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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
KJWM
326
Kiley Juergens Wealth Management
Washington
$813K -$606K -12,808 -41%
WIM
327
Waverton Investment Management
United Kingdom
$804K +$56K +1,184 +7%
AG
328
Algert Global
California
$800K
BDS
329
Banco de Sabadell
Florida
$798K -$389K -8,214 -31%
OC
330
Oppenheimer & Co
New York
$790K +$572K +12,093 +208%
LCM
331
Laurion Capital Management
New York
$787K +$844K +17,843 New
CCM
332
Cadence Capital Management
Massachusetts
$782K +$188K +3,972 +29%
BPB
333
Badgley, Phelps & Bell
Washington
$772K -$28.4K -600 -3%
EGA
334
Eagle Global Advisors
Texas
$770K
AMI
335
Amica Mutual Insurance
Rhode Island
$764K -$258K -5,448 -24%
PFM
336
Parsec Financial Management
North Carolina
$764K -$78.1K -1,650 -9%
KI
337
Koch Industries
Kansas
$754K +$401K +8,486 +98%
CIBC World Market
338
CIBC World Market
Ontario, Canada
$753K +$807K +17,061 New
Creative Planning
339
Creative Planning
Kansas
$744K -$180K -3,800 -18%
II
340
IFM Investors
Australia
$737K +$77.6K +1,640 +11%
TFS
341
TrustCore Financial Services
Tennessee
$735K +$58.8K +1,242 +8%
Envestnet Asset Management
342
Envestnet Asset Management
Illinois
$724K -$5.98M -126,396 -89%
PI
343
PineBridge Investments
New York
$720K +$42.9K +907 +6%
CAPTRUST Financial Advisors
344
CAPTRUST Financial Advisors
North Carolina
$696K
CI
345
Conning Inc
Connecticut
$692K +$1.42K +30 +0.2%
APFBOT
346
Amica Pension Fund Board of Trustees
Rhode Island
$689K -$186K -3,938 -20%
BWM
347
Biltmore Wealth Management
Arizona
$681K -$7.05K -149 -1%
RJT
348
Raymond James Trust
Florida
$665K +$306K +6,476 +75%
SCM
349
Stevens Capital Management
Pennsylvania
$663K -$9.49M -200,686 -93%
HF
350
HRT Financial
New York
$663K +$712K +15,047 New

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.