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PACCAR
PCAR

Overview Fund Activity

528 hedge funds and large institutions have $13.8B invested in PACCAR in 2016 Q4 according to their latest regulatory filings, with 79 funds opening new positions, 162 increasing their positions, 204 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
528
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
162
Reduced
204
Closed
49
Calls
$79.8M
Puts
$45.7M
Net Calls
+$34.1M
Net Calls Change
-$16M

Top Buyers

1
Bank of New York Mellon
Bank of New York Mellon
New York
+$179M
2
WRF
Waddell & Reed Financial
Kansas
+$166M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$97.8M
4
VFA
Virtus Fund Advisers
Connecticut
+$73M
5
State Street
State Street
Massachusetts
+$36.6M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$129M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$125M
3
Norges Bank
Norges Bank
Norway
-$82.2M
4
Millennium Management
Millennium Management
New York
-$38.9M
5
Two Sigma Investments
Two Sigma Investments
New York
-$34.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
Envestnet Asset Management
426
Envestnet Asset Management
Illinois
$239K +$59.4K +1,401 +33%
RJT
427
Raymond James Trust
Florida
$238K +$3.57K +84 +2%
NQWM
428
Northwest Quadrant Wealth Management
Oregon
$234K +$234K +5,148 New
SS
429
Simplicity Solutions
Minnesota
$230K -$35.6K -837 -13%
SCG
430
Sonata Capital Group
Washington
$230K +$230K +5,400 New
CG
431
Caprock Group
Idaho
$224K -$21.6K -507 -9%
HEIP
432
Hudson Edge Investment Partners
New Jersey
$223K -$14.8K -348 -6%
FA
433
Fortis Advisors
Pennsylvania
$220K +$220K +5,160 New
CONA
434
Capital One National Association
New York
$217K +$217K +5,100 New
WMC
435
Westwood Management Corporation
Illinois
$211K -$12.8K -300 -6%
WC
436
Wexford Capital
Florida
$211K +$211K +4,946 New
GS
437
GAM Systematic
United Kingdom
$207K -$380K -8,919 -65%
DSA
438
Davis Selected Advisers
Arizona
$204K -$10.8M -253,488 -98%
CA
439
Cetera Advisors
Colorado
$203K +$203K +4,773 New
GT
440
Glenmede Trust
Pennsylvania
$191K -$1.52M -35,916 -89%
CTC
441
Central Trust Company
Missouri
$190K +$119K +2,801 +167%
KT
442
Kanaly Trust
Texas
$185K +$185K +4,335 New
CF
443
CenterStar Fund
Illinois
$184K – – –
ARMT
444
Amica Retiree Medical Trust
Rhode Island
$173K – – –
GXMC
445
Global X Management Company
New York
$162K +$83.5K +1,961 +106%
MA
446
MUFG Americas
New York
$160K -$12.8K -300 -7%
HCA
447
Heck Capital Advisors
Wisconsin
$150K +$150K +3,533 New
PMFA
448
Plante Moran Financial Advisors
Michigan
$142K – – –
FIB
449
First Interstate Bank
Montana
$130K – – –
SWA
450
Sutton Wealth Advisors
Florida
$130K – – –
16 17
18
19 20