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529 hedge funds and large institutions have $13.9B invested in PACCAR in 2016 Q4 according to their latest regulatory filings, with 79 funds opening new positions, 163 increasing their positions, 204 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

92.82% more ownership

Funds ownership: 0%92.82% (+93%)

75% more call options, than puts

Call options by funds: $79.8M | Put options by funds: $45.7M

61% more first-time investments, than exits

New positions opened: 79 | Existing positions closed: 49

9% more capital invested

Capital invested by funds: $12.7B → $13.9B (+$1.12B)

5% more funds holding

Funds holding: 506529 (+23)

11% less funds holding in top 10

Funds holding in top 10: 98 (-1)

20% less repeat investments, than reductions

Existing positions increased: 163 | Existing positions reduced: 204

Holders
529
Holders Change
+23
Holders Change %
+4.55%
% of All Funds
13.22%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.2%
New
79
Increased
163
Reduced
204
Closed
49
Calls
$79.8M
Puts
$45.7M
Net Calls
+$34.1M
Net Calls Change
-$16M
Name Holding Trade Value Shares
Change
Change in
Stake
BPB
351
Badgley, Phelps & Bell
Washington
$516K -$81.3K -2,017 -14%
Federated Hermes
352
Federated Hermes
Pennsylvania
$510K -$290K -7,200 -38%
SCA
353
Snowden Capital Advisors
New York
$509K -$133K -3,295 -22%
PRCM
354
Pine River Capital Management
Minnesota
$509K -$293K -7,254 -38%
SM
355
Sciencast Management
New Jersey
$507K +$480K +11,891 New
PA
356
Pinnacle Associates
New York
$505K
Bank of Nova Scotia
357
Bank of Nova Scotia
Ontario, Canada
$501K +$44.8K +1,110 +10%
EOJOAM
358
E. Ohman J:or Asset Management
Sweden
$498K
QAM
359
Quantres Asset Management
Cayman Islands
$498K +$472K +11,700 New
CB
360
Commerce Bank
Missouri
$497K -$2.1K -52 -0.4%
OC
361
Oppenheimer & Co
New York
$493K +$1.85K +46 +0.4%
CWM
362
Concert Wealth Management
California
$492K -$374K -9,272 -44%
QT
363
Quantbot Technologies
New York
$487K -$640K -15,859 -58%
RCM
364
Riverhead Capital Management
Delaware
$483K -$60.5K -1,500 -12%
PI
365
Putnam Investments
Massachusetts
$478K -$31.4K -778 -6%
JFGIW
366
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$474K -$8.19K -203 -2%
RB
367
Rodgers Brothers
Pennsylvania
$473K -$24.2K -600 -5%
ECM
368
Everence Capital Management
Indiana
$473K +$71.6K +1,776 +19%
MFS
369
MSI Financial Services
Massachusetts
$471K -$4.84K -120 -1%
W
370
Wealthfront
California
$467K +$39.3K +974 +10%
FAAS
371
First Allied Advisory Services
California
$465K +$119K +2,946 +37%
Neuberger Berman Group
372
Neuberger Berman Group
New York
$463K -$38K -942 -8%
FRM
373
Fox Run Management
Connecticut
$460K -$399K -9,900 -48%
MCM
374
Mengis Capital Management
Oregon
$456K -$36.3K -900 -8%
Bessemer Group
375
Bessemer Group
New Jersey
$451K +$74.1K +1,838 +21%

PCAR Hedge Fund Activity: Q4 2016 in Review

529 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in PACCAR (PCAR) for Q4 2016, worth a combined $13.9B — up 8.8% from $12.7B a quarter earlier.

Buyers outnumbered sellers: 79 funds opened new PCAR positions and 49 closed out — a net gain of 30 holders — while 163 added to existing stakes and 204 trimmed.

The largest buyer was Bank of New York Mellon, adding an estimated $169M. The largest seller was Bank of America, cutting an estimated $122M.

  • 529 institutional investors held PACCAR (PCAR) as of Q4 2016, up from 506 in Q3 2016.
  • Funds reported $13.9B of PACCAR stock for Q4 2016, up 8.8% quarter-over-quarter.
  • 79 funds opened new PACCAR positions in Q4 2016 and 49 closed out, a net change of +30 holders.
  • The largest PACCAR buyer in Q4 2016 was Bank of New York Mellon, an estimated $169M added.
  • The largest PACCAR seller in Q4 2016 was Bank of America, an estimated $122M sold.

Based on aggregated 13F filings for Q4 2016.