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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
WTB
26
Washington Trust Bank
Washington
$119M +$568 +12 +0%
Legal & General Group
27
Legal & General Group
United Kingdom
$111M -$4.12M -87,058 -3%
Charles Schwab
28
Charles Schwab
California
$107M +$18M +381,546 +19%
Two Sigma Advisers
29
Two Sigma Advisers
New York
$102M -$28.6M -603,900 -21%
American Century Companies
30
American Century Companies
Missouri
$93.8M +$39.8M +841,573 +65%
UBS AM
31
UBS AM
Illinois
$91.4M +$26.2M +553,026 +36%
Hotchkis & Wiley Capital Management
32
Hotchkis & Wiley Capital Management
California
$91.2M -$830K -17,550 -0.8%
CGL
33
Clarius Group LLC
Washington
$82.4M
Swiss National Bank
34
Swiss National Bank
Switzerland
$74.6M -$11.9M -251,250 -13%
Sumitomo Mitsui Trust Group
35
Sumitomo Mitsui Trust Group
Japan
$74.2M +$9.26M +195,802 +13%
Wells Fargo
36
Wells Fargo
California
$62.2M +$10.5M +221,266 +19%
AllianceBernstein
37
AllianceBernstein
Tennessee
$59.7M +$5.77M +121,977 +10%
UBS Group
38
UBS Group
Switzerland
$57.5M +$5.31M +112,331 +9%
California Public Employees Retirement System
39
California Public Employees Retirement System
California
$56.3M +$77.6K +1,641 +0.1%
Bank of Montreal
40
Bank of Montreal
Ontario, Canada
$53.3M +$737K +15,579 +1%
WRF
41
Waddell & Reed Financial
Kansas
$53.2M -$16.5M -348,075 -22%
Mitsubishi UFJ Trust & Banking
42
Mitsubishi UFJ Trust & Banking
Japan
$53M +$6.72M +142,164 +13%
New York State Common Retirement Fund
43
New York State Common Retirement Fund
New York
$52.6M -$78.1K -1,650 -0.1%
GC
44
Guggenheim Capital
Illinois
$51.5M -$27.7K -585 -0.1%
PPA
45
Parametric Portfolio Associates
Washington
$49.7M +$224K +4,728 +0.4%
EVM
46
Eaton Vance Management
Massachusetts
$49.3M +$26M +549,544 +97%
FC
47
Fulcrum Capital
Washington
$48.1M -$336K -7,095 -0.6%
Allianz Asset Management
48
Allianz Asset Management
Germany
$48M +$33.4M +705,741 +184%
TA
49
Teachers Advisors
New York
$45.8M +$9.23M +195,183 +23%
TCIM
50
TIAA CREF Investment Management
New York
$45.7M +$4.36M +92,137 +10%

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.