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578 hedge funds and large institutions have $13.1B invested in PACCAR in 2020 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 212 increasing their positions, 231 reducing their positions, and 109 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more call options, than puts

Call options by funds: $26.9M | Put options by funds: $18.7M

0% more funds holding in top 10

Funds holding in top 10: 1010 (0)

8% less repeat investments, than reductions

Existing positions increased: 212 | Existing positions reduced: 231

2.87% less ownership

Funds ownership: 96.14%93.27% (-2.9%)

10% less funds holding

Funds holding: 641578 (-63)

25% less capital invested

Capital invested by funds: $17.6B → $13.1B (-$4.41B)

50% less first-time investments, than exits

New positions opened: 55 | Existing positions closed: 109

Holders
578
Holders Change
-63
Holders Change %
-9.83%
% of All Funds
12.74%
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.22%
New
55
Increased
212
Reduced
231
Closed
109
Calls
$26.9M
Puts
$18.7M
Net Calls
+$8.23M
Net Calls Change
-$27.1M
Name Holding Trade Value Shares
Change
Change in
Stake
BPB
326
Badgley, Phelps & Bell
Washington
$654K -$25.7K -547 -3%
SG Americas Securities
327
SG Americas Securities
New York
$653K -$3.67M -77,983 -83%
TCM
328
Twin Capital Management
Pennsylvania
$653K +$5.64K +120 +0.8%
Los Angeles Capital Management
329
Los Angeles Capital Management
California
$652K -$5.25M -111,668 -87%
KRSITF
330
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$641K +$162K +3,438 +28%
S
331
Seeyond
France
$632K -$1.79K -38 -0.8%
FC
332
Fulcrum Capital
Washington
$628K
DWT
333
Dorsey & Whitney Trust
South Dakota
$617K +$32K +681 +5%
ME
334
McIlrath & Eck
Washington
$614K -$12K -255 -2%
KA
335
Kintegral Advisory
New York
$600K +$77.5K +1,648 +13%
ZCI
336
Zevenbergen Capital Investments
Washington
$596K +$63.5K +1,350 +10%
BAM
337
Bellevue Asset Management
Washington
$593K +$3.53K +75 +0.6%
QCM
338
Quantinno Capital Management
New York
$593K +$122K +2,592 +22%
CS
339
Comerica Securities
Michigan
$592K +$44.5K +945 +7%
FT
340
Fiduciary Trust
Massachusetts
$587K
CI
341
Cigna Investments
Connecticut
$587K +$42.3K +900 +7%
Parallax Volatility Advisers
342
Parallax Volatility Advisers
California
$561K +$540K +11,486 +501%
LAM
343
L2 Asset Management
Massachusetts
$559K +$34.2K +726 +6%
CRWM
344
Castle Rock Wealth Management
California
$553K +$47 +1 +0%
ACM
345
AlphaCrest Capital Management
New York
$552K +$285K +6,054 +81%
BCWM
346
Bartlett & Co Wealth Management
Ohio
$544K -$7.06K -150 -1%
BC
347
Bartlett & Co
Ohio
$544K +$628K +13,350 New
GLAM
348
Gardner Lewis Asset Management
Pennsylvania
$527K +$609K +12,938 New
PW
349
Price Wealth
Texas
$525K +$1.27K +27 +0.2%
EWM
350
Empirical Wealth Management
Washington
$521K +$54.3K +1,155 +10%

PCAR Hedge Fund Activity: Q1 2020 in Review

578 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in PACCAR (PCAR) for Q1 2020, worth a combined $13.1B — down 25% from $17.6B a quarter earlier.

Sellers outnumbered buyers: 109 funds closed out of PCAR and 55 opened new positions — a net loss of 54 holders — while 231 trimmed existing stakes and 212 added.

The largest buyer was Capital World Investors, adding an estimated $195M. The largest seller was Bank of America, cutting an estimated $203M.

  • 578 institutional investors held PACCAR (PCAR) as of Q1 2020, down from 641 in Q4 2019.
  • Funds reported $13.1B of PACCAR stock for Q1 2020, down 25% quarter-over-quarter.
  • 55 funds opened new PACCAR positions in Q1 2020 and 109 closed out, a net change of -54 holders.
  • The largest PACCAR buyer in Q1 2020 was Capital World Investors, an estimated $195M added.
  • The largest PACCAR seller in Q1 2020 was Bank of America, an estimated $203M sold.

Based on aggregated 13F filings for Q1 2020.