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498 hedge funds and large institutions have $11.5B invested in PACCAR in 2016 Q2 according to their latest regulatory filings, with 54 funds opening new positions, 183 increasing their positions, 175 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

46% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 37

2% more funds holding

Funds holding: 489498 (+9)

5% more repeat investments, than reductions

Existing positions increased: 183 | Existing positions reduced: 175

5% less capital invested

Capital invested by funds: $12.1B → $11.5B (-$564M)

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

27% less call options, than puts

Call options by funds: $87.3M | Put options by funds: $120M

Holders
498
Holders Change
+9
Holders Change %
+1.84%
% of All Funds
13.29%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.16%
New
54
Increased
183
Reduced
175
Closed
37
Calls
$87.3M
Puts
$120M
Net Calls
-$32.7M
Net Calls Change
+$1.44M
Name Holding Trade Value Shares
Change
Change in
Stake
TMAM
326
Tokio Marine Asset Management
Japan
$540K -$49.1K -1,335 -8%
Pacer Advisors
327
Pacer Advisors
Pennsylvania
$538K -$26.9K -732 -4%
IG
328
ING Group
Netherlands
$535K +$210K +5,720 +59%
Envestnet Asset Management
329
Envestnet Asset Management
Illinois
$524K -$106K -2,891 -16%
CCM
330
CrestPoint Capital Management
Missouri
$514K -$82.7K -2,250 -13%
BC
331
Bartlett & Co
Ohio
$514K -$11K -300 -2%
Creative Planning
332
Creative Planning
Kansas
$513K +$269K +7,320 +97%
WAM
333
Wealthspire Advisors (Maryland)
Maryland
$510K -$4.23K -115 -0.8%
ClearBridge Investments
334
ClearBridge Investments
New York
$502K +$101K +2,742 +23%
OMCS
335
Old Mutual Customised Solutions
South Africa
$498K
Federated Hermes
336
Federated Hermes
Pennsylvania
$480K -$3.29M -89,436 -87%
LJHT
337
Laurie J. Hall Trustee
$472K
SEI Investments
338
SEI Investments
Pennsylvania
$469K +$141K +3,831 +39%
VWM
339
Venturi Wealth Management
Texas
$467K +$496K +13,500 New
Daiwa Securities Group
340
Daiwa Securities Group
Japan
$445K +$19.3K +525 +4%
CC
341
ClearArc Capital
Ohio
$442K -$3.09K -84 -0.7%
SO
342
STRS Ohio
Ohio
$435K +$78.9K +2,145 +21%
Nomura Holdings
343
Nomura Holdings
Japan
$433K +$458K +12,450 New
Verition Fund Management
344
Verition Fund Management
Connecticut
$428K -$303K -8,243 -40%
ZCI
345
Zevenbergen Capital Investments
Washington
$423K +$63.4K +1,725 +16%
ACS
346
Archford Capital Strategies
Illinois
$420K +$43K +1,170 +11%
Connor, Clark & Lunn Investment Management (CC&L)
347
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$420K +$447K +12,150 New
MSV
348
MN Services Vermogensbeheer
Netherlands
$417K +$7.13K +194 +1%
PA
349
Pinnacle Associates
New York
$410K -$15K -408 -3%
CB
350
Commerce Bank
Missouri
$406K -$298K -8,093 -41%

PCAR Hedge Fund Activity: Q2 2016 in Review

498 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in PACCAR (PCAR) for Q2 2016, worth a combined $11.5B — down 4.7% from $12.1B a quarter earlier.

Buyers outnumbered sellers: 54 funds opened new PCAR positions and 37 closed out — a net gain of 17 holders — while 183 added to existing stakes and 175 trimmed.

The largest buyer was Bank of America, adding an estimated $73.3M. The largest seller was JP Morgan Chase, cutting an estimated $323M.

  • 498 institutional investors held PACCAR (PCAR) as of Q2 2016, up from 489 in Q1 2016.
  • Funds reported $11.5B of PACCAR stock for Q2 2016, down 4.7% quarter-over-quarter.
  • 54 funds opened new PACCAR positions in Q2 2016 and 37 closed out, a net change of +17 holders.
  • The largest PACCAR buyer in Q2 2016 was Bank of America, an estimated $73.3M added.
  • The largest PACCAR seller in Q2 2016 was JP Morgan Chase, an estimated $323M sold.

Based on aggregated 13F filings for Q2 2016.