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524 hedge funds and large institutions have $16.1B invested in PACCAR in 2017 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 191 increasing their positions, 184 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more call options, than puts

Call options by funds: $70.5M | Put options by funds: $51.9M

10% more capital invested

Capital invested by funds: $14.6B → $16.1B (+$1.47B)

5% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 42

4% more repeat investments, than reductions

Existing positions increased: 191 | Existing positions reduced: 184

0.34% more ownership

Funds ownership: 94.59%94.93% (+0.34%)

0% more funds holding in top 10

Funds holding in top 10: 88 (0)

1% less funds holding

Funds holding: 528524 (-4)

Holders
524
Holders Change
-4
Holders Change %
-0.76%
% of All Funds
13.06%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.2%
New
44
Increased
191
Reduced
184
Closed
42
Calls
$70.5M
Puts
$51.9M
Net Calls
+$18.6M
Net Calls Change
-$53.4M
Name Holding Trade Value Shares
Change
Change in
Stake
AP
351
Advisor Partners
California
$458K +$12K +266 +3%
GC
352
Grimes & Company
Massachusetts
$452K -$51.8K -1,148 -11%
BBNB
353
Baker Boyer National Bank
Washington
$446K
KSA
354
Ken Stern & Associates
California
$440K -$7.94K -176 -2%
FMBTD
355
First Midwest Bank Trust Division
Illinois
$440K +$2.03K +45 +0.5%
RGIA
356
Rainier Group Investment Advisory
Washington
$430K
Lido Advisors
357
Lido Advisors
California
$430K +$80.7K +1,790 +25%
OIA
358
OneDigital Investment Advisors
Kansas
$423K -$145K -3,217 -27%
KLWA
359
Kelly Lawrence W & Associates
California
$423K
SCM
360
Salem Capital Management
Massachusetts
$423K
RP
361
Riverbridge Partners
Minnesota
$415K
FIM
362
Fruth Investment Management
Texas
$412K
CCIA
363
Campbell & Co Investment Adviser
Maryland
$408K -$37.8K -837 -9%
BLA
364
Balter Liquid Alternatives
Massachusetts
$408K +$381K +8,454 New
SEC
365
Seven Eight Capital
New York
$405K +$379K +8,400 New
LP
366
LMR Partners
United Kingdom
$403K -$190K -4,204 -33%
HA
367
Heartland Advisors
Wisconsin
$403K
B
368
Barings
North Carolina
$402K -$47.4K -1,050 -11%
MFS
369
Madrona Financial Services
Washington
$401K +$1.44K +32 +0.4%
PBT
370
Pictet Bank & Trust
Bahamas
$398K
GJIC
371
Gamble Jones Investment Counsel
California
$387K
CB
372
Commerce Bank
Missouri
$382K +$43.9K +974 +14%
TRCT
373
Tower Research Capital (TRC)
New York
$370K +$346K +7,676 New
BC
374
Burney Company
Virginia
$367K
GH
375
GAM Holding
Switzerland
$362K -$2.67M -59,181 -89%

PCAR Hedge Fund Activity: Q3 2017 in Review

524 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in PACCAR (PCAR) for Q3 2017, worth a combined $16.1B — up 10% from $14.6B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new PCAR positions and 42 closed out — a net gain of 2 holders — while 191 added to existing stakes and 184 trimmed.

The largest buyer was Boston Partners, opening a new position worth an estimated $146M. The largest seller was Waddell & Reed Financial, cutting an estimated $131M.

  • 524 institutional investors held PACCAR (PCAR) as of Q3 2017, down from 528 in Q2 2017.
  • Funds reported $16.1B of PACCAR stock for Q3 2017, up 10% quarter-over-quarter.
  • 44 funds opened new PACCAR positions in Q3 2017 and 42 closed out, a net change of +2 holders.
  • The largest PACCAR buyer in Q3 2017 was Boston Partners, an estimated $146M added.
  • The largest PACCAR seller in Q3 2017 was Waddell & Reed Financial, an estimated $131M sold.

Based on aggregated 13F filings for Q3 2017.