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604 hedge funds and large institutions have $15.1B invested in PACCAR in 2018 Q1 according to their latest regulatory filings, with 84 funds opening new positions, 224 increasing their positions, 193 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more first-time investments, than exits

New positions opened: 84 | Existing positions closed: 72

16% more repeat investments, than reductions

Existing positions increased: 224 | Existing positions reduced: 193

1% more funds holding

Funds holding: 598604 (+6)

0.82% more ownership

Funds ownership: 96.47%97.29% (+0.82%)

2% less call options, than puts

Call options by funds: $77.6M | Put options by funds: $79.4M

6% less capital invested

Capital invested by funds: $16.1B → $15.1B (-$969M)

20% less funds holding in top 10

Funds holding in top 10: 108 (-2)

Holders
604
Holders Change
+6
Holders Change %
+1%
% of All Funds
13.84%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.18%
New
84
Increased
224
Reduced
193
Closed
72
Calls
$77.6M
Puts
$79.4M
Net Calls
-$1.76M
Net Calls Change
+$2.48M
Name Holding Trade Value Shares
Change
Change in
Stake
MC
301
Miles Capital
Iowa
$1.07M -$7.38K -156 -0.6%
SPIA
302
Steward Partners Investment Advisory
New York
$1.07M +$4.21K +89 +0.4%
LA
303
LVW Advisors
New York
$1.03M +$1.1M +23,321 New
Simplex Trading
304
Simplex Trading
Illinois
$983K +$1.05M +22,302 New
Thrivent Financial for Lutherans
305
Thrivent Financial for Lutherans
Minnesota
$971K +$30.1K +636 +3%
KIA
306
KCM Investment Advisors
California
$956K -$117K -2,465 -10%
QAM
307
Quantres Asset Management
Cayman Islands
$953K +$1.02M +21,600 New
FI
308
FormulaFolio Investments
Michigan
$952K -$14.6K -309 -1%
AG
309
Advisor Group
Arizona
$943K +$278K +5,870 +38%
Luther King Capital Management (LKCM)
310
Luther King Capital Management (LKCM)
Texas
$937K
CCM
311
Coldstream Capital Management
Washington
$935K -$19.1K -403 -2%
LIA
312
LS Investment Advisors
Michigan
$931K -$11.5K -244 -1%
LMGAM
313
Liberty Mutual Group Asset Management
Massachusetts
$927K
ClearBridge Investments
314
ClearBridge Investments
New York
$911K +$152K +3,204 +18%
AIP
315
Ameritas Investment Partners
Nebraska
$898K -$34.3K -726 -3%
TSS
316
Two Sigma Securities
New York
$897K +$736K +15,561 +326%
CS
317
Comerica Securities
Michigan
$850K +$111K +2,352 +14%
Janney Montgomery Scott
318
Janney Montgomery Scott
Pennsylvania
$850K +$231K +4,874 +34%
William Blair & Company
319
William Blair & Company
Illinois
$848K -$15.8K -334 -2%
KeyBank National Association
320
KeyBank National Association
Ohio
$830K -$175K -3,693 -16%
CI
321
Cigna Investments
Connecticut
$829K -$14.2K -300 -2%
GC
322
Garde Capital
Washington
$829K -$8.85K -187 -1%
IG
323
ING Group
Netherlands
$821K +$91.7K +1,938 +12%
KWA
324
KCS Wealth Advisory
California
$821K +$175K +3,690 +25%
CFB
325
Cullen/Frost Bankers
Texas
$816K -$1.84K -39 -0.2%

PCAR Hedge Fund Activity: Q1 2018 in Review

604 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in PACCAR (PCAR) for Q1 2018, worth a combined $15.1B — down 6% from $16.1B a quarter earlier.

Buyers outnumbered sellers: 84 funds opened new PCAR positions and 72 closed out — a net gain of 12 holders — while 224 added to existing stakes and 193 trimmed.

The largest buyer was London Company of Virginia, opening a new position worth an estimated $202M. The largest seller was Bank of America, cutting an estimated $130M.

  • 604 institutional investors held PACCAR (PCAR) as of Q1 2018, up from 598 in Q4 2017.
  • Funds reported $15.1B of PACCAR stock for Q1 2018, down 6% quarter-over-quarter.
  • 84 funds opened new PACCAR positions in Q1 2018 and 72 closed out, a net change of +12 holders.
  • The largest PACCAR buyer in Q1 2018 was London Company of Virginia, an estimated $202M added.
  • The largest PACCAR seller in Q1 2018 was Bank of America, an estimated $130M sold.

Based on aggregated 13F filings for Q1 2018.