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1,010 hedge funds and large institutions have $42.7B invested in PACCAR in 2024 Q1 according to their latest regulatory filings, with 143 funds opening new positions, 381 increasing their positions, 356 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

127% more first-time investments, than exits

New positions opened: 143 | Existing positions closed: 63

40% more funds holding in top 10

Funds holding in top 10: 1521 (+6)

26% more capital invested

Capital invested by funds: $34B → $42.7B (+$8.73B)

15% more call options, than puts

Call options by funds: $236M | Put options by funds: $204M

7% more funds holding

Funds holding: 9401,010 (+70)

7% more repeat investments, than reductions

Existing positions increased: 381 | Existing positions reduced: 356

0.47% less ownership

Funds ownership: 66.39%65.92% (-0.47%)

Holders
1,010
Holders Change
+70
Holders Change %
+7.45%
% of All Funds
14.55%
Holding in Top 10
21
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+40%
% of All Funds
0.3%
New
143
Increased
381
Reduced
356
Closed
63
Calls
$236M
Puts
$204M
Net Calls
+$31.5M
Net Calls Change
+$29.1M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$7.64B -$52.3M -486,900 -0.8%
BlackRock
2
BlackRock
New York
$4.66B +$95.6M +890,129 +2%
State Street
3
State Street
Massachusetts
$2.71B +$26.7M +248,609 +1%
Geode Capital Management
4
Geode Capital Management
Massachusetts
$1.69B +$108M +1,009,173 +8%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$1.57B +$65.3M +607,521 +5%
Bank of America
6
Bank of America
North Carolina
$1.46B +$77.6M +722,013 +7%
Massachusetts Financial Services
7
Massachusetts Financial Services
Massachusetts
$864M -$90.5M -842,351 -11%
Morgan Stanley
8
Morgan Stanley
New York
$793M -$701M -6,522,540 -50%
Norges Bank
9
Norges Bank
Norway
$685M +$101M +938,137 +20%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$650M -$14.5M -135,393 -3%
Northern Trust
11
Northern Trust
Illinois
$634M -$20.4M -189,623 -4%
Fisher Asset Management
12
Fisher Asset Management
Washington
$621M +$11.4M +105,747 +2%
AllianceBernstein
13
AllianceBernstein
Tennessee
$572M -$46.6M -433,620 -9%
First Trust Advisors
14
First Trust Advisors
Illinois
$519M +$154M +1,436,346 +52%
Capital International Investors
15
Capital International Investors
California
$491M +$132M +1,225,468 +45%
US Bancorp
16
US Bancorp
Minnesota
$449M +$121K +1,122 +0%
Invesco
17
Invesco
Georgia
$448M -$16.3M -151,593 -4%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$439M -$22.7M -211,324 -6%
Legal & General Group
19
Legal & General Group
United Kingdom
$413M -$42.1M -391,897 -11%
Principal Financial Group
20
Principal Financial Group
Iowa
$393M -$14M -129,957 -4%
OTPPB
21
Ontario Teachers' Pension Plan Board
Ontario, Canada
$391M -$36.7M -341,243 -10%
Charles Schwab
22
Charles Schwab
California
$372M +$4M +37,189 +1%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$328M +$11.2M +103,997 +4%
AQR Capital Management
24
AQR Capital Management
Connecticut
$327M -$19.8M -184,187 -7%
TD Asset Management
25
TD Asset Management
Ontario, Canada
$319M +$54.2M +504,346 +24%

PCAR Hedge Fund Activity: Q1 2024 in Review

1,010 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in PACCAR (PCAR) for Q1 2024, worth a combined $42.7B — up 26% from $34B a quarter earlier.

Buyers outnumbered sellers: 143 funds opened new PCAR positions and 63 closed out — a net gain of 80 holders — while 381 added to existing stakes and 356 trimmed.

The largest buyer was First Trust Advisors, adding an estimated $154M. The largest seller was Morgan Stanley, cutting an estimated $701M.

  • 1,010 institutional investors held PACCAR (PCAR) as of Q1 2024, up from 940 in Q4 2023.
  • Funds reported $42.7B of PACCAR stock for Q1 2024, up 26% quarter-over-quarter.
  • 143 funds opened new PACCAR positions in Q1 2024 and 63 closed out, a net change of +80 holders.
  • The largest PACCAR buyer in Q1 2024 was First Trust Advisors, an estimated $154M added.
  • The largest PACCAR seller in Q1 2024 was Morgan Stanley, an estimated $701M sold.

Based on aggregated 13F filings for Q1 2024.