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PACCAR

498 hedge funds and large institutions have $11.5B invested in PACCAR in 2016 Q2 according to their latest regulatory filings, with 54 funds opening new positions, 183 increasing their positions, 175 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

46% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 37

2% more funds holding

Funds holding: 489498 (+9)

5% more repeat investments, than reductions

Existing positions increased: 183 | Existing positions reduced: 175

5% less capital invested

Capital invested by funds: $12.1B → $11.5B (-$564M)

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

27% less call options, than puts

Call options by funds: $87.3M | Put options by funds: $120M

Holders
498
Holders Change
+9
Holders Change %
+1.84%
% of All Funds
13.29%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.16%
New
54
Increased
183
Reduced
175
Closed
37
Calls
$87.3M
Puts
$120M
Net Calls
-$32.7M
Net Calls Change
+$1.44M
Name Holding Trade Value Shares
Change
Change in
Stake
HEIP
401
Hudson Edge Investment Partners
New Jersey
$227K -$5.06M -137,647 -95%
WB
402
WesBanco Bank
West Virginia
$225K -$79.4K -2,160 -25%
AG
403
Advisor Group
Arizona
$222K +$239K +6,492 New
ICAS
404
Investors Capital Advisory Services
Massachusetts
$213K -$12.7K -345 -5%
BCM
405
Birmingham Capital Management
Alabama
$209K
WMC
406
Westwood Management Corporation
Illinois
$207K -$16.6K -450 -7%
FFA
407
First Foundation Advisors
California
$207K
HFM
408
Hartford Financial Management
Connecticut
$199K -$11K -300 -5%
FMLI
409
Fukoku Mutual Life Insurance
Japan
$166K
CCA
410
Checchi Capital Advisers
California
$158K -$31.7K -861 -16%
MIC
411
MU Investments Company
Japan
$155K -$96.5K -2,625 -36%
MA
412
MUFG Americas
New York
$152K -$22.1K -600 -12%
NIPH
413
NN Investment Partners Holdings
Netherlands
$141K +$38.6K +1,050 +35%
Walleye Trading
414
Walleye Trading
New York
$141K +$150K +4,088 New
ARMT
415
Amica Retiree Medical Trust
Rhode Island
$140K
VFA
416
Virtus Fund Advisers
Connecticut
$139K
WT
417
Whittier Trust
California
$138K
Fuller & Thaler Asset Management
418
Fuller & Thaler Asset Management
California
$135K
AssetMark Inc
419
AssetMark Inc
California
$128K +$136K +3,695 New
PAIA
420
Park Avenue Institutional Advisers
New York
$115K -$625 -17 -0.5%
PMFA
421
Plante Moran Financial Advisors
Michigan
$114K +$14.5K +393 +14%
RCM
422
Riverhead Capital Management
Delaware
$107K -$6.92M -188,247 -97%
SWA
423
Sutton Wealth Advisors
Florida
$105K
FIB
424
First Interstate Bank
Montana
$105K
EWM
425
Endurance Wealth Management
Rhode Island
$104K

PCAR Hedge Fund Activity: Q2 2016 in Review

498 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in PACCAR (PCAR) for Q2 2016, worth a combined $11.5B — down 4.7% from $12.1B a quarter earlier.

Buyers outnumbered sellers: 54 funds opened new PCAR positions and 37 closed out — a net gain of 17 holders — while 183 added to existing stakes and 175 trimmed.

The largest buyer was Bank of America, adding an estimated $73.3M. The largest seller was JP Morgan Chase, cutting an estimated $323M.

  • 498 institutional investors held PACCAR (PCAR) as of Q2 2016, up from 489 in Q1 2016.
  • Funds reported $11.5B of PACCAR stock for Q2 2016, down 4.7% quarter-over-quarter.
  • 54 funds opened new PACCAR positions in Q2 2016 and 37 closed out, a net change of +17 holders.
  • The largest PACCAR buyer in Q2 2016 was Bank of America, an estimated $73.3M added.
  • The largest PACCAR seller in Q2 2016 was JP Morgan Chase, an estimated $323M sold.

Based on aggregated 13F filings for Q2 2016.