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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
CPO
301
Cerity Partners OCIO
New York
$806K +$44.4K +984 +6%
ClearBridge Investments
302
ClearBridge Investments
New York
$805K +$58.6K +1,299 +8%
BPB
303
Badgley, Phelps & Bell
Washington
$802K -$50.7K -1,125 -6%
ACS
304
Archford Capital Strategies
Illinois
$794K +$11.1K +245 +2%
CS
305
Comerica Securities
Michigan
$776K -$27.5K -609 -4%
CBU
306
CIBC Bank USA
Illinois
$774K -$8.44K -187 -1%
CI
307
Conning Inc
Connecticut
$761K -$11.5K -255 -2%
BWM
308
Biltmore Wealth Management
Arizona
$736K -$15.7K -347 -2%
EOJOAM
309
E. Ohman J:or Asset Management
Sweden
$734K +$23.7K +525 +4%
II
310
IFM Investors
Australia
$722K +$4.46K +99 +0.7%
BC
311
Bartlett & Co
Ohio
$716K
VIA
312
Virtus Investment Advisers
Connecticut
$707K -$79.9K -1,772 -11%
AAM
313
Advisors Asset Management
Colorado
$695K -$5.48M -121,419 -89%
IRF
314
IBM Retirement Fund
New York
$695K +$19.7K +436 +3%
FRM
315
Fox Run Management
Connecticut
$694K +$650K +14,400 New
LPL Financial
316
LPL Financial
California
$680K -$26.5K -588 -4%
KRSITF
317
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$672K -$22.4K -496 -3%
DWT
318
Dorsey & Whitney Trust
South Dakota
$666K -$31.3K -694 -5%
CCM
319
Cadence Capital Management
Massachusetts
$664K -$61.8K -1,371 -9%
TCM
320
Traynor Capital Management
Pennsylvania
$664K -$8.89K -197 -1%
UCFA
321
United Capital Financial Advisors
Texas
$660K -$10.4K -230 -2%
MERSOM
322
Municipal Employees' Retirement System of Michigan
Michigan
$657K -$147K -3,270 -19%
CC
323
ClearArc Capital
Ohio
$652K +$25.3K +561 +4%
FAAS
324
First Allied Advisory Services
California
$645K -$11.8K -261 -2%
LJHT
325
Laurie J. Hall Trustee
$645K

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.