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578 hedge funds and large institutions have $13.1B invested in PACCAR in 2020 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 212 increasing their positions, 231 reducing their positions, and 109 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more call options, than puts

Call options by funds: $26.9M | Put options by funds: $18.7M

0% more funds holding in top 10

Funds holding in top 10: 1010 (0)

8% less repeat investments, than reductions

Existing positions increased: 212 | Existing positions reduced: 231

2.87% less ownership

Funds ownership: 96.14%93.27% (-2.9%)

10% less funds holding

Funds holding: 641578 (-63)

25% less capital invested

Capital invested by funds: $17.6B → $13.1B (-$4.41B)

50% less first-time investments, than exits

New positions opened: 55 | Existing positions closed: 109

Holders
578
Holders Change
-63
Holders Change %
-9.83%
% of All Funds
12.74%
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.22%
New
55
Increased
212
Reduced
231
Closed
109
Calls
$26.9M
Puts
$18.7M
Net Calls
+$8.23M
Net Calls Change
-$27.1M
Name Holding Trade Value Shares
Change
Change in
Stake
MERSOM
276
Municipal Employees' Retirement System of Michigan
Michigan
$1.23M
UA
277
Unison Advisors
District of Columbia
$1.21M +$5.55K +118 +0.4%
CT
278
Chicago Trust
Illinois
$1.19M +$105K +2,241 +8%
PWLP
279
Prio Wealth Limited Partnership
Massachusetts
$1.18M
CAPTRUST Financial Advisors
280
CAPTRUST Financial Advisors
North Carolina
$1.17M +$6.77K +144 +0.5%
WAM
281
World Asset Management
Michigan
$1.14M -$475K -10,106 -27%
AWM
282
AE Wealth Management
Kansas
$1.11M +$99.8K +2,121 +8%
NMIMC
283
Northwestern Mutual Investment Management Company
Wisconsin
$1.1M +$326K +6,930 +34%
KeyBank National Association
284
KeyBank National Association
Ohio
$1.08M -$27.8K -591 -2%
SPIA
285
Steward Partners Investment Advisory
New York
$1.07M -$27K -575 -2%
WAM
286
Weiss Asset Management
Massachusetts
$1.07M +$1.03M +21,820 +487%
Daiwa Securities Group
287
Daiwa Securities Group
Japan
$1.07M +$181K +3,842 +17%
PI
288
PineBridge Investments
New York
$1.05M -$363K -7,710 -23%
SS
289
Simplicity Solutions
Minnesota
$1.02M +$97K +2,063 +9%
HT
290
Heritage Trust
Oklahoma
$1M -$10.6K -225 -0.9%
AG
291
Algert Global
California
$965K -$103K -2,194 -8%
TCM
292
Tradewinds Capital Management
Washington
$964K -$62.4K -1,326 -5%
Thrivent Financial for Lutherans
293
Thrivent Financial for Lutherans
Minnesota
$964K
CIA
294
Cascade Investment Advisors
Oregon
$956K -$24.7K -525 -2%
WMSA
295
Weiss Multi-Strategy Advisers
New York
$926K +$1.07M +22,710 New
Janney Montgomery Scott
296
Janney Montgomery Scott
Pennsylvania
$924K -$1.51M -32,015 -59%
Creative Planning
297
Creative Planning
Kansas
$922K -$85K -1,808 -7%
MGIM
298
M&G Investment Management
United Kingdom
$921K -$166K -3,531 -13%
UH
299
Unigestion Holding
Switzerland
$918K +$1.06M +22,520 New
VI
300
Versor Investments
New York
$905K -$77.6K -1,650 -7%

PCAR Hedge Fund Activity: Q1 2020 in Review

578 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in PACCAR (PCAR) for Q1 2020, worth a combined $13.1B — down 25% from $17.6B a quarter earlier.

Sellers outnumbered buyers: 109 funds closed out of PCAR and 55 opened new positions — a net loss of 54 holders — while 231 trimmed existing stakes and 212 added.

The largest buyer was Capital World Investors, adding an estimated $195M. The largest seller was Bank of America, cutting an estimated $203M.

  • 578 institutional investors held PACCAR (PCAR) as of Q1 2020, down from 641 in Q4 2019.
  • Funds reported $13.1B of PACCAR stock for Q1 2020, down 25% quarter-over-quarter.
  • 55 funds opened new PACCAR positions in Q1 2020 and 109 closed out, a net change of -54 holders.
  • The largest PACCAR buyer in Q1 2020 was Capital World Investors, an estimated $195M added.
  • The largest PACCAR seller in Q1 2020 was Bank of America, an estimated $203M sold.

Based on aggregated 13F filings for Q1 2020.