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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
TFS
351
TrustCore Financial Services
Tennessee
$520K -$7.95K -169 -1%
LNWWM
352
Laird Norton Wetherby Wealth Management
California
$520K +$109K +2,316 +22%
DCM
353
Dupont Capital Management
Delaware
$520K +$181K +3,839 +43%
PA
354
Pinnacle Associates
New York
$518K +$21.8K +463 +4%
AssetMark Inc
355
AssetMark Inc
California
$500K +$11.4K +243 +2%
GCP
356
GSA Capital Partners
United Kingdom
$500K +$23.6K +501 +4%
Northwestern Mutual Wealth Management
357
Northwestern Mutual Wealth Management
Wisconsin
$496K +$245K +5,198 +75%
IRF
358
IBM Retirement Fund
New York
$487K +$213K +4,531 +61%
QI
359
QS Investors
New York
$486K
S
360
SimplyRich
California
$486K
OTPPB
361
Ontario Teachers' Pension Plan Board
Ontario, Canada
$480K -$905K -19,236 -62%
BOPW
362
Brandywine Oak Private Wealth
Pennsylvania
$475K -$59.8K -1,272 -10%
CEP
363
Chicago Equity Partners
Illinois
$473K -$5.03M -106,928 -90%
MML Investors Services
364
MML Investors Services
Massachusetts
$472K +$26.3K +559 +5%
OC
365
Oppenheimer & Co
New York
$467K +$51.9K +1,104 +11%
CIBC Private Wealth Group
366
CIBC Private Wealth Group
Georgia
$461K +$533K +11,325 New
AC
367
Allstate Corporation
Illinois
$456K +$100K +2,133 +24%
ClearBridge Investments
368
ClearBridge Investments
New York
$453K +$11K +234 +2%
MF
369
Magnetar Financial
Illinois
$453K +$77.2K +1,641 +17%
VI
370
Vestcor Inc
New Brunswick, Canada
$453K +$99.3K +2,112 +23%
SC
371
SRB Corp
Massachusetts
$440K +$50.2K +1,068 +11%
CCM
372
Covington Capital Management
California
$434K -$3.81K -81 -0.8%
IWP
373
Insight Wealth Partners
Texas
$428K
FANJ
374
Financial Architects (New Jersey)
New Jersey
$425K -$35.3K -750 -7%
Fidelity International
375
Fidelity International
Bermuda
$423K +$487K +10,362 +38,378%

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.