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618 hedge funds and large institutions have $16.1B invested in PACCAR in 2019 Q2 according to their latest regulatory filings, with 69 funds opening new positions, 236 increasing their positions, 220 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more first-time investments, than exits

New positions opened: 69 | Existing positions closed: 49

6% more capital invested

Capital invested by funds: $15.2B → $16.1B (+$868M)

2% more funds holding

Funds holding: 608618 (+10)

7% more repeat investments, than reductions

Existing positions increased: 236 | Existing positions reduced: 220

0.71% more ownership

Funds ownership: 96.7%97.41% (+0.71%)

6% less call options, than puts

Call options by funds: $35.4M | Put options by funds: $37.7M

25% less funds holding in top 10

Funds holding in top 10: 86 (-2)

Holders
618
Holders Change
+10
Holders Change %
+1.64%
% of All Funds
13.42%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.13%
New
69
Increased
236
Reduced
220
Closed
49
Calls
$35.4M
Puts
$37.7M
Net Calls
-$2.3M
Net Calls Change
-$23.5M
Name Holding Trade Value Shares
Change
Change in
Stake
CCM
301
Coldstream Capital Management
Washington
$1.31M +$12K +258 +1%
Wealthfront Advisers
302
Wealthfront Advisers
California
$1.27M +$295K +6,357 +31%
CIA
303
Cascade Investment Advisors
Oregon
$1.26M -$29.3K -630 -2%
LSERS
304
Louisiana State Employees Retirement System
Louisiana
$1.25M -$62.7K -1,350 -5%
BC
305
Brinker Capital
Pennsylvania
$1.25M -$1.1M -23,601 -48%
AWM
306
AE Wealth Management
Kansas
$1.23M +$689K +14,836 +136%
ZCM
307
Zebra Capital Management
Connecticut
$1.23M -$117K -2,513 -9%
Creative Planning
308
Creative Planning
Kansas
$1.21M +$89.3K +1,923 +8%
TCM
309
Tradewinds Capital Management
Washington
$1.2M -$6.27K -135 -0.5%
HT
310
Heritage Trust
Oklahoma
$1.18M -$53K -1,140 -4%
FC
311
Fulcrum Capital
Washington
$1.16M -$180K -3,879 -14%
KRS
312
Kentucky Retirement Systems
Kentucky
$1.16M +$67.9K +1,462 +6%
OFG
313
OmniStar Financial Group
North Carolina
$1.16M -$36.5K -786 -3%
SS
314
Simplicity Solutions
Minnesota
$1.14M +$534K +11,490 +93%
UR
315
USCA RIA
Texas
$1.13M -$15.3K -330 -1%
Thrivent Financial for Lutherans
316
Thrivent Financial for Lutherans
Minnesota
$1.12M +$9.76K +210 +0.9%
Citadel Advisors
317
Citadel Advisors
Florida
$1.12M -$7.06M -152,007 -87%
LIA
318
LS Investment Advisors
Michigan
$1.11M +$65.8K +1,416 +6%
GAM
319
Gotham Asset Management
New York
$1.11M +$843K +18,153 +360%
HAM
320
Hammer Asset Management
California
$1.04M +$1.01M +21,750 New
II
321
Inspire Investing
Idaho
$1.03M +$70.5K +1,517 +8%
GIA
322
Gateway Investment Advisers
Ohio
$1.03M -$41.1K -884 -4%
ERSOT
323
Employees Retirement System of Texas
Texas
$1M -$69.7K -1,500 -7%
Daiwa Securities Group
324
Daiwa Securities Group
Japan
$986K -$4.09M -88,050 -81%
OSIA
325
O'Shares Investment Advisers
Massachusetts
$986K +$55.7K +1,199 +6%

PCAR Hedge Fund Activity: Q2 2019 in Review

618 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in PACCAR (PCAR) for Q2 2019, worth a combined $16.1B — up 5.7% from $15.2B a quarter earlier.

Buyers outnumbered sellers: 69 funds opened new PCAR positions and 49 closed out — a net gain of 20 holders — while 236 added to existing stakes and 220 trimmed.

The largest buyer was BlackRock, adding an estimated $102M. The largest seller was Bank of America, cutting an estimated $182M.

  • 618 institutional investors held PACCAR (PCAR) as of Q2 2019, up from 608 in Q1 2019.
  • Funds reported $16.1B of PACCAR stock for Q2 2019, up 5.7% quarter-over-quarter.
  • 69 funds opened new PACCAR positions in Q2 2019 and 49 closed out, a net change of +20 holders.
  • The largest PACCAR buyer in Q2 2019 was BlackRock, an estimated $102M added.
  • The largest PACCAR seller in Q2 2019 was Bank of America, an estimated $182M sold.

Based on aggregated 13F filings for Q2 2019.