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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
Toronto Dominion Bank
426
Toronto Dominion Bank
Ontario, Canada
$100K -$43.3K -1,178 -29%
MS
427
Marshall & Sullivan
Washington
$96K
BBHC
428
Brown Brothers Harriman & Co
New York
$93K
BFEC
429
Benjamin F. Edwards & Company
Missouri
$83K -$37.2K -1,012 -30%
IWC
430
Integrated Wealth Counsel
California
$82K
S
431
SignatureFD
Georgia
$71K -$15.3K -416 -17%
GLI
432
Guardian Life Insurance
New York
$68K
HIIFS
433
Harel Insurance Investments & Financial Services
Israel
$67K +$71.2K +1,935 New
FANJ
434
Financial Architects (New Jersey)
New Jersey
$66K
CTC
435
Central Trust Company
Missouri
$63K -$2.76K -75 -4%
PO
436
Private Ocean
California
$60K
MCM
437
Manchester Capital Management
Vermont
$58K
PCTC
438
Perkins Coie Trust Company
Washington
$58K
GAM
439
Gemmer Asset Management
California
$58K +$1.1K +30 +2%
IA
440
IFP Advisors
Florida
$56K +$43.5K +1,182 +265%
HNB
441
Huntington National Bank
Ohio
$48K -$24.5K -665 -33%
SAMC
442
Shinko Asset Management Company
Japan
$48K
CLOS
443
Compagnie Lombard Odier SCmA
Switzerland
$48K +$50.9K +1,385 New
PSC
444
Prentiss Smith & Co
Vermont
$47K
EFSCE
445
Enterprise Financial Services Corp (EFSC)
Missouri
$46K
GWM
446
Geneos Wealth Management
Colorado
$46K +$11.1K +303 +29%
WTC
447
WhitTier Trust Company
Nevada
$45K -$9.27K -252 -16%
EWM
448
Evercore Wealth Management
New York
$44K -$441 -12 -0.9%
CTB
449
Country Trust Bank
Illinois
$43K
ED
450
Exane Derivatives
France
$36.7K +$5.52K +150 +16%

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.