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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
BBHC
451
Brown Brothers Harriman & Co
New York
$187K -$2.31K -49 -1%
FMLI
452
Fukoku Mutual Life Insurance
Japan
$171K
Rockefeller Capital Management
453
Rockefeller Capital Management
New York
$158K -$79.7K -1,695 -30%
KLWA
454
Kelly Lawrence W & Associates
California
$156K
RIM
455
Rampart Investment Management
Connecticut
$151K -$150K -3,189 -46%
PHK
456
Point72 Hong Kong
Hong Kong
$150K -$62.7K -1,332 -27%
PRC
457
Pearl River Capital
Michigan
$149K -$425K -9,036 -71%
CAW
458
Cornerstone Advisors (Washington)
Washington
$146K +$60.8K +1,293 +56%
FC
459
FORA Capital
Florida
$143K +$90K +1,914 +119%
Lazard Asset Management
460
Lazard Asset Management
New York
$141K -$994K -21,121 -86%
ICOM
461
Investment Counselors of Maryland
Maryland
$138K
Bessemer Group
462
Bessemer Group
New Jersey
$138K +$26.2K +558 +20%
BL
463
Balentine LLC
Georgia
$138K +$153K +3,260 +2,470%
SMFS
464
Squar Milner Financial Services
California
$137K
SIM
465
Sentry Investment Management
Wisconsin
$134K +$154K +3,281 New
SWA
466
Sutton Wealth Advisors
Florida
$126K +$329 +7 +0.2%
ASN
467
Advisory Services Network
Georgia
$124K +$41.5K +882 +41%
EWM
468
Endurance Wealth Management
Rhode Island
$122K
NICM
469
Neo Ivy Capital Management
New York
$120K -$146K -3,101 -51%
S
470
SignatureFD
Georgia
$115K +$9.88K +210 +8%
SF
471
Synovus Financial
Georgia
$115K +$53.9K +1,146 +66%
PCTC
472
Perkins Coie Trust Company
Washington
$109K +$235 +5 +0.2%
VFA
473
Valeo Financial Advisors
Indiana
$107K -$23.9K -507 -18%
VCM
474
Vigilant Capital Management
Maine
$104K
OPS
475
Orion Portfolio Solutions
Nebraska
$89K -$85K -1,807 -45%

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.