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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
IWM
376
IHT Wealth Management
Illinois
$356K -$541 -12 -0.2%
Teacher Retirement System of Texas
377
Teacher Retirement System of Texas
Texas
$346K +$70.5K +1,563 +28%
FDCDDQ
378
Federation des caisses Desjardins du Quebec
Quebec, Canada
$345K -$46.7K -1,035 -13%
LOAME
379
Lombard Odier Asset Management (Europe)
United Kingdom
$343K
CAN
380
Cetera Advisor Networks
California
$331K -$103K -2,277 -25%
MYAM
381
Meiji Yasuda Asset Management
Japan
$331K
RJT
382
Raymond James Trust
Florida
$330K +$15.8K +351 +5%
PL
383
Parkwood LLC
Ohio
$325K -$1.58M -35,058 -84%
CSIC
384
Clifford Swan Investment Counsel
California
$322K
HS
385
HighVista Strategies
Massachusetts
$318K -$13.5K -300 -4%
RIM
386
Rampart Investment Management
Connecticut
$312K -$16.9K -375 -5%
YMRC
387
Yorktown Management & Research Company
Virginia
$304K
Tudor Investment Corp
388
Tudor Investment Corp
Connecticut
$296K -$418K -9,264 -60%
PIM
389
Penobscot Investment Management
Massachusetts
$292K
WT
390
Whittier Trust
California
$291K +$159K +3,519 +139%
Macquarie Group
391
Macquarie Group
Australia
$290K -$325K -7,200 -55%
FFA
392
First Foundation Advisors
California
$290K
MCM
393
Mengis Capital Management
Oregon
$289K -$20.3K -450 -7%
FIM
394
Foresters Investment Management
New York
$288K +$72.6K +1,610 +37%
Federated Hermes
395
Federated Hermes
Pennsylvania
$287K -$2.66K -59 -1%
CONA
396
Capital One National Association
New York
$282K +$2.84K +63 +1%
GXMC
397
Global X Management Company
New York
$282K +$20.1K +445 +8%
CM
398
Castleark Management
Illinois
$279K
BAM
399
Belpointe Asset Management
Nevada
$279K +$261K +5,784 New
HFM
400
Hartford Financial Management
Connecticut
$278K

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.