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529 hedge funds and large institutions have $13.9B invested in PACCAR in 2016 Q4 according to their latest regulatory filings, with 79 funds opening new positions, 163 increasing their positions, 204 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

92.82% more ownership

Funds ownership: 0%92.82% (+93%)

75% more call options, than puts

Call options by funds: $79.8M | Put options by funds: $45.7M

61% more first-time investments, than exits

New positions opened: 79 | Existing positions closed: 49

9% more capital invested

Capital invested by funds: $12.7B → $13.9B (+$1.12B)

5% more funds holding

Funds holding: 506529 (+23)

11% less funds holding in top 10

Funds holding in top 10: 98 (-1)

20% less repeat investments, than reductions

Existing positions increased: 163 | Existing positions reduced: 204

Holders
529
Holders Change
+23
Holders Change %
+4.55%
% of All Funds
13.22%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.2%
New
79
Increased
163
Reduced
204
Closed
49
Calls
$79.8M
Puts
$45.7M
Net Calls
+$34.1M
Net Calls Change
-$16M
Name Holding Trade Value Shares
Change
Change in
Stake
Hotchkis & Wiley Capital Management
26
Hotchkis & Wiley Capital Management
California
$94.5M -$5.07M -125,700 -5%
TA
27
Teachers Advisors
New York
$85M +$30.5M +756,135 +61%
TCIM
28
TIAA CREF Investment Management
New York
$80.7M +$4.41M +109,299 +6%
CGL
29
Clarius Group LLC
Washington
$80.2M +$747K +18,512 +1%
VFA
30
Virtus Fund Advisers
Connecticut
$73.2M +$68.6M +1,701,786 +42,312%
T. Rowe Price Associates
31
T. Rowe Price Associates
Maryland
$70.2M +$5.62M +139,376 +9%
BlackRock
32
BlackRock
New York
$68.9M -$7.27M -180,342 -10%
JWBC
33
John W. Bristol & Co
New York
$67.9M -$2.65M -65,657 -4%
Mitsubishi UFJ Trust & Banking
34
Mitsubishi UFJ Trust & Banking
Japan
$66.1M -$3.62M -89,657 -5%
Sumitomo Mitsui Trust Group
35
Sumitomo Mitsui Trust Group
Japan
$63M +$1.27M +31,505 +2%
Bank of Montreal
36
Bank of Montreal
Ontario, Canada
$62.9M -$5.48M -135,858 -8%
Swiss National Bank
37
Swiss National Bank
Switzerland
$62.4M +$266K +6,600 +0.5%
Morgan Stanley
38
Morgan Stanley
New York
$59.7M -$16.1M -399,292 -22%
Prudential Financial
39
Prudential Financial
New Jersey
$56.8M -$4.61M -114,210 -8%
JRP
40
Jasper Ridge Partners
California
$55.2M
California Public Employees Retirement System
41
California Public Employees Retirement System
California
$53.8M -$302K -7,500 -0.6%
BIM
42
BlackRock Investment Management
Delaware
$53.8M +$1.63M +40,302 +3%
UBS AM
43
UBS AM
Illinois
$53.7M -$1.32M -32,712 -3%
CLM
44
ClearBridge LLC (Maryland)
Maryland
$53.1M -$18.4M -456,525 -27%
New York State Common Retirement Fund
45
New York State Common Retirement Fund
New York
$49.2M +$544K +13,500 +1%
PPA
46
Parametric Portfolio Associates
Washington
$47.7M +$2.87M +71,204 +7%
APG Asset Management
47
APG Asset Management
Netherlands
$47.3M -$9.84M -243,900 -17%
California State Teachers Retirement System (CalSTRS)
48
California State Teachers Retirement System (CalSTRS)
California
$46.8M -$1.14M -28,200 -3%
Baird Financial Group
49
Baird Financial Group
Wisconsin
$46.3M -$2.87M -71,126 -6%
Wells Fargo
50
Wells Fargo
California
$42M -$15.9M -393,198 -29%

PCAR Hedge Fund Activity: Q4 2016 in Review

529 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in PACCAR (PCAR) for Q4 2016, worth a combined $13.9B — up 8.8% from $12.7B a quarter earlier.

Buyers outnumbered sellers: 79 funds opened new PCAR positions and 49 closed out — a net gain of 30 holders — while 163 added to existing stakes and 204 trimmed.

The largest buyer was Bank of New York Mellon, adding an estimated $169M. The largest seller was Bank of America, cutting an estimated $122M.

  • 529 institutional investors held PACCAR (PCAR) as of Q4 2016, up from 506 in Q3 2016.
  • Funds reported $13.9B of PACCAR stock for Q4 2016, up 8.8% quarter-over-quarter.
  • 79 funds opened new PACCAR positions in Q4 2016 and 49 closed out, a net change of +30 holders.
  • The largest PACCAR buyer in Q4 2016 was Bank of New York Mellon, an estimated $169M added.
  • The largest PACCAR seller in Q4 2016 was Bank of America, an estimated $122M sold.

Based on aggregated 13F filings for Q4 2016.