We are live on ! Find out more
PCAR icon

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
LPL Financial
276
LPL Financial
California
$1.45M +$78.3K +1,799 +6%
SIM
277
Sentry Investment Management
Wisconsin
$1.43M +$385K +8,858 +39%
RIM
278
Rampart Investment Management
Connecticut
$1.42M +$1.14M +26,223 +521%
PAM
279
Panagora Asset Management
Massachusetts
$1.39M -$77.7K -1,786 -6%
JG
280
Jefferies Group
New York
$1.38M +$1.32M +30,440 New
COPPSERS
281
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.38M +$78.8K +1,810 +6%
AIL
282
AGF Investments LLC
Ontario, Canada
$1.37M -$413K -9,488 -24%
KWA
283
KCS Wealth Advisory
California
$1.35M +$90.8K +2,086 +8%
PWLP
284
Prio Wealth Limited Partnership
Massachusetts
$1.35M -$346K -7,942 -21%
MME
285
Meag Munich Ergo
Germany
$1.3M -$12M -276,884 -91%
KJWM
286
Kiley Juergens Wealth Management
Washington
$1.3M +$21.4K +493 +2%
SPIA
287
Steward Partners Investment Advisory
New York
$1.3M +$41.6K +956 +3%
SCM
288
Salem Capital Management
Massachusetts
$1.29M +$483K +11,100 +64%
MC
289
Menta Capital
California
$1.29M -$32.6K -750 -3%
UA
290
Unison Advisors
District of Columbia
$1.28M +$5.83K +134 +0.5%
ZCM
291
Zebra Capital Management
Connecticut
$1.28M -$130K -2,983 -10%
FC
292
Fulcrum Capital
Washington
$1.28M -$172K -3,951 -12%
OAM
293
Oppenheimer Asset Management
New York
$1.26M +$223K +5,133 +23%
Lido Advisors
294
Lido Advisors
California
$1.25M +$389K +8,937 +48%
LSERS
295
Louisiana State Employees Retirement System
Louisiana
$1.25M – – –
CIA
296
Cascade Investment Advisors
Oregon
$1.23M -$1.61K -37 -0.1%
CCM
297
Coldstream Capital Management
Washington
$1.23M +$9.31K +214 +0.8%
OI
298
Oakbrook Investments
Illinois
$1.19M -$1.02M -23,415 -47%
HT
299
Heritage Trust
Oklahoma
$1.17M +$1.12M +25,850 New
TCM
300
Tradewinds Capital Management
Washington
$1.14M -$23.4K -537 -2%
10 11
12
13 14

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.