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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
AB
276
Amalgamated Bank
New York
$1.01M +$195K +5,304 +25%
WBC
277
Westpac Banking Corp
Australia
$991K +$247K +6,717 +31%
LOAMU
278
Lombard Odier Asset Management (USA)
New York
$964K +$1.03M +27,879 New
PNC Financial Services Group
279
PNC Financial Services Group
Pennsylvania
$953K -$207K -5,624 -17%
William Blair & Company
280
William Blair & Company
Illinois
$953K -$81.3K -2,212 -7%
B
281
Barings
North Carolina
$952K +$353K +9,600 +54%
APFBOT
282
Amica Pension Fund Board of Trustees
Rhode Island
$927K
MC
283
Miles Capital
Iowa
$922K +$981K +26,666 New
TCM
284
Tradewinds Capital Management
Washington
$912K +$23.2K +630 +2%
CIA
285
Capital Impact Advisors
Massachusetts
$898K -$331K -9,000 -26%
Luther King Capital Management (LKCM)
286
Luther King Capital Management (LKCM)
Texas
$889K +$945K +25,706 New
MCM
287
Mork Capital Management
California
$856K
CCM
288
Coldstream Capital Management
Washington
$850K +$2.32K +63 +0.3%
LIA
289
LS Investment Advisors
Michigan
$833K +$7.28K +198 +0.8%
DC
290
Deere & Company
Illinois
$818K -$29.3K -798 -3%
SRSA
291
S.R. Schill & Associates
Washington
$816K +$70.5K +1,917 +9%
NBC
292
Neuberger Berman Canada
Ontario, Canada
$809K -$572K -15,564 -40%
FT
293
Fiduciary Trust
Massachusetts
$794K +$257 +7 +0%
VKH
294
Virtu KCG Holdings
New York
$792K +$333K +9,050 +65%
LTFS
295
Ladenburg Thalmann Financial Services
Florida
$767K -$82.4K -2,241 -9%
CIBC Private Wealth Group
296
CIBC Private Wealth Group
Georgia
$767K -$21.7K -590 -3%
DVM
297
Dreman Value Management
Florida
$762K -$14.6K -396 -2%
KRSITF
298
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$734K -$96.4K -2,622 -11%
CWM
299
Concert Wealth Management
California
$725K -$71.7K -1,949 -8%
Mariner
300
Mariner
Kansas
$717K +$208K +5,644 +37%

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.