Wealth Partners
California
$728 +$219 +2 +40%
WW
998
Winnow Wealth
Texas
$647 +$766 +7 New
LIS
999
Legacy Investment Solutions
Idaho
$531 +$328 +3 +150%
LWMI
1000
Legacy Wealth Management (Idaho)
Idaho
$531 +$328 +3 +150%

PCAR Hedge Fund Activity: Q4 2024 in Review

1,012 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in PACCAR (PCAR) for Q4 2024, worth a combined $37.8B — up 6.9% from $35.4B a quarter earlier.

Buyers outnumbered sellers: 158 funds opened new PCAR positions and 87 closed out — a net gain of 71 holders — while 364 added to existing stakes and 343 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $368M. The largest seller was Nordea Investment Management, cutting an estimated $163M.

  • 1,012 institutional investors held PACCAR (PCAR) as of Q4 2024, up from 958 in Q3 2024.
  • Funds reported $37.8B of PACCAR stock for Q4 2024, up 6.9% quarter-over-quarter.
  • 158 funds opened new PACCAR positions in Q4 2024 and 87 closed out, a net change of +71 holders.
  • The largest PACCAR buyer in Q4 2024 was Wellington Management Group, an estimated $368M added.
  • The largest PACCAR seller in Q4 2024 was Nordea Investment Management, an estimated $163M sold.

Based on aggregated 13F filings for Q4 2024.