We are live on ! Find out more

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
RC
426
RegentAtlantic Capital
New Jersey
$240K +$19.4K +482 +9%
Envestnet Asset Management
427
Envestnet Asset Management
Illinois
$239K +$56.5K +1,401 +33%
RJT
428
Raymond James Trust
Florida
$238K +$3.39K +84 +2%
NQWM
429
Northwest Quadrant Wealth Management
Oregon
$234K +$208K +5,148 New
SS
430
Simplicity Solutions
Minnesota
$230K -$33.8K -837 -13%
SCG
431
Sonata Capital Group
Washington
$230K +$218K +5,400 New
CG
432
Caprock Group
Idaho
$224K -$20.4K -507 -9%
HEIP
433
Hudson Edge Investment Partners
New Jersey
$223K -$14K -348 -6%
FA
434
Fortis Advisors
Pennsylvania
$220K +$208K +5,160 New
CONA
435
Capital One National Association
New York
$217K +$206K +5,100 New
WMC
436
Westwood Management Corporation
Illinois
$211K -$12.1K -300 -6%
WC
437
Wexford Capital
Florida
$211K +$199K +4,946 New
GS
438
GAM Systematic
United Kingdom
$207K -$360K -8,919 -65%
DSA
439
Davis Selected Advisers
Arizona
$204K -$10.2M -253,488 -98%
CA
440
Cetera Advisors
Colorado
$203K +$192K +4,773 New
GT
441
Glenmede Trust
Pennsylvania
$191K -$1.45M -35,916 -89%
CTC
442
Central Trust Company
Missouri
$190K +$113K +2,801 +167%
KT
443
Kanaly Trust
Texas
$185K +$175K +4,335 New
CF
444
CenterStar Fund
Illinois
$184K
ARMT
445
Amica Retiree Medical Trust
Rhode Island
$173K
GXMC
446
Global X Management Company
New York
$162K +$79.1K +1,961 +106%
MA
447
MUFG Americas
New York
$160K -$12.1K -300 -7%
HCA
448
Heck Capital Advisors
Wisconsin
$150K +$142K +3,533 New
PMFA
449
Plante Moran Financial Advisors
Michigan
$142K
FIB
450
First Interstate Bank
Montana
$130K

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.