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PACCAR
PCAR

489 hedge funds and large institutions have $12.1B invested in PACCAR in 2016 Q1 according to their latest regulatory filings, with 56 funds opening new positions, 174 increasing their positions, 184 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more funds holding in top 10

Funds holding in top 10: 6 → 7 (+1)

17% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 48

1% more funds holding

Funds holding: 483 → 489 (+6)

1% more capital invested

Capital invested by funds: $11.9B → $12.1B (+$154M)

5% less repeat investments, than reductions

Existing positions increased: 174 | Existing positions reduced: 184

33% less call options, than puts

Call options by funds: $68.6M | Put options by funds: $103M

Holders
489
Holders Change
+6
Holders Change %
+1.24%
% of All Funds
13.03%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.19%
New
56
Increased
174
Reduced
184
Closed
48
Calls
$68.6M
Puts
$103M
Net Calls
-$34.2M
Net Calls Change
-$54.4M

Top Buyers

1
Royal London Asset Management
Royal London Asset Management
United Kingdom
+$229M
2
BFA
BlackRock Fund Advisors
California
+$172M
3
Bank of America
Bank of America
North Carolina
+$172M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$76.1M
5
Alyeska Investment Group
Alyeska Investment Group
Illinois
+$26.8M

Top Sellers

1
JP Morgan Chase
JP Morgan Chase
New York
-$197M
2
NIMC
NWQ Investment Management Company
California
-$52.8M
3
Citadel Advisors
Citadel Advisors
Florida
-$48.8M
4
FMI
Fiduciary Management Inc
Wisconsin
-$40.8M
5
Renaissance Technologies
Renaissance Technologies
New York
-$32.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
LI
226
Longer Investments
Arkansas
$1.56M +$1.43M +42,675 New
KIA
227
KCM Investment Advisors
California
$1.55M -$22.5K -672 -2%
JMPWA
228
JP Morgan Private Wealth Advisors
California
$1.53M -$3.46M -103,266 -71%
SOADOR
229
State of Alaska Department of Revenue
Alaska
$1.51M +$310K +9,270 +29%
CIM
230
Calvert Investment Management
Maryland
$1.51M +$120K +3,571 +9%
LTI
231
Laffer Tengler Investments
Tennessee
$1.5M +$1.38M +41,147 New
SMDAM
232
Sumitomo Mitsui DS Asset Management
Japan
$1.5M +$79.3K +2,367 +6%
GIA
233
Gateway Investment Advisers
Ohio
$1.49M -$584K -17,441 -30%
SPC
234
Stewart & Patten Company
California
$1.46M – – –
SCM
235
Shelton Capital Management
Colorado
$1.46M +$285K +8,513 +27%
MM
236
Midas Management
New York
$1.44M +$1.32M +39,450 New
COPPSERS
237
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.43M +$150K +4,471 +13%
NBC
238
Neuberger Berman Canada
Ontario, Canada
$1.42M -$125K -3,746 -9%
YP
239
Yellowstone Partners
Idaho
$1.42M +$2.78K +83 +0.2%
GT
240
Glenmede Trust
Pennsylvania
$1.39M -$4.02M -119,999 -76%
NLI
241
Nippon Life Insurance
Japan
$1.38M -$313K -9,339 -20%
TG
242
TCW Group
California
$1.34M +$7.54K +225 +0.6%
PA
243
Profund Advisors
Maryland
$1.33M -$92.9K -2,773 -7%
LSERS
244
Louisiana State Employees Retirement System
Louisiana
$1.28M -$65.3K -1,950 -5%
CIA
245
Capital Impact Advisors
Massachusetts
$1.27M +$51.2K +1,530 +5%
CS
246
Candriam SCA
Luxembourg
$1.26M +$104K +3,096 +10%
LMGAM
247
Liberty Mutual Group Asset Management
Massachusetts
$1.23M +$85.1K +2,540 +8%
ZIG
248
Zurich Insurance Group
Switzerland
$1.22M +$1.12M +33,570 New
MWP
249
MYCIO Wealth Partners
Pennsylvania
$1.22M – – –
ZCM
250
Zebra Capital Management
Connecticut
$1.22M +$424K +12,668 +61%
8 9
10
11 12

PCAR Hedge Fund Activity: Q1 2016 in Review

489 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in PACCAR (PCAR) for Q1 2016, worth a combined $12.1B — up 1.3% from $11.9B a quarter earlier.

Buyers outnumbered sellers: 56 funds opened new PCAR positions and 48 closed out — a net gain of 8 holders — while 174 added to existing stakes and 184 trimmed.

The largest buyer was Royal London Asset Management, adding an estimated $229M. The largest seller was JP Morgan Chase, cutting an estimated $197M.

  • 489 institutional investors held PACCAR (PCAR) as of Q1 2016, up from 483 in Q4 2015.
  • Funds reported $12.1B of PACCAR stock for Q1 2016, up 1.3% quarter-over-quarter.
  • 56 funds opened new PACCAR positions in Q1 2016 and 48 closed out, a net change of +8 holders.
  • The largest PACCAR buyer in Q1 2016 was Royal London Asset Management, an estimated $229M added.
  • The largest PACCAR seller in Q1 2016 was JP Morgan Chase, an estimated $197M sold.

Based on aggregated 13F filings for Q1 2016.