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578 hedge funds and large institutions have $13.1B invested in PACCAR in 2020 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 212 increasing their positions, 231 reducing their positions, and 109 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more call options, than puts

Call options by funds: $26.9M | Put options by funds: $18.7M

0% more funds holding in top 10

Funds holding in top 10: 1010 (0)

8% less repeat investments, than reductions

Existing positions increased: 212 | Existing positions reduced: 231

2.87% less ownership

Funds ownership: 96.14%93.27% (-2.9%)

10% less funds holding

Funds holding: 641578 (-63)

25% less capital invested

Capital invested by funds: $17.6B → $13.1B (-$4.41B)

50% less first-time investments, than exits

New positions opened: 55 | Existing positions closed: 109

Holders
578
Holders Change
-63
Holders Change %
-9.83%
% of All Funds
12.74%
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.22%
New
55
Increased
212
Reduced
231
Closed
109
Calls
$26.9M
Puts
$18.7M
Net Calls
+$8.23M
Net Calls Change
-$27.1M
Name Holding Trade Value Shares
Change
Change in
Stake
BCI
426
Brinker Capital Investments
Pennsylvania
$252K +$283K +6,007 +3,597%
CA
427
Cetera Advisors
Colorado
$243K -$23.8K -506 -8%
WANY
428
Wealthspire Advisors (New York)
New York
$242K +$279K +5,939 New
LOAME
429
Lombard Odier Asset Management (Europe)
United Kingdom
$241K
GIA
430
Gateway Investment Advisers
Ohio
$240K -$7.53K -160 -3%
EGA
431
Eagle Global Advisors
Texas
$237K
CM
432
Castleark Management
Illinois
$235K
WT
433
Whittier Trust
California
$235K +$1.6K +34 +0.6%
FDCDDQ
434
Federation des caisses Desjardins du Quebec
Quebec, Canada
$231K -$7.06K -150 -3%
LWM
435
Loveless Wealth Management
Montana
$229K
IC
436
IEQ Capital
California
$229K +$265K +5,630 New
BS
437
Banco Santander
Spain
$226K -$270K -5,734 -51%
LS
438
Livforsakringsbolaget Skandia
Sweden
$225K +$84.7K +1,800 +48%
HAIM
439
Hunter Associates Investment Management
Pennsylvania
$220K +$254K +5,400 New
BWM
440
Buckley Wealth Management
Nevada
$220K +$254K +5,409 New
TCM
441
Teza Capital Management
Illinois
$216K -$118K -2,501 -32%
JG
442
Jefferies Group
New York
$216K +$250K +5,307 New
FHB
443
First Hawaiian Bank
Hawaii
$214K -$157K -3,330 -39%
ECM
444
ExodusPoint Capital Management
New York
$214K +$247K +5,246 New
YMRC
445
Yorktown Management & Research Company
Virginia
$214K +$247K +5,250 New
Federated Hermes
446
Federated Hermes
Pennsylvania
$213K -$1.9M -40,479 -89%
NQWM
447
Northwest Quadrant Wealth Management
Oregon
$209K +$6.59K +140 +3%
BP
448
Ballentine Partners
Massachusetts
$208K +$59.4K +1,263 +33%
TSS
449
Two Sigma Securities
New York
$205K +$15.2K +324 +7%
FNBOSM
450
First National Bank of South Miami
Florida
$195K -$2.96K -63 -1%

PCAR Hedge Fund Activity: Q1 2020 in Review

578 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in PACCAR (PCAR) for Q1 2020, worth a combined $13.1B — down 25% from $17.6B a quarter earlier.

Sellers outnumbered buyers: 109 funds closed out of PCAR and 55 opened new positions — a net loss of 54 holders — while 231 trimmed existing stakes and 212 added.

The largest buyer was Capital World Investors, adding an estimated $195M. The largest seller was Bank of America, cutting an estimated $203M.

  • 578 institutional investors held PACCAR (PCAR) as of Q1 2020, down from 641 in Q4 2019.
  • Funds reported $13.1B of PACCAR stock for Q1 2020, down 25% quarter-over-quarter.
  • 55 funds opened new PACCAR positions in Q1 2020 and 109 closed out, a net change of -54 holders.
  • The largest PACCAR buyer in Q1 2020 was Capital World Investors, an estimated $195M added.
  • The largest PACCAR seller in Q1 2020 was Bank of America, an estimated $203M sold.

Based on aggregated 13F filings for Q1 2020.