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604 hedge funds and large institutions have $15.1B invested in PACCAR in 2018 Q1 according to their latest regulatory filings, with 84 funds opening new positions, 224 increasing their positions, 193 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more first-time investments, than exits

New positions opened: 84 | Existing positions closed: 72

16% more repeat investments, than reductions

Existing positions increased: 224 | Existing positions reduced: 193

1% more funds holding

Funds holding: 598604 (+6)

0.82% more ownership

Funds ownership: 96.47%97.29% (+0.82%)

2% less call options, than puts

Call options by funds: $77.6M | Put options by funds: $79.4M

6% less capital invested

Capital invested by funds: $16.1B → $15.1B (-$969M)

20% less funds holding in top 10

Funds holding in top 10: 108 (-2)

Holders
604
Holders Change
+6
Holders Change %
+1%
% of All Funds
13.84%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.18%
New
84
Increased
224
Reduced
193
Closed
72
Calls
$77.6M
Puts
$79.4M
Net Calls
-$1.76M
Net Calls Change
+$2.48M
Name Holding Trade Value Shares
Change
Change in
Stake
CONA
451
Capital One National Association
New York
$253K -$378 -8 -0.1%
WT
452
Whittier Trust
California
$251K -$17.2K -363 -6%
BCM
453
Birmingham Capital Management
Alabama
$250K
HEIP
454
Hudson Edge Investment Partners
New Jersey
$242K
PA
455
Probity Advisors
Texas
$235K +$252K +5,324 New
CA
456
Cetera Advisors
Colorado
$234K +$3.03K +64 +1%
CG
457
Cutler Group
California
$222K +$231K +4,884 +3,256%
SCG
458
Sonata Capital Group
Washington
$218K
GT
459
Glenmede Trust
Pennsylvania
$217K
LP
460
LMR Partners
United Kingdom
$216K
DSA
461
Davis Selected Advisers
Arizona
$214K +$4.45K +94 +2%
RC
462
RegentAtlantic Capital
New Jersey
$213K +$25.9K +547 +13%
WAM
463
Wealthspire Advisors (Maryland)
Maryland
$213K +$121K +2,565 +113%
NQWM
464
Northwest Quadrant Wealth Management
Oregon
$212K +$804 +17 +0.4%
CAN
465
Cetera Advisor Networks
California
$212K +$14.2K +300 +7%
TH
466
Timber Hill
Connecticut
$210K -$1.17M -24,629 -84%
FCH
467
Freestone Capital Holdings
Washington
$209K -$7.1K -150 -3%
MFAM
468
Motley Fool Asset Management
Virginia
$204K +$219K +4,635 New
LCM
469
LVM Capital Management
Michigan
$203K
C
470
Cerebellum
California
$196K +$133K +2,813 +172%
OFW
471
Omnia Family Wealth
Florida
$181K
SCM
472
Silvant Capital Management
Georgia
$177K +$190K +4,022 New
ME
473
McIlrath & Eck
Washington
$170K -$16.8K -356 -8%
PHK
474
Point72 Hong Kong
Hong Kong
$160K +$159K +3,356 +1,203%
FMLI
475
Fukoku Mutual Life Insurance
Japan
$159K

PCAR Hedge Fund Activity: Q1 2018 in Review

604 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in PACCAR (PCAR) for Q1 2018, worth a combined $15.1B — down 6% from $16.1B a quarter earlier.

Buyers outnumbered sellers: 84 funds opened new PCAR positions and 72 closed out — a net gain of 12 holders — while 224 added to existing stakes and 193 trimmed.

The largest buyer was London Company of Virginia, opening a new position worth an estimated $202M. The largest seller was Bank of America, cutting an estimated $130M.

  • 604 institutional investors held PACCAR (PCAR) as of Q1 2018, up from 598 in Q4 2017.
  • Funds reported $15.1B of PACCAR stock for Q1 2018, down 6% quarter-over-quarter.
  • 84 funds opened new PACCAR positions in Q1 2018 and 72 closed out, a net change of +12 holders.
  • The largest PACCAR buyer in Q1 2018 was London Company of Virginia, an estimated $202M added.
  • The largest PACCAR seller in Q1 2018 was Bank of America, an estimated $130M sold.

Based on aggregated 13F filings for Q1 2018.