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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$6.44B -$20.5M -187,579 -0.3%
BlackRock
2
BlackRock
New York
$3.81B +$89.5M +817,795 +2%
State Street
3
State Street
Massachusetts
$2.42B +$45.8M +418,703 +2%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$1.75B +$368M +3,364,650 +25%
Bank of America
5
Bank of America
North Carolina
$1.3B -$135M -1,233,058 -9%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$1.28B +$39.7M +362,637 +3%
Massachusetts Financial Services
7
Massachusetts Financial Services
Massachusetts
$1.12B +$62.6M +572,231 +6%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$915M +$18.3M +167,165 +2%
Morgan Stanley
9
Morgan Stanley
New York
$788M +$108M +987,421 +15%
Northern Trust
10
Northern Trust
Illinois
$749M +$61.9M +565,967 +9%
Capital International Investors
11
Capital International Investors
California
$626M +$185K +1,689 +0%
Dimensional Fund Advisors
12
Dimensional Fund Advisors
Texas
$625M +$34.3M +313,292 +6%
Fisher Asset Management
13
Fisher Asset Management
Washington
$540M +$1.35M +12,292 +0.2%
Norges Bank
14
Norges Bank
Norway
$527M -$31.2M -285,426 -5%
Invesco
15
Invesco
Georgia
$495M -$8.8M -80,378 -2%
JP Morgan Chase
16
JP Morgan Chase
New York
$410M +$46.7M +426,311 +12%
UBS Group
17
UBS Group
Switzerland
$400M +$256M +2,337,477 +155%
Goldman Sachs
18
Goldman Sachs
New York
$377M -$120M -1,099,334 -23%
US Bancorp
19
US Bancorp
Minnesota
$377M -$96.5K -882 -0%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$365M +$6.73M +61,457 +2%
Legal & General Group
21
Legal & General Group
United Kingdom
$365M -$201K -1,837 -0.1%
First Trust Advisors
22
First Trust Advisors
Illinois
$342M +$18.7M +170,653 +5%
Principal Financial Group
23
Principal Financial Group
Iowa
$341M -$12.9M -117,922 -3%
AllianceBernstein
24
AllianceBernstein
Tennessee
$333M +$6.97M +63,648 +2%
Charles Schwab
25
Charles Schwab
California
$328M +$10.6M +96,497 +3%

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.