We are live on ! Find out more

498 hedge funds and large institutions have $11.5B invested in PACCAR in 2016 Q2 according to their latest regulatory filings, with 54 funds opening new positions, 183 increasing their positions, 175 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

46% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 37

2% more funds holding

Funds holding: 489498 (+9)

5% more repeat investments, than reductions

Existing positions increased: 183 | Existing positions reduced: 175

5% less capital invested

Capital invested by funds: $12.1B → $11.5B (-$564M)

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

27% less call options, than puts

Call options by funds: $87.3M | Put options by funds: $120M

Holders
498
Holders Change
+9
Holders Change %
+1.84%
% of All Funds
13.29%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.16%
New
54
Increased
183
Reduced
175
Closed
37
Calls
$87.3M
Puts
$120M
Net Calls
-$32.7M
Net Calls Change
+$1.44M
Name Holding Trade Value Shares
Change
Change in
Stake
SCA
226
Sippican Capital Advisors
Massachusetts
$1.62M -$5.52K -150 -0.3%
OPCM
227
Osborne Partners Capital Management
California
$1.6M
PWLP
228
Prio Wealth Limited Partnership
Massachusetts
$1.6M -$41.4K -1,125 -2%
O
229
OppenheimerFunds
New York
$1.58M -$3.7M -100,572 -69%
TAF
230
Tredje AP-fonden
Sweden
$1.56M -$90K -2,447 -5%
KRS
231
Kentucky Retirement Systems
Kentucky
$1.55M -$137K -3,715 -8%
LI
232
Longer Investments
Arkansas
$1.52M +$42.8K +1,163 +3%
CIM
233
Calvert Investment Management
Maryland
$1.51M +$84.1K +2,288 +6%
KIA
234
KCM Investment Advisors
California
$1.5M +$29.9K +813 +2%
Robeco Institutional Asset Management
235
Robeco Institutional Asset Management
Netherlands
$1.49M +$850K +23,106 +116%
ZCM
236
Zebra Capital Management
Connecticut
$1.46M +$322K +8,761 +26%
COPPSERS
237
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.46M +$110K +2,981 +8%
SOADOR
238
State of Alaska Department of Revenue
Alaska
$1.44M
SMDAM
239
Sumitomo Mitsui DS Asset Management
Japan
$1.43M +$15.4K +418 +1%
JMPWA
240
JP Morgan Private Wealth Advisors
California
$1.43M -$16K -436 -1%
GT
241
Glenmede Trust
Pennsylvania
$1.42M +$110K +2,994 +8%
QAM
242
Quantres Asset Management
Cayman Islands
$1.42M +$1.51M +41,100 New
RJFSA
243
Raymond James Financial Services Advisors
Florida
$1.42M -$150K -4,084 -9%
Janney Montgomery Scott
244
Janney Montgomery Scott
Pennsylvania
$1.42M +$719K +19,560 +91%
PA
245
Profund Advisors
Maryland
$1.39M +$138K +3,765 +10%
SPC
246
Stewart & Patten Company
California
$1.39M
GIA
247
Gateway Investment Advisers
Ohio
$1.38M -$30.1K -819 -2%
CFB
248
Cullen/Frost Bankers
Texas
$1.37M -$1.16M -31,544 -44%
CC
249
Cognios Capital
Kansas
$1.37M +$1.45M +39,560 New
MM
250
Midas Management
New York
$1.36M

PCAR Hedge Fund Activity: Q2 2016 in Review

498 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in PACCAR (PCAR) for Q2 2016, worth a combined $11.5B — down 4.7% from $12.1B a quarter earlier.

Buyers outnumbered sellers: 54 funds opened new PCAR positions and 37 closed out — a net gain of 17 holders — while 183 added to existing stakes and 175 trimmed.

The largest buyer was Bank of America, adding an estimated $73.3M. The largest seller was JP Morgan Chase, cutting an estimated $323M.

  • 498 institutional investors held PACCAR (PCAR) as of Q2 2016, up from 489 in Q1 2016.
  • Funds reported $11.5B of PACCAR stock for Q2 2016, down 4.7% quarter-over-quarter.
  • 54 funds opened new PACCAR positions in Q2 2016 and 37 closed out, a net change of +17 holders.
  • The largest PACCAR buyer in Q2 2016 was Bank of America, an estimated $73.3M added.
  • The largest PACCAR seller in Q2 2016 was JP Morgan Chase, an estimated $323M sold.

Based on aggregated 13F filings for Q2 2016.