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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
CA
426
Clearstead Advisors
Ohio
$206K +$192K +4,266 New
OFW
427
Omnia Family Wealth
Florida
$198K -$2.93K -65 -2%
SLF
428
Sun Life Financial
Ontario, Canada
$186K -$1.53K -34 -0.9%
FMLI
429
Fukoku Mutual Life Insurance
Japan
$174K +$33.8K +750 +26%
PCTC
430
Perkins Coie Trust Company
Washington
$165K
Envestnet Asset Management
431
Envestnet Asset Management
Illinois
$159K +$25.6K +567 +21%
HCA
432
Heck Capital Advisors
Wisconsin
$156K +$4.51K +100 +3%
IA
433
IFP Advisors
Florida
$152K +$15.4K +342 +12%
SWA
434
Sutton Wealth Advisors
Florida
$148K
EWM
435
Endurance Wealth Management
Rhode Island
$145K
FIB
436
First Interstate Bank
Montana
$145K
FA
437
Fortis Advisors
Pennsylvania
$145K +$135K +3,000 New
ARMT
438
Amica Retiree Medical Trust
Rhode Island
$144K
MAM
439
Meeder Asset Management
Ohio
$141K
AIM
440
Assured Investment Management
New York
$137K -$2.71M -60,105 -96%
LNB
441
Ledyard National Bank
$132K +$49.1K +1,088 +66%
BBHC
442
Brown Brothers Harriman & Co
New York
$131K
PMFA
443
Plante Moran Financial Advisors
Michigan
$118K -$4.65K -103 -4%
GS
444
GAM Systematic
United Kingdom
$117K -$266K -5,892 -71%
DZ Bank
445
DZ Bank
Germany
$105K
HNB
446
Huntington National Bank
Ohio
$100K +$25.5K +565 +38%
FANJ
447
Financial Architects (New Jersey)
New Jersey
$89K
NAMA
448
Nikko Asset Management Americas
New York
$87K
PA
449
Parallel Advisors
California
$87K +$1.13K +25 +1%
GAM
450
Gemmer Asset Management
California
$84K

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.