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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
GCA
376
Gideon Capital Advisors
New York
$450K -$1.09M -26,908 -72%
LNWWM
377
Laird Norton Wetherby Wealth Management
California
$438K +$3.63K +90 +0.9%
TMAM
378
Tokio Marine Asset Management
Japan
$437K -$188K -4,661 -31%
ECM
379
Evergreen Capital Management
Washington
$423K +$72.6K +1,800 +22%
MCIM
380
Meadow Creek Investment Management
Georgia
$423K +$401K +9,933 New
ZCI
381
Zevenbergen Capital Investments
Washington
$422K -$147K -3,638 -27%
Victory Capital Management
382
Victory Capital Management
Texas
$421K -$6.13K -152 -2%
LPL Financial
383
LPL Financial
California
$420K -$1.9K -47 -0.5%
Cambridge Investment Research Advisors
384
Cambridge Investment Research Advisors
Iowa
$416K -$247K -6,128 -39%
WAM
385
Wealthspire Advisors (Maryland)
Maryland
$406K -$191K -4,734 -33%
DILIC
386
Dai-ichi Life Insurance Company
Japan
$400K +$378K +9,380 New
BBNB
387
Baker Boyer National Bank
Washington
$394K
KSA
388
Ken Stern & Associates
California
$392K -$3.06K -76 -0.8%
BC
389
Burney Company
Virginia
$392K
AP
390
Advisor Partners
California
$391K +$10.4K +259 +3%
LOAME
391
Lombard Odier Asset Management (Europe)
United Kingdom
$388K
GCP
392
GSA Capital Partners
United Kingdom
$381K +$123K +3,048 +52%
GBBWRPM
393
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$378K
FCH
394
Freestone Capital Holdings
Washington
$374K -$316K -7,848 -47%
KLWA
395
Kelly Lawrence W & Associates
California
$374K
RGIA
396
Rainier Group Investment Advisory
Washington
$370K +$350K +8,685 New
HAG
397
HighPoint Advisor Group
Illinois
$368K -$69.4K -1,721 -18%
CM
398
Castleark Management
Illinois
$367K
RP
399
Riverbridge Partners
Minnesota
$367K
FIM
400
Fruth Investment Management
Texas
$364K

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.