We are live on ! Find out more

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
ZCA
401
Zeke Capital Advisors
Pennsylvania
$417K -$16K -339 -3%
BBNB
402
Baker Boyer National Bank
Washington
$408K
MML Investors Services
403
MML Investors Services
Massachusetts
$404K +$15.9K +336 +4%
FAIM
404
Financial Advocates Investment Management
Washington
$400K +$90.7K +1,917 +27%
DS
405
Dudley & Shanley
Florida
$397K -$16.9M -356,963 -98%
RGIA
406
Rainier Group Investment Advisory
Washington
$393K
MME
407
Meag Munich Ergo
Germany
$392K -$6.63M -140,163 -94%
MFS
408
Madrona Financial Services
Washington
$390K +$22.7K +480 +6%
KSA
409
Ken Stern & Associates
California
$389K -$6.05K -128 -1%
KLWA
410
Kelly Lawrence W & Associates
California
$387K
RP
411
Riverbridge Partners
Minnesota
$380K
FIM
412
Fruth Investment Management
Texas
$377K
AAM
413
Advisors Asset Management
Colorado
$376K -$21.3K -450 -5%
GAM
414
Gotham Asset Management
New York
$373K -$8.2M -173,346 -95%
BC
415
Burney Company
Virginia
$367K -$56.8K -1,200 -13%
HA
416
Heartland Advisors
Wisconsin
$363K
V
417
Veritable
Delaware
$358K -$87.5K -1,850 -19%
CB
418
Commerce Bank
Missouri
$355K -$45.4K -960 -11%
GJIC
419
Gamble Jones Investment Counsel
California
$354K
CSS
420
Cubist Systematic Strategies
Connecticut
$353K -$7.9K -167 -2%
IIM
421
Intact Investment Management
Quebec, Canada
$351K -$2.02M -42,600 -84%
LS
422
Livforsakringsbolaget Skandia
Sweden
$350K
FAAS
423
First Allied Advisory Services
California
$344K -$6.81K -144 -2%
ACA
424
Atlas Capital Advisors
Wyoming
$343K +$368K +7,778 New
PL
425
Parkwood LLC
Ohio
$340K +$84.6K +1,789 +30%

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.