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524 hedge funds and large institutions have $16.1B invested in PACCAR in 2017 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 191 increasing their positions, 184 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more call options, than puts

Call options by funds: $70.5M | Put options by funds: $51.9M

10% more capital invested

Capital invested by funds: $14.6B → $16.1B (+$1.47B)

5% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 42

4% more repeat investments, than reductions

Existing positions increased: 191 | Existing positions reduced: 184

0.34% more ownership

Funds ownership: 94.59%94.93% (+0.34%)

0% more funds holding in top 10

Funds holding in top 10: 88 (0)

1% less funds holding

Funds holding: 528524 (-4)

Holders
524
Holders Change
-4
Holders Change %
-0.76%
% of All Funds
13.06%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.2%
New
44
Increased
191
Reduced
184
Closed
42
Calls
$70.5M
Puts
$51.9M
Net Calls
+$18.6M
Net Calls Change
-$53.4M
Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
276
Creative Planning
Kansas
$1.04M -$134K -2,981 -12%
FCBT
277
First Citizens Bank & Trust
North Carolina
$1.02M +$958K +21,248 New
Luther King Capital Management (LKCM)
278
Luther King Capital Management (LKCM)
Texas
$1.02M
Thrivent Financial for Lutherans
279
Thrivent Financial for Lutherans
Minnesota
$1.01M +$41.8K +927 +5%
Janney Montgomery Scott
280
Janney Montgomery Scott
Pennsylvania
$1.01M -$53.6K -1,188 -5%
CI
281
Cigna Investments
Connecticut
$965K -$12K -266 -1%
Pacer Advisors
282
Pacer Advisors
Pennsylvania
$958K +$109K +2,412 +14%
AIP
283
Ameritas Investment Partners
Nebraska
$952K
PFM
284
Parsec Financial Management
North Carolina
$951K +$889K +19,710 New
APFBOT
285
Amica Pension Fund Board of Trustees
Rhode Island
$944K
William Blair & Company
286
William Blair & Company
Illinois
$943K +$28.3K +628 +3%
IH
287
IFC Holdings
Florida
$928K +$417K +9,249 +92%
3C
288
361 Capital
Colorado
$919K +$859K +19,052 New
SIM
289
Sentry Investment Management
Wisconsin
$911K
Two Sigma Investments
290
Two Sigma Investments
New York
$909K -$31M -688,181 -97%
GC
291
Garde Capital
Washington
$897K +$839K +18,600 New
CIBC Private Wealth Group
292
CIBC Private Wealth Group
Georgia
$886K -$1.49K -33 -0.2%
PCM
293
Prelude Capital Management
New York
$879K -$533K -11,813 -39%
SOADOR
294
State of Alaska Department of Revenue
Alaska
$877K +$675K +14,955 +458%
LTFS
295
Ladenburg Thalmann Financial Services
Florida
$868K +$20.6K +456 +3%
DG
296
Davidson & Garrard
Virginia
$854K
PI
297
PineBridge Investments
New York
$851K +$14.8K +329 +2%
ECM
298
Evergreen Capital Management
Washington
$845K +$359K +7,961 +83%
EGA
299
Eagle Global Advisors
Texas
$842K
Los Angeles Capital Management
300
Los Angeles Capital Management
California
$811K

PCAR Hedge Fund Activity: Q3 2017 in Review

524 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in PACCAR (PCAR) for Q3 2017, worth a combined $16.1B — up 10% from $14.6B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new PCAR positions and 42 closed out — a net gain of 2 holders — while 191 added to existing stakes and 184 trimmed.

The largest buyer was Boston Partners, opening a new position worth an estimated $146M. The largest seller was Waddell & Reed Financial, cutting an estimated $131M.

  • 524 institutional investors held PACCAR (PCAR) as of Q3 2017, down from 528 in Q2 2017.
  • Funds reported $16.1B of PACCAR stock for Q3 2017, up 10% quarter-over-quarter.
  • 44 funds opened new PACCAR positions in Q3 2017 and 42 closed out, a net change of +2 holders.
  • The largest PACCAR buyer in Q3 2017 was Boston Partners, an estimated $146M added.
  • The largest PACCAR seller in Q3 2017 was Waddell & Reed Financial, an estimated $131M sold.

Based on aggregated 13F filings for Q3 2017.