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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
Jennison Associates
401
Jennison Associates
New York
$362K +$343K +8,505 New
PBT
402
Pictet Bank & Trust
Bahamas
$351K
MFS
403
Madrona Financial Services
Washington
$351K +$1.21K +30 +0.4%
CAN
404
Cetera Advisor Networks
California
$347K -$39.5K -979 -11%
HA
405
Heartland Advisors
Wisconsin
$342K +$102K +2,532 +46%
FIM
406
Freedom Investment Management
Connecticut
$328K +$310K +7,692 New
BCM
407
Becker Capital Management
Oregon
$319K
Truist Financial
408
Truist Financial
North Carolina
$315K -$53.9K -1,337 -15%
FCM
409
Flinton Capital Management
Pennsylvania
$308K +$291K +7,224 New
PIM
410
Penobscot Investment Management
Massachusetts
$305K
BA
411
Boston Advisors
Massachusetts
$301K -$200K -4,965 -41%
OFW
412
Omnia Family Wealth
Florida
$300K +$282K +6,983 New
IWM
413
IHT Wealth Management
Illinois
$294K +$272K +6,746 New
MYAM
414
Meiji Yasuda Asset Management
Japan
$292K
II
415
IFM Investors
Australia
$286K +$271K +6,722 New
CSIC
416
Clifford Swan Investment Counsel
California
$284K
YMRC
417
Yorktown Management & Research Company
Virginia
$268K +$254K +6,300 New
Lido Advisors
418
Lido Advisors
California
$264K +$250K +6,192 New
WB
419
WesBanco Bank
West Virginia
$262K
BJL
420
Brighton Jones LLC
Washington
$260K -$2.8M -69,506 -92%
BCM
421
Birmingham Capital Management
Alabama
$257K
FFA
422
First Foundation Advisors
California
$256K
AIM
423
Assured Investment Management
New York
$251K -$1.5M -37,116 -86%
FNBOO
424
First National Bank of Omaha
Nebraska
$249K +$236K +5,850 New
HFM
425
Hartford Financial Management
Connecticut
$246K

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.