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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
GSEP
1076
Golden State Equity Partners
California
-$98.7K -1,000 Closed
PS
1077
Planned Solutions
California
-$95.2K -965 Closed
DZ Bank
1078
DZ Bank
Germany
-$89K -902 Closed
SFCL
1079
Strengthening Families & Communities LLC
Massachusetts
-$86.8K -879 Closed
SIS
1080
Sound Income Strategies
Florida
-$59.1K -599 Closed
ATS
1081
Ashton Thomas Securities
New York
-$52.5K -532 Closed
BWP
1082
Baldwin Wealth Partners
Massachusetts
-$31.6K -320 Closed
KC
1083
Kepos Capital
New York
-$29K -297 Closed
NS
1084
NBC Securities
Alabama
-$28K -285 Closed
EC
1085
Elequin Capital
New York
-$21.2K -215 Closed
PCWA
1086
Pacific Capital Wealth Advisors
California
-$15.5K -157 Closed
CPA
1087
Capital Performance Advisors
California
-$13.2K -134 Closed
JIP
1088
Jaffetilchin Investment Partners
Florida
-$11.3K -114 Closed
GGI
1089
Godsey & Gibb Inc
Virginia
-$11K -111 Closed
DWM
1090
Darwin Wealth Management
Florida
-$9.87K -100 Closed
KPP
1091
Kings Path Partners
Texas
-$9.87K -100 Closed
O
1092
Ossiam
France
-$5.13K -52 Closed
RWM
1093
Reston Wealth Management
Virginia
-$5.03K -51 Closed
MIM
1094
Macroview Investment Management
Maryland
-$4.68K -47 Closed
RWA
1095
Redmont Wealth Advisors
Illinois
-$3.65K -37 Closed
RFG
1096
REAP Financial Group
Texas
-$2.66K -27 Closed
VAMG
1097
Voisard Asset Management Group
Michigan
-$987 -10 Closed
MFG
1098
Mendota Financial Group
Wisconsin
-$99 -1 Closed
WTFG
1099
Wood Tarver Financial Group
Idaho
+$328 +3 New

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.