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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
FMP
1001
Financial Management Professionals
Texas
$2K -$1.21K -11 -35%
NSIM
1002
North Star Investment Management
Illinois
$1.96K
AA
1003
Ancora Advisors
Ohio
$1.9K
TIM
1004
Tortoise Investment Management
New York
$1.85K
ACM
1005
Anfield Capital Management
California
$1.85K +$1.98K +18 New
TWD
1006
True Wealth Design
Ohio
$1.65K -$551 -5 -24%
AIM
1007
Anchor Investment Management
South Carolina
$1.54K
NL
1008
NVWM LLC
Pennsylvania
$1.03K
CPG
1009
Cornerstone Planning Group
New Jersey
$828 +$992 +9 New
FNWA
1010
Financial Network Wealth Advisors
Utah
$824 +$882 +8 New
CAM
1011
ClariVest Asset Management
California
$728
DWA
1012
Delos Wealth Advisors
Texas
$721
A
1013
AlphaQuest
New York
$618 -$441 -4 -40%
CTWM
1014
Cherry Tree Wealth Management
Minnesota
$618
HWP
1015
Highline Wealth Partners
California
$618 +$661 +6 New
BCMLT
1016
Beacon Capital Management LLC (Tennessee)
Tennessee
$516 +$551 +5 New
SWA
1017
SOA Wealth Advisors
New York
$425
SS
1018
Sunbelt Securities
Texas
$409
CTB
1019
Country Trust Bank
Illinois
$309 +$331 +3 New
DWM
1020
Dogwood Wealth Management
Kansas
$4
OTPPB
1021
Ontario Teachers' Pension Plan Board
Ontario, Canada
-$391M -3,159,985 Closed
Point72 Asset Management
1022
Point72 Asset Management
Connecticut
-$115M -931,139 Closed
Holocene Advisors
1023
Holocene Advisors
New York
-$111M -894,584 Closed
SSM
1024
Sound Shore Management
Connecticut
-$67.5M -545,036 Closed
Lord, Abbett & Co
1025
Lord, Abbett & Co
New Jersey
-$22.3M -179,958 Closed

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.