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PACCAR
PCAR

608 hedge funds and large institutions have $15.2B invested in PACCAR in 2019 Q1 according to their latest regulatory filings, with 102 funds opening new positions, 222 increasing their positions, 198 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

158% more call options, than puts

Call options by funds: $34.6M | Put options by funds: $13.4M

57% more first-time investments, than exits

New positions opened: 102 | Existing positions closed: 65

23% more capital invested

Capital invested by funds: $12.3B → $15.2B (+$2.87B)

12% more repeat investments, than reductions

Existing positions increased: 222 | Existing positions reduced: 198

6% more funds holding

Funds holding: 576 → 608 (+32)

3.63% more ownership

Funds ownership: 93.07% → 96.7% (+3.6%)

0% more funds holding in top 10

Funds holding in top 10: 8 → 8 (0)

Holders
608
Holders Change
+32
Holders Change %
+5.56%
% of All Funds
13.16%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.17%
New
102
Increased
222
Reduced
198
Closed
65
Calls
$34.6M
Puts
$13.4M
Net Calls
+$21.2M
Net Calls Change
+$1.86M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$253M
2
Bank of America
Bank of America
North Carolina
+$82.3M
3
Deutsche Bank
Deutsche Bank
Germany
+$54.3M
4
GLA
Great Lakes Advisors
Illinois
+$44.9M
5
AL
AJO LP
Pennsylvania
+$40.4M

Top Sellers

1
Norges Bank
Norges Bank
Norway
-$148M
2
Boston Partners
Boston Partners
Massachusetts
-$129M
3
Morgan Stanley
Morgan Stanley
New York
-$46.3M
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$39.1M
5
JP Morgan Chase
JP Morgan Chase
New York
-$32.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
SMDAM
226
Sumitomo Mitsui DS Asset Management
Japan
$2.88M +$108K +2,487 +4%
BEAM
227
Baker Ellis Asset Management
Washington
$2.72M -$75.1K -1,725 -3%
CWM
228
Cordatus Wealth Management
Pennsylvania
$2.72M +$2.6M +59,853 New
HAI
229
Hennessy Advisors Inc
California
$2.64M -$71.8K -1,650 -3%
AG
230
Advisor Group
Arizona
$2.63M -$28.3K -651 -1%
LTFS
231
Ladenburg Thalmann Financial Services
Florida
$2.62M +$256K +5,886 +11%
SCM
232
Snow Capital Management
Pennsylvania
$2.61M +$90.7K +2,085 +4%
WA
233
WESPAC Advisors
California
$2.6M +$2.49M +57,318 New
SB
234
Suntrust Banks
Georgia
$2.6M +$214K +4,914 +9%
Commonwealth Equity Services
235
Commonwealth Equity Services
Massachusetts
$2.5M -$71.9K -1,653 -3%
PNC Financial Services Group
236
PNC Financial Services Group
Pennsylvania
$2.47M +$1.3M +29,927 +122%
SAM
237
Securian Asset Management
Minnesota
$2.42M +$10.7K +245 +0.5%
SM
238
Sciencast Management
New Jersey
$2.41M +$2.3M +52,800 New
VIA
239
Vident Investment Advisory
Georgia
$2.4M +$2.29M +52,742 New
BNP Paribas Asset Management
240
BNP Paribas Asset Management
France
$2.35M +$65.1K +1,497 +3%
BC
241
Brinker Capital
Pennsylvania
$2.26M +$660K +15,162 +44%
ZIM
242
Zacks Investment Management
Illinois
$2.25M +$347K +7,981 +19%
SDIC
243
South Dakota Investment Council
South Dakota
$2.17M – – –
DILIC
244
Dai-ichi Life Insurance Company
Japan
$2.16M +$51K +1,173 +3%
NL
245
NWAM LLC
Washington
$2.14M +$40.3K +926 +2%
OPCM
246
Osborne Partners Capital Management
California
$2.1M – – –
AIM
247
Assured Investment Management
New York
$2.1M -$2.32M -53,253 -54%
Rafferty Asset Management
248
Rafferty Asset Management
New York
$2.1M +$222K +5,112 +12%
CI
249
CX Institutional
Indiana
$2.09M +$2M +45,977 New
OC
250
Oppenheimer & Co
New York
$2.07M -$11K -252 -0.6%
8 9
10
11 12

PCAR Hedge Fund Activity: Q1 2019 in Review

608 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in PACCAR (PCAR) for Q1 2019, worth a combined $15.2B — up 23% from $12.3B a quarter earlier.

Buyers outnumbered sellers: 102 funds opened new PCAR positions and 65 closed out — a net gain of 37 holders — while 222 added to existing stakes and 198 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $253M. The largest seller was Norges Bank, cutting an estimated $148M.

  • 608 institutional investors held PACCAR (PCAR) as of Q1 2019, up from 576 in Q4 2018.
  • Funds reported $15.2B of PACCAR stock for Q1 2019, up 23% quarter-over-quarter.
  • 102 funds opened new PACCAR positions in Q1 2019 and 65 closed out, a net change of +37 holders.
  • The largest PACCAR buyer in Q1 2019 was T. Rowe Price Associates, an estimated $253M added.
  • The largest PACCAR seller in Q1 2019 was Norges Bank, an estimated $148M sold.

Based on aggregated 13F filings for Q1 2019.