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498 hedge funds and large institutions have $11.5B invested in PACCAR in 2016 Q2 according to their latest regulatory filings, with 54 funds opening new positions, 183 increasing their positions, 175 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

46% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 37

2% more funds holding

Funds holding: 489498 (+9)

5% more repeat investments, than reductions

Existing positions increased: 183 | Existing positions reduced: 175

5% less capital invested

Capital invested by funds: $12.1B → $11.5B (-$564M)

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

27% less call options, than puts

Call options by funds: $87.3M | Put options by funds: $120M

Holders
498
Holders Change
+9
Holders Change %
+1.84%
% of All Funds
13.29%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.16%
New
54
Increased
183
Reduced
175
Closed
37
Calls
$87.3M
Puts
$120M
Net Calls
-$32.7M
Net Calls Change
+$1.44M
Name Holding Trade Value Shares
Change
Change in
Stake
QCG
451
Quadrant Capital Group
Ohio
$34K +$3.64K +99 +9%
SNT
452
Security National Trust
West Virginia
$33K -$3.86K -105 -10%
TRCT
453
Tower Research Capital (TRC)
New York
$29K -$15.6K -423 -34%
JSAM
454
J. Safra Asset Management
New York
$29K +$30.7K +834 New
AIS
455
Accurate Investment Solutions
Pennsylvania
$23K
VCM
456
Vigilant Capital Management
Maine
$22K
FPFS
457
First Personal Financial Services
North Carolina
$22K +$18.5K +503 +419%
AWM
458
Avior Wealth Management
Nebraska
$21K +$37 +1 +0.2%
WP
459
WealthPLAN Partners
Nebraska
$17.3K +$36.7K +999 New
IR
460
Invictus RG
Bermuda
$14K +$3.75K +102 +34%
ST
461
Spot Trading
Illinois
$14K +$15.2K +414 New
1832 Asset Management
462
1832 Asset Management
Ontario, Canada
$13K
SSB
463
Sandy Spring Bank
Maryland
$13K
IWMPD
464
Integrated Wealth Management (Palm Desert)
California
$12K
TCOV
465
Trust Company of Vermont
Vermont
$12K
NFG
466
Next Financial Group
Texas
$11K +$6.91K +188 +125%
CFA
467
Carroll Financial Associates
North Carolina
$10K
SF
468
Synovus Financial
Georgia
$10K
PFBT
469
Parkside Financial Bank & Trust
Missouri
$9K
TFO
470
Tarbox Family Office
California
$8K
FNBT
471
FineMark National Bank & Trust
Florida
$7K
MUS
472
Mitsubishi UFJ Securities
Japan
$7K
ZB
473
Zions Bancorporation
Utah
$7K
CCM
474
Cribstone Capital Management
Maine
$6K +$6.62K +180 New
DIA
475
Davidson Investment Advisors
Montana
$5K -$11K -300 -67%

PCAR Hedge Fund Activity: Q2 2016 in Review

498 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in PACCAR (PCAR) for Q2 2016, worth a combined $11.5B — down 4.7% from $12.1B a quarter earlier.

Buyers outnumbered sellers: 54 funds opened new PCAR positions and 37 closed out — a net gain of 17 holders — while 183 added to existing stakes and 175 trimmed.

The largest buyer was Bank of America, adding an estimated $73.3M. The largest seller was JP Morgan Chase, cutting an estimated $323M.

  • 498 institutional investors held PACCAR (PCAR) as of Q2 2016, up from 489 in Q1 2016.
  • Funds reported $11.5B of PACCAR stock for Q2 2016, down 4.7% quarter-over-quarter.
  • 54 funds opened new PACCAR positions in Q2 2016 and 37 closed out, a net change of +17 holders.
  • The largest PACCAR buyer in Q2 2016 was Bank of America, an estimated $73.3M added.
  • The largest PACCAR seller in Q2 2016 was JP Morgan Chase, an estimated $323M sold.

Based on aggregated 13F filings for Q2 2016.