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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
PO
451
Private Ocean
California
$84K
MCM
452
Manchester Capital Management
Vermont
$81K
SSB
453
Sandy Spring Bank
Maryland
$77K
AssetMark Inc
454
AssetMark Inc
California
$74K -$54.8K -1,214 -44%
WTC
455
WhitTier Trust Company
Nevada
$72K
WAM
456
Wealthspire Advisors (Maryland)
Maryland
$72K +$631 +14 +0.9%
GWM
457
Geneos Wealth Management
Colorado
$70K -$2.03K -45 -3%
IUHSA
458
Itau Unibanco Holding S.A.
Brazil
$65K -$48.6K -1,078 -72%
PSC
459
Prentiss Smith & Co
Vermont
$65K
FPFS
460
First Personal Financial Services
North Carolina
$61K
CAW
461
Cornerstone Advisors (Washington)
Washington
$58K -$496 -11 -0.9%
GLI
462
Guardian Life Insurance
New York
$58K +$722 +16 +1%
GRP
463
Global Retirement Partners
California
$57K +$226 +5 +0.4%
BFEC
464
Benjamin F. Edwards & Company
Missouri
$52K -$6.77K -150 -12%
CG
465
Cutler Group
California
$51K -$730K -16,182 -94%
CTC
466
Central Trust Company
Missouri
$45K -$7.17K -159 -15%
GT
467
Greenleaf Trust
Michigan
$45K +$41.9K +930 New
CCM
468
Covington Capital Management
California
$40K +$37.2K +825 New
EWM
469
Evercore Wealth Management
New York
$38K
QCG
470
Quadrant Capital Group
Ohio
$38K
SNT
471
Security National Trust
West Virginia
$38K
SBL
472
Sargent Bickham Lagudis
Colorado
$37K
DSC
473
Duncker Streett & Co
Missouri
$36K
AIS
474
Accurate Investment Solutions
Pennsylvania
$33K
VFA
475
Valeo Financial Advisors
Indiana
$29K +$27.1K +600 New

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.