We are live on ! Find out more

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
Wolverine Trading
401
Wolverine Trading
Illinois
$275K +$257K +5,699 New
BCM
402
Birmingham Capital Management
Alabama
$273K
HEIP
403
Hudson Edge Investment Partners
New Jersey
$264K
HPWM
404
Highland Private Wealth Management
Washington
$262K +$1.17K +26 +0.5%
QC
405
Quadrature Capital
United Kingdom
$261K -$3.58M -79,414 -94%
CA
406
Commerzbank Aktiengesellschaft
Germany
$261K +$244K +5,409 New
SIP
407
Stoneridge Investment Partners
Pennsylvania
$250K
NBC
408
Neuberger Berman Canada
Ontario, Canada
$239K -$216K -4,789 -49%
SCG
409
Sonata Capital Group
Washington
$239K +$223K +4,950 New
OC
410
Oppenheimer & Co
New York
$237K -$6.09K -135 -3%
FCH
411
Freestone Capital Holdings
Washington
$236K -$169K -3,752 -43%
TMAM
412
Tokio Marine Asset Management
Japan
$233K -$72.3K -1,602 -25%
GT
413
Glenmede Trust
Pennsylvania
$229K +$11.2K +249 +6%
MA
414
MUFG Americas
New York
$229K +$65.1K +1,443 +44%
DSA
415
Davis Selected Advisers
Arizona
$228K +$812 +18 +0.4%
NQWM
416
Northwest Quadrant Wealth Management
Oregon
$228K +$812 +18 +0.4%
CA
417
Cetera Advisors
Colorado
$223K +$316 +7 +0.2%
LCM
418
LVM Capital Management
Michigan
$222K
CG
419
Caprock Group
Idaho
$221K -$2.84K -63 -1%
HW
420
Hancock Whitney
Mississippi
$220K +$1.67K +37 +0.8%
BCM
421
Boltwood Capital Management
California
$217K +$203K +4,500 New
RHBC
422
R.H. Bluestein & Co
Michigan
$217K +$203K +4,500 New
BAS
423
Brown Advisory Securities
Maryland
$214K +$199K +4,421 New
BTS
424
BB&T Securities
Virginia
$210K +$197K +4,373 New
BP
425
Ballentine Partners
Massachusetts
$208K -$25.9K -575 -12%

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.