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604 hedge funds and large institutions have $15.1B invested in PACCAR in 2018 Q1 according to their latest regulatory filings, with 84 funds opening new positions, 224 increasing their positions, 193 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more first-time investments, than exits

New positions opened: 84 | Existing positions closed: 72

16% more repeat investments, than reductions

Existing positions increased: 224 | Existing positions reduced: 193

1% more funds holding

Funds holding: 598604 (+6)

0.82% more ownership

Funds ownership: 96.47%97.29% (+0.82%)

2% less call options, than puts

Call options by funds: $77.6M | Put options by funds: $79.4M

6% less capital invested

Capital invested by funds: $16.1B → $15.1B (-$969M)

20% less funds holding in top 10

Funds holding in top 10: 108 (-2)

Holders
604
Holders Change
+6
Holders Change %
+1%
% of All Funds
13.84%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.18%
New
84
Increased
224
Reduced
193
Closed
72
Calls
$77.6M
Puts
$79.4M
Net Calls
-$1.76M
Net Calls Change
+$2.48M
Name Holding Trade Value Shares
Change
Change in
Stake
FHAM
251
Folger Hill Asset Management
New York
$2.02M +$2.16M +45,750 New
PA
252
Profund Advisors
Maryland
$2M +$21.3K +451 +1%
SG Americas Securities
253
SG Americas Securities
New York
$2M +$842K +17,791 +65%
LTFS
254
Ladenburg Thalmann Financial Services
Florida
$1.99M +$244K +5,153 +13%
SCM
255
Shelton Capital Management
Colorado
$1.96M
RIM
256
Rampart Investment Management
Connecticut
$1.92M +$1.75M +36,984 +574%
ZIM
257
Zacks Investment Management
Illinois
$1.89M +$94.7K +2,002 +5%
PWLP
258
Prio Wealth Limited Partnership
Massachusetts
$1.88M -$143K -3,015 -7%
SDIC
259
South Dakota Investment Council
South Dakota
$1.87M +$234K +4,950 +13%
BF
260
BOK Financial
Oklahoma
$1.81M -$178K -3,770 -8%
JIR
261
James Investment Research
Ohio
$1.79M +$1.92M +40,680 New
CGH
262
Crossmark Global Holdings
Texas
$1.77M -$97.9K -2,070 -5%
SPC
263
Stewart & Patten Company
California
$1.77M
DAS
264
Dynamic Advisor Solutions
Arizona
$1.72M +$1.84M +38,945 New
RIM
265
Redpoint Investment Management
Australia
$1.65M
SAM
266
Shell Asset Management
Netherlands
$1.6M
Rafferty Asset Management
267
Rafferty Asset Management
New York
$1.58M +$188K +3,976 +12%
SCA
268
Sippican Capital Advisors
Massachusetts
$1.58M -$38.8K -821 -2%
STA
269
Summit Trail Advisors
New York
$1.54M +$366K +7,733 +18%
Neuberger Berman Group
270
Neuberger Berman Group
New York
$1.53M -$208K -4,394 -11%
PNC Financial Services Group
271
PNC Financial Services Group
Pennsylvania
$1.52M -$14.2K -300 -0.9%
Pacer Advisors
272
Pacer Advisors
Pennsylvania
$1.5M +$323K +6,837 +25%
WBC
273
Westpac Banking Corp
Australia
$1.5M
OMCS
274
Old Mutual Customised Solutions
South Africa
$1.49M
JG
275
Jefferies Group
New York
$1.48M -$1.91M -40,441 -55%

PCAR Hedge Fund Activity: Q1 2018 in Review

604 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in PACCAR (PCAR) for Q1 2018, worth a combined $15.1B — down 6% from $16.1B a quarter earlier.

Buyers outnumbered sellers: 84 funds opened new PCAR positions and 72 closed out — a net gain of 12 holders — while 224 added to existing stakes and 193 trimmed.

The largest buyer was London Company of Virginia, opening a new position worth an estimated $202M. The largest seller was Bank of America, cutting an estimated $130M.

  • 604 institutional investors held PACCAR (PCAR) as of Q1 2018, up from 598 in Q4 2017.
  • Funds reported $15.1B of PACCAR stock for Q1 2018, down 6% quarter-over-quarter.
  • 84 funds opened new PACCAR positions in Q1 2018 and 72 closed out, a net change of +12 holders.
  • The largest PACCAR buyer in Q1 2018 was London Company of Virginia, an estimated $202M added.
  • The largest PACCAR seller in Q1 2018 was Bank of America, an estimated $130M sold.

Based on aggregated 13F filings for Q1 2018.