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958 hedge funds and large institutions have $35.4B invested in PACCAR in 2024 Q3 according to their latest regulatory filings, with 68 funds opening new positions, 366 increasing their positions, 386 reducing their positions, and 121 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more call options, than puts

Call options by funds: $169M | Put options by funds: $98.9M

7% more funds holding in top 10

Funds holding in top 10: 1415 (+1)

0.69% more ownership

Funds ownership: 67.76%68.45% (+0.69%)

3% less capital invested

Capital invested by funds: $36.6B → $35.4B (-$1.17B)

5% less repeat investments, than reductions

Existing positions increased: 366 | Existing positions reduced: 386

6% less funds holding

Funds holding: 1,020958 (-62)

44% less first-time investments, than exits

New positions opened: 68 | Existing positions closed: 121

Holders
958
Holders Change
-62
Holders Change %
-6.08%
% of All Funds
13.76%
Holding in Top 10
15
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.14%
% of All Funds
0.22%
New
68
Increased
366
Reduced
386
Closed
121
Calls
$169M
Puts
$98.9M
Net Calls
+$70.5M
Net Calls Change
+$4.97M
Name Holding Trade Value Shares
Change
Change in
Stake
JF
1001
JSF Financial
California
-$726K -7,055 Closed
VA
1002
Verdad Advisers
Massachusetts
-$686K -6,663 Closed
CP
1003
Cumberland Partners
Ontario, Canada
-$669K -6,500 Closed
CG
1004
CFO4Life Group
Texas
-$631K -6,131 Closed
CWA
1005
Clarus Wealth Advisors
Arizona
-$586K -5,776 Closed
VF
1006
Virtu Financial
New York
-$578K -5,620 Closed
MC
1007
Machina Capital
France
-$567K -5,507 Closed
EFI
1008
EHP Funds Inc
Canada
-$566K -5,500 Closed
SC
1009
Scotia Capital
Ontario, Canada
-$562K -5,460 Closed
WAM
1010
Weiss Asset Management
Massachusetts
-$559K -5,430 Closed
WI
1011
WBI Investments
New Jersey
-$538K -5,222 Closed
CW
1012
CreativeOne Wealth
Kansas
-$479K -4,656 Closed
ZIC
1013
ZWJ Investment Counsel
Georgia
-$476K -4,628 Closed
GCM
1014
Gallacher Capital Management
Colorado
-$453K -4,397 Closed
SW
1015
SVB Wealth
Massachusetts
-$434K -4,221 Closed
CMBA
1016
C.M. Bidwell & Associates
Hawaii
-$417K -4,048 Closed
MWPCG
1017
Measured Wealth Private Client Group
New Hampshire
-$417K -4,048 Closed
SAG
1018
SageView Advisory Group
California
-$387K -3,760 Closed
BA
1019
Bridgewater Associates
Connecticut
-$362K -3,515 Closed
Loomis, Sayles & Company
1020
Loomis, Sayles & Company
Massachusetts
-$345K -3,352 Closed
RA
1021
RFG Advisory
Alabama
-$345K -3,347 Closed
TPW
1022
Transatlantique Private Wealth
New York
-$345K -3,347 Closed
TC
1023
TradeLink Capital
Illinois
-$340K -3,300 Closed
MFG
1024
Menard Financial Group
Texas
-$329K -3,199 Closed
Bank Julius Baer & Co
1025
Bank Julius Baer & Co
Switzerland
-$321K -2,800 Closed

PCAR Hedge Fund Activity: Q3 2024 in Review

958 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in PACCAR (PCAR) for Q3 2024, worth a combined $35.4B — down 3.2% from $36.6B a quarter earlier.

Sellers outnumbered buyers: 121 funds closed out of PCAR and 68 opened new positions — a net loss of 53 holders — while 386 trimmed existing stakes and 366 added.

The largest buyer was Wellington Management Group, adding an estimated $457M. The largest seller was Fidelity Investments, cutting an estimated $393M.

  • 958 institutional investors held PACCAR (PCAR) as of Q3 2024, down from 1,020 in Q2 2024.
  • Funds reported $35.4B of PACCAR stock for Q3 2024, down 3.2% quarter-over-quarter.
  • 68 funds opened new PACCAR positions in Q3 2024 and 121 closed out, a net change of -53 holders.
  • The largest PACCAR buyer in Q3 2024 was Wellington Management Group, an estimated $457M added.
  • The largest PACCAR seller in Q3 2024 was Fidelity Investments, an estimated $393M sold.

Based on aggregated 13F filings for Q3 2024.