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604 hedge funds and large institutions have $15.1B invested in PACCAR in 2018 Q1 according to their latest regulatory filings, with 84 funds opening new positions, 224 increasing their positions, 193 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more first-time investments, than exits

New positions opened: 84 | Existing positions closed: 72

16% more repeat investments, than reductions

Existing positions increased: 224 | Existing positions reduced: 193

1% more funds holding

Funds holding: 598604 (+6)

0.82% more ownership

Funds ownership: 96.47%97.29% (+0.82%)

2% less call options, than puts

Call options by funds: $77.6M | Put options by funds: $79.4M

6% less capital invested

Capital invested by funds: $16.1B → $15.1B (-$969M)

20% less funds holding in top 10

Funds holding in top 10: 108 (-2)

Holders
604
Holders Change
+6
Holders Change %
+1%
% of All Funds
13.84%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.18%
New
84
Increased
224
Reduced
193
Closed
72
Calls
$77.6M
Puts
$79.4M
Net Calls
-$1.76M
Net Calls Change
+$2.48M
Name Holding Trade Value Shares
Change
Change in
Stake
CRWM
376
Castle Rock Wealth Management
California
$537K
MC
377
Menta Capital
California
$536K +$575K +12,150 New
KRSITF
378
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$533K -$90.8K -1,920 -14%
OIA
379
OneDigital Investment Advisors
Kansas
$533K +$1.51K +32 +0.3%
PW
380
Price Wealth
Texas
$530K +$557K +11,766 +4,842%
FT
381
Fiduciary Trust
Massachusetts
$526K +$298K +6,300 +112%
EOJOAM
382
E. Ohman J:or Asset Management
Sweden
$519K
S
383
SimplyRich
California
$516K
IRF
384
IBM Retirement Fund
New York
$501K -$59.4K -1,256 -10%
ZCI
385
Zevenbergen Capital Investments
Washington
$500K -$5.68K -120 -1%
CCM
386
Covington Capital Management
California
$499K
W
387
Wealthfront
California
$492K -$30.3K -641 -5%
Lido Advisors
388
Lido Advisors
California
$489K +$62.9K +1,330 +14%
QI
389
QS Investors
New York
$488K
PA
390
Pinnacle Associates
New York
$483K
RB
391
Rodgers Brothers
Pennsylvania
$483K +$2.84K +60 +0.6%
AA
392
ALPS Advisors
Colorado
$472K +$506K +10,704 New
LNWWM
393
Laird Norton Wetherby Wealth Management
California
$469K +$12.4K +263 +3%
ECM
394
Everence Capital Management
Indiana
$457K
SCM
395
Salem Capital Management
Massachusetts
$457K +$74.5K +1,575 +18%
CAM
396
Columbia Asset Management
Michigan
$449K +$481K +10,175 New
DVM
397
Dreman Value Management
Florida
$446K
WG
398
Winton Group
United Kingdom
$439K -$3.24M -68,553 -87%
AP
399
Advisor Partners
California
$432K +$426 +9 +0.1%
FIM
400
Freedom Investment Management
Connecticut
$425K +$456K +9,641 New

PCAR Hedge Fund Activity: Q1 2018 in Review

604 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in PACCAR (PCAR) for Q1 2018, worth a combined $15.1B — down 6% from $16.1B a quarter earlier.

Buyers outnumbered sellers: 84 funds opened new PCAR positions and 72 closed out — a net gain of 12 holders — while 224 added to existing stakes and 193 trimmed.

The largest buyer was London Company of Virginia, opening a new position worth an estimated $202M. The largest seller was Bank of America, cutting an estimated $130M.

  • 604 institutional investors held PACCAR (PCAR) as of Q1 2018, up from 598 in Q4 2017.
  • Funds reported $15.1B of PACCAR stock for Q1 2018, down 6% quarter-over-quarter.
  • 84 funds opened new PACCAR positions in Q1 2018 and 72 closed out, a net change of +12 holders.
  • The largest PACCAR buyer in Q1 2018 was London Company of Virginia, an estimated $202M added.
  • The largest PACCAR seller in Q1 2018 was Bank of America, an estimated $130M sold.

Based on aggregated 13F filings for Q1 2018.