PACCAR
PCAR
437 hedge funds and large institutions have $15B invested in PACCAR in 2014 Q1 according to their latest regulatory filings, with 64 funds opening new positions, 153 increasing their positions, 152 reducing their positions, and 23 closing their positions.
178% more first-time investments, than exits
New positions opened: 64 | Existing positions closed: 23
80% more call options, than puts
Call options by funds: $162M | Put options by funds: $90.2M
40% more funds holding in top 10
Funds holding in top 10: 10 → 14 (+4)
18% more capital invested
Capital invested by funds: $12.7B → $15B (+$2.29B)
9% more funds holding
Funds holding: 401 → 437 (+36)
1% more repeat investments, than reductions
Existing positions increased: 153 | Existing positions reduced: 152
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OAMG
Odey Asset Management Group
London,
United Kingdom
|
+$125M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$110M |
| 3 |
Bank of New York Mellon
New York
|
+$89.9M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$55.4M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
+$54.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Primecap Management
Pasadena,
California
|
-$157M |
| 2 |
JP Morgan Chase
New York
|
-$66.8M |
| 3 |
DSA
Davis Selected Advisers
Tucson,
Arizona
|
-$47M |
| 4 |
State Street
Boston,
Massachusetts
|
-$41M |
| 5 |
NIMC
NWQ Investment Management Company
Los Angeles,
California
|
-$36.5M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GCA
451
Gideon Capital Advisors
New York
| – | -$505K | -12,797 | Closed |
|
|
T
452
TradeWorx
Red Bank,
New Jersey
| – | -$260K | -6,593 | Closed |
|
|
BMCMI
453
Bryn Mawr Capital Management Inc
Bryn Mawr,
Pennsylvania
| – | -$254K | -6,450 | Closed |
|
|
AWA
454
AmeriServ Wealth Advisors
Johnstown,
Pennsylvania
| – | -$213K | -5,400 | Closed |
|
455
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| – | -$74K | -1,875 | Closed |
|
|
CGT
456
Capital Guardian Trust
Los Angeles,
California
| – | -$61K | -1,535 | Closed |
|
|
ASN
457
Advisory Services Network
Atlanta,
Georgia
| – | -$41K | -1,050 | Closed |
|
|
LWCFA
458
Loring Wolcott & Coolidge Fiduciary Advisors
Boston,
Massachusetts
| – | -$31K | -789 | Closed |
|
|
WA
459
WFG Advisors
Dallas,
Texas
| – | -$24K | -600 | Closed |
|
|
SHWM
460
Smith & Howard Wealth Management
Atlanta,
Georgia
| – | -$4K | -107 | Closed |
|
PCAR Hedge Fund Activity: Q1 2014 in Review
437 of the 3,463 institutional investors tracked by Wall St. Rank reported a position in PACCAR (PCAR) for Q1 2014, worth a combined $15B — up 18% from $12.7B a quarter earlier.
Buyers outnumbered sellers: 64 funds opened new PCAR positions and 23 closed out — a net gain of 41 holders — while 153 added to existing stakes and 152 trimmed.
The largest buyer was Odey Asset Management Group, adding an estimated $125M. The largest seller was Primecap Management, cutting an estimated $157M.
- 437 institutional investors held PACCAR (PCAR) as of Q1 2014, up from 401 in Q4 2013.
- Funds reported $15B of PACCAR stock for Q1 2014, up 18% quarter-over-quarter.
- 64 funds opened new PACCAR positions in Q1 2014 and 23 closed out, a net change of +41 holders.
- The largest PACCAR buyer in Q1 2014 was Odey Asset Management Group, an estimated $125M added.
- The largest PACCAR seller in Q1 2014 was Primecap Management, an estimated $157M sold.
Based on aggregated 13F filings for Q1 2014.