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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
AC
1076
AIFG Consultants
New York
-$240K -1,934 Closed
PCIA
1077
Prime Capital Investment Advisors
Kansas
-$239K -1,933 Closed
GL
1078
Gerber LLC
Ohio
-$233K -1,882 Closed
GFP
1079
Gryphon Financial Partners
Ohio
-$232K -1,873 Closed
AFP
1080
Alpha Financial Partners
Kentucky
-$232K -1,872 Closed
PCP
1081
Proficio Capital Partners
Massachusetts
-$229K -1,851 Closed
EFSCE
1082
Enterprise Financial Services Corp (EFSC)
Missouri
-$229K -1,848 Closed
SFP
1083
Sweet Financial Partners
Minnesota
-$228K -1,844 Closed
DIM
1084
Delta Investment Management
California
-$226K -1,827 Closed
EI
1085
Ellevest Inc
New York
-$226K -1,822 Closed
RA
1086
Rational Advisors
New York
-$225K -1,819 Closed
OWM
1087
OneAscent Wealth Management
Alabama
-$225K -1,816 Closed
DS
1088
DRW Securities
Illinois
-$222K -1,794 Closed
WIM
1089
WealthPlan Investment Management
Nebraska
-$216K -1,743 Closed
CCA
1090
Childress Capital Advisors
Texas
-$214K -1,726 Closed
VCWA
1091
Vanguard Capital Wealth Advisors
Colorado
-$213K -1,717 Closed
IWM
1092
IHT Wealth Management
Illinois
-$212K -1,713 Closed
CFG
1093
Cooper Financial Group
California
-$210K -1,694 Closed
SL
1094
Sentry LLC
Tennessee
-$209K -1,687 Closed
USCWA
1095
U.S. Capital Wealth Advisors
Texas
-$209K -1,683 Closed
TF
1096
Trek Financial
Arizona
-$201K -1,623 Closed
QWP
1097
Quotient Wealth Partners
Texas
-$201K -1,621 Closed
FFWA
1098
FRG Family Wealth Advisors
Washington
-$161K -1,515 Closed
AAG
1099
Accordant Advisory Group
Maryland
-$121K -980 Closed
T
1100
TOBAM
France
-$105K -850 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.