We are live on ! Find out more
PCAR icon

PACCAR
PCAR

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: 8 → 8 (0)

1% less funds holding

Funds holding: 528 → 524 (-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

Top Buyers

Rank Fund Capital Flow
1
Boston Partners
Boston Partners
Massachusetts
+$146M
2
BlackRock
BlackRock
New York
+$99.3M
3
Point72 Asset Management
Point72 Asset Management
Connecticut
+$55.6M
4
Bank of New York Mellon
Bank of New York Mellon
New York
+$47M
5
SC
Shellback Capital
Massachusetts
+$29.3M

Top Sellers

Rank Fund Capital Flow
1
WRF
Waddell & Reed Financial
Kansas
-$131M
2
JP Morgan Chase
JP Morgan Chase
New York
-$113M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$51.4M
4
AQR Capital Management
AQR Capital Management
Connecticut
-$32.9M
5
State Street
State Street
Massachusetts
-$31.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
Hotchkis & Wiley Capital Management
26
Hotchkis & Wiley Capital Management
California
$101M -$1.12M -24,750 -1%
Millennium Management
27
Millennium Management
New York
$97.8M +$20M +443,600 +28%
Swiss National Bank
28
Swiss National Bank
Switzerland
$93.6M +$771K +17,100 +0.9%
CGL
29
Clarius Group LLC
Washington
$90.1M -$34.5K -765 -0%
Renaissance Technologies
30
Renaissance Technologies
New York
$89.7M -$419K -9,300 -0.5%
Charles Schwab
31
Charles Schwab
California
$88.8M -$642K -14,233 -0.8%
Morgan Stanley
32
Morgan Stanley
New York
$88.7M -$26.4M -584,463 -24%
Bank of Montreal
33
Bank of Montreal
Ontario, Canada
$75.5M +$576K +12,759 +0.8%
UBS AM
34
UBS AM
Illinois
$72.1M +$1.88M +41,629 +3%
Sumitomo Mitsui Trust Group
35
Sumitomo Mitsui Trust Group
Japan
$70.9M -$916K -20,306 -1%
TA
36
Teachers Advisors
New York
$69.2M -$283K -6,284 -0.4%
TCIM
37
TIAA CREF Investment Management
New York
$67.3M -$3.25M -72,045 -5%
Point72 Asset Management
38
Point72 Asset Management
Connecticut
$66.5M +$55.6M +1,232,771 +846%
JWBC
39
John W. Bristol & Co
New York
$62.6M -$2.1M -46,503 -3%
JRP
40
Jasper Ridge Partners
California
$62.5M – – –
California Public Employees Retirement System
41
California Public Employees Retirement System
California
$59.5M +$2.17M +48,126 +4%
New York State Common Retirement Fund
42
New York State Common Retirement Fund
New York
$57.8M +$1.75M +38,700 +3%
PPA
43
Parametric Portfolio Associates
Washington
$55.2M +$1.5M +33,276 +3%
VFA
44
Virtus Fund Advisers
Connecticut
$53M -$28.2M -626,130 -36%
APG Asset Management
45
APG Asset Management
Netherlands
$52.3M +$1.19M +26,400 +2%
American Century Companies
46
American Century Companies
Missouri
$52M +$814K +18,046 +2%
Mitsubishi UFJ Trust & Banking
47
Mitsubishi UFJ Trust & Banking
Japan
$50.9M -$708K -15,706 -1%
Wells Fargo
48
Wells Fargo
California
$50.5M +$3.16M +69,950 +7%
GC
49
Guggenheim Capital
Illinois
$48.3M -$1.19M -26,343 -3%
Prudential Financial
50
Prudential Financial
New Jersey
$46.9M -$7.9M -175,212 -15%
1
2
3 4 5

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.