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529 hedge funds and large institutions have $13.9B invested in PACCAR in 2016 Q4 according to their latest regulatory filings, with 79 funds opening new positions, 163 increasing their positions, 204 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

92.82% more ownership

Funds ownership: 0%92.82% (+93%)

75% more call options, than puts

Call options by funds: $79.8M | Put options by funds: $45.7M

61% more first-time investments, than exits

New positions opened: 79 | Existing positions closed: 49

9% more capital invested

Capital invested by funds: $12.7B → $13.9B (+$1.12B)

5% more funds holding

Funds holding: 506529 (+23)

11% less funds holding in top 10

Funds holding in top 10: 98 (-1)

20% less repeat investments, than reductions

Existing positions increased: 163 | Existing positions reduced: 204

Holders
529
Holders Change
+23
Holders Change %
+4.55%
% of All Funds
13.22%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.2%
New
79
Increased
163
Reduced
204
Closed
49
Calls
$79.8M
Puts
$45.7M
Net Calls
+$34.1M
Net Calls Change
-$16M
Name Holding Trade Value Shares
Change
Change in
Stake
O
226
OppenheimerFunds
New York
$1.9M -$91.5K -2,270 -5%
PA
227
Profund Advisors
Maryland
$1.88M +$76.5K +1,896 +5%
CIM
228
Calvert Investment Management
Maryland
$1.85M -$153K -3,800 -8%
LI
229
Longer Investments
Arkansas
$1.84M +$1.74M +43,088 New
BF
230
BOK Financial
Oklahoma
$1.81M
SOADOR
231
State of Alaska Department of Revenue
Alaska
$1.81M +$22.4K +555 +1%
SCA
232
Sippican Capital Advisors
Massachusetts
$1.77M -$152K -3,773 -8%
NB
233
Norinchukin Bank
Japan
$1.72M -$405K -10,051 -20%
BNP Paribas Financial Markets
234
BNP Paribas Financial Markets
France
$1.71M -$8.12M -201,381 -83%
SPC
235
Stewart & Patten Company
California
$1.71M
MM
236
Midas Management
New York
$1.68M
RJFSA
237
Raymond James Financial Services Advisors
Florida
$1.68M -$120K -2,979 -7%
GIA
238
Gateway Investment Advisers
Ohio
$1.67M -$726 -18 -0%
PP
239
Paloma Partners
Connecticut
$1.67M +$882K +21,878 +126%
SMDAM
240
Sumitomo Mitsui DS Asset Management
Japan
$1.67M -$89.8K -2,226 -5%
AG
241
Advisor Group
Arizona
$1.66M +$1.4M +34,660 +818%
TG
242
TCW Group
California
$1.65M -$3.02K -75 -0.2%
CG
243
Clinton Group
New York
$1.63M +$1.54M +38,205 New
KRS
244
Kentucky Retirement Systems
Kentucky
$1.63M -$81.8K -2,029 -5%
NLI
245
Nippon Life Insurance
Japan
$1.61M +$35.1K +870 +2%
TRCT
246
Tower Research Capital (TRC)
New York
$1.57M +$1.46M +36,126 +5,024%
SCM
247
Shelton Capital Management
Colorado
$1.56M
LMGAM
248
Liberty Mutual Group Asset Management
Massachusetts
$1.56M +$63.9K +1,584 +5%
NIPH
249
NN Investment Partners Holdings
Netherlands
$1.55M +$1.33M +33,099 +993%
JMPWA
250
JP Morgan Private Wealth Advisors
California
$1.55M -$165K -4,095 -10%

PCAR Hedge Fund Activity: Q4 2016 in Review

529 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in PACCAR (PCAR) for Q4 2016, worth a combined $13.9B — up 8.8% from $12.7B a quarter earlier.

Buyers outnumbered sellers: 79 funds opened new PCAR positions and 49 closed out — a net gain of 30 holders — while 163 added to existing stakes and 204 trimmed.

The largest buyer was Bank of New York Mellon, adding an estimated $169M. The largest seller was Bank of America, cutting an estimated $122M.

  • 529 institutional investors held PACCAR (PCAR) as of Q4 2016, up from 506 in Q3 2016.
  • Funds reported $13.9B of PACCAR stock for Q4 2016, up 8.8% quarter-over-quarter.
  • 79 funds opened new PACCAR positions in Q4 2016 and 49 closed out, a net change of +30 holders.
  • The largest PACCAR buyer in Q4 2016 was Bank of New York Mellon, an estimated $169M added.
  • The largest PACCAR seller in Q4 2016 was Bank of America, an estimated $122M sold.

Based on aggregated 13F filings for Q4 2016.