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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$6.37B +$22.6M +204,740 +0.3%
BlackRock
2
BlackRock
New York
$3.69B -$191M -1,734,742 -5%
State Street
3
State Street
Massachusetts
$2.3B +$51.2M +464,654 +2%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$1.3B -$5.74M -52,078 -0.4%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$1.29B -$126M -1,140,869 -8%
Bank of America
6
Bank of America
North Carolina
$1.23B +$22.9M +208,184 +2%
Wellington Management Group
7
Wellington Management Group
Massachusetts
$902M +$724M +6,570,738 +299%
Massachusetts Financial Services
8
Massachusetts Financial Services
Massachusetts
$710M -$8M -72,594 -1%
Northern Trust
9
Northern Trust
Illinois
$709M +$196M +1,777,810 +35%
Morgan Stanley
10
Morgan Stanley
New York
$684M +$27.2M +247,117 +4%
Norges Bank
11
Norges Bank
Norway
$585M +$16.7M +151,093 +3%
Dimensional Fund Advisors
12
Dimensional Fund Advisors
Texas
$558M +$18.9M +171,317 +3%
Fisher Asset Management
13
Fisher Asset Management
Washington
$524M +$8.37M +75,891 +2%
Invesco
14
Invesco
Georgia
$460M +$93.7M +849,913 +24%
Capital International Investors
15
Capital International Investors
California
$458M +$53.4M +483,981 +12%
First Trust Advisors
16
First Trust Advisors
Illinois
$432M +$1.35M +12,286 +0.3%
AllianceBernstein
17
AllianceBernstein
Tennessee
$411M -$69.1M -627,001 -14%
Goldman Sachs
18
Goldman Sachs
New York
$396M +$178M +1,615,043 +72%
US Bancorp
19
US Bancorp
Minnesota
$373M +$144K +1,304 +0%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$362M -$3.09M -28,060 -0.8%
Legal & General Group
21
Legal & General Group
United Kingdom
$355M +$12.3M +111,657 +3%
Principal Financial Group
22
Principal Financial Group
Iowa
$331M +$5.38M +48,784 +2%
Charles Schwab
23
Charles Schwab
California
$309M +$26.6K +241 +0%
AQR Capital Management
24
AQR Capital Management
Connecticut
$272M +$585K +5,310 +0.2%
UBS AM
25
UBS AM
Illinois
$270M +$67.2M +609,380 +30%

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.