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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
Legal & General Group
26
Legal & General Group
United Kingdom
$81.7M +$2.9M +78,948 +3%
Charles Schwab
27
Charles Schwab
California
$80.1M +$10M +272,255 +13%
TCIM
28
TIAA CREF Investment Management
New York
$66.3M +$4.38M +119,213 +7%
CGL
29
Clarius Group LLC
Washington
$64.1M -$22.5K -611 -0%
BA
30
BlackRock Advisors
Delaware
$61.6M +$370K +10,056 +0.6%
JWBC
31
John W. Bristol & Co
New York
$59.3M -$3.69M -100,256 -6%
CLM
32
ClearBridge LLC (Maryland)
Maryland
$58.7M -$52.3K -1,422 -0.1%
Mitsubishi UFJ Trust & Banking
33
Mitsubishi UFJ Trust & Banking
Japan
$56M -$451K -12,261 -0.8%
Goldman Sachs
34
Goldman Sachs
New York
$55.1M -$12.2M -331,149 -17%
Bank of Montreal
35
Bank of Montreal
Ontario, Canada
$54.3M +$8.06M +219,041 +16%
Swiss National Bank
36
Swiss National Bank
Switzerland
$51.1M +$3.67M +99,750 +7%
Sumitomo Mitsui Trust Group
37
Sumitomo Mitsui Trust Group
Japan
$50.2M -$264K -7,182 -0.5%
AAMU
38
Amundi Asset Management US
Massachusetts
$47.9M +$1.79M +48,690 +4%
APG Asset Management
39
APG Asset Management
Netherlands
$47.8M +$4.74M +129,000 +10%
Morgan Stanley
40
Morgan Stanley
New York
$47.8M +$7.34M +199,534 +17%
BIM
41
BlackRock Investment Management
Delaware
$47.2M +$1.91M +51,831 +4%
T. Rowe Price Associates
42
T. Rowe Price Associates
Maryland
$47M +$236K +6,426 +0.5%
California Public Employees Retirement System
43
California Public Employees Retirement System
California
$44.9M -$1.05M -28,650 -2%
JRP
44
Jasper Ridge Partners
California
$44.8M
UBS AM
45
UBS AM
Illinois
$44.6M +$1.45M +39,341 +3%
New York State Common Retirement Fund
46
New York State Common Retirement Fund
New York
$44M +$1.23M +33,450 +3%
Teacher Retirement System of Texas
47
Teacher Retirement System of Texas
Texas
$43.3M +$16M +433,799 +53%
BJ
48
BlackRock Japan
Japan
$43M +$8.89M +241,827 +24%
KGI
49
KBI Global Investors
Ireland
$42.3M +$45M +1,223,531 New
Baird Financial Group
50
Baird Financial Group
Wisconsin
$40.1M -$823K -22,389 -2%

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.