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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
BL
1051
Balentine LLC
Georgia
-$881K -7,107 Closed
SC
1052
SRB Corp
Massachusetts
-$793K -6,400 Closed
MWM
1053
Mission Wealth Management
California
-$713K -5,758 Closed
DWA
1054
Delap Wealth Advisory
Oregon
-$679K -5,481 Closed
SWM
1055
Soundmark Wealth Management
Washington
-$659K -5,320 Closed
DCM
1056
Driehaus Capital Management
Illinois
-$626K -5,052 Closed
ClearBridge Investments
1057
ClearBridge Investments
New York
-$559K -4,515 Closed
Nomura Holdings
1058
Nomura Holdings
Japan
-$495K -4,488 Closed
QC
1059
Quadrature Capital
United Kingdom
-$534K -4,308 Closed
SWP
1060
Significant Wealth Partners
Illinois
-$476K -3,841 Closed
BAM
1061
Belpointe Asset Management
Nevada
-$448K -3,615 Closed
AI
1062
AXS Investments
New York
-$434K -3,500 Closed
CIP
1063
Convergence Investment Partners
Florida
-$410K -3,313 Closed
EAM
1064
Evanson Asset Management
California
-$400K -3,227 Closed
MWM
1065
Meridian Wealth Management
Kentucky
-$388K -3,131 Closed
VF
1066
VitalStone Financial
Texas
-$351K -2,836 Closed
MOS
1067
MGO One Seven
Ohio
-$325K -2,623 Closed
WC
1068
Waterloo Capital
Texas
-$315K -2,546 Closed
MMA
1069
Miracle Mile Advisors
California
-$307K -2,480 Closed
BC
1070
Bridgefront Capital
Texas
-$289K -2,334 Closed
MFS
1071
Mirabella Financial Services
United Kingdom
-$283K -2,274 Closed
OFS
1072
OneAscent Financial Services
Alabama
-$276K -2,228 Closed
FF
1073
Fluent Financial
Texas
-$270K -2,183 Closed
KP
1074
Keel Point
Alabama
-$260K -2,102 Closed
FTIS
1075
First Trust Investment Solutions
Florida
-$244K -1,973 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.