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958 hedge funds and large institutions have $35.4B invested in PACCAR in 2024 Q3 according to their latest regulatory filings, with 68 funds opening new positions, 366 increasing their positions, 386 reducing their positions, and 121 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more call options, than puts

Call options by funds: $169M | Put options by funds: $98.9M

7% more funds holding in top 10

Funds holding in top 10: 1415 (+1)

0.69% more ownership

Funds ownership: 67.76%68.45% (+0.69%)

3% less capital invested

Capital invested by funds: $36.6B → $35.4B (-$1.17B)

5% less repeat investments, than reductions

Existing positions increased: 366 | Existing positions reduced: 386

6% less funds holding

Funds holding: 1,020958 (-62)

44% less first-time investments, than exits

New positions opened: 68 | Existing positions closed: 121

Holders
958
Holders Change
-62
Holders Change %
-6.08%
% of All Funds
13.76%
Holding in Top 10
15
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.14%
% of All Funds
0.22%
New
68
Increased
366
Reduced
386
Closed
121
Calls
$169M
Puts
$98.9M
Net Calls
+$70.5M
Net Calls Change
+$4.97M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$6.13B +$18.1M +184,895 +0.3%
BlackRock
2
BlackRock
New York
$3.53B -$7.58M -77,510 -0.2%
State Street
3
State Street
Massachusetts
$2.19B -$13.7M -140,575 -0.6%
Bank of America
4
Bank of America
North Carolina
$1.36B +$171M +1,747,647 +15%
Wellington Management Group
5
Wellington Management Group
Massachusetts
$1.33B +$457M +4,669,172 +53%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$1.17B -$60M -613,898 -5%
Massachusetts Financial Services
7
Massachusetts Financial Services
Massachusetts
$1.01B +$322M +3,296,146 +48%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$851M -$393M -4,014,955 -32%
Northern Trust
9
Northern Trust
Illinois
$655M -$25M -255,939 -4%
Morgan Stanley
10
Morgan Stanley
New York
$650M -$6.24M -63,809 -1%
Capital International Investors
11
Capital International Investors
California
$593M +$153M +1,565,285 +35%
Dimensional Fund Advisors
12
Dimensional Fund Advisors
Texas
$562M +$27.2M +277,930 +5%
Norges Bank
13
Norges Bank
Norway
$528M -$32.2M -328,990 -6%
Fisher Asset Management
14
Fisher Asset Management
Washington
$511M +$8.73M +89,245 +2%
Invesco
15
Invesco
Georgia
$477M +$36.1M +369,416 +8%
Goldman Sachs
16
Goldman Sachs
New York
$466M +$86M +879,510 +23%
US Bancorp
17
US Bancorp
Minnesota
$358M -$99.6K -1,019 -0%
JP Morgan Chase
18
JP Morgan Chase
New York
$347M +$114M +1,164,692 +50%
Legal & General Group
19
Legal & General Group
United Kingdom
$346M +$5.68M +58,123 +2%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$340M -$7.26M -74,254 -2%
Principal Financial Group
21
Principal Financial Group
Iowa
$335M +$17.5M +178,813 +6%
AllianceBernstein
22
AllianceBernstein
Tennessee
$310M -$83.5M -853,732 -21%
First Trust Advisors
23
First Trust Advisors
Illinois
$308M -$106M -1,081,883 -26%
Charles Schwab
24
Charles Schwab
California
$301M +$4.68M +47,855 +2%
TD Asset Management
25
TD Asset Management
Ontario, Canada
$247M +$3.47M +35,537 +1%

PCAR Hedge Fund Activity: Q3 2024 in Review

958 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in PACCAR (PCAR) for Q3 2024, worth a combined $35.4B — down 3.2% from $36.6B a quarter earlier.

Sellers outnumbered buyers: 121 funds closed out of PCAR and 68 opened new positions — a net loss of 53 holders — while 386 trimmed existing stakes and 366 added.

The largest buyer was Wellington Management Group, adding an estimated $457M. The largest seller was Fidelity Investments, cutting an estimated $393M.

  • 958 institutional investors held PACCAR (PCAR) as of Q3 2024, down from 1,020 in Q2 2024.
  • Funds reported $35.4B of PACCAR stock for Q3 2024, down 3.2% quarter-over-quarter.
  • 68 funds opened new PACCAR positions in Q3 2024 and 121 closed out, a net change of -53 holders.
  • The largest PACCAR buyer in Q3 2024 was Wellington Management Group, an estimated $457M added.
  • The largest PACCAR seller in Q3 2024 was Fidelity Investments, an estimated $393M sold.

Based on aggregated 13F filings for Q3 2024.