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PACCAR

585 hedge funds and large institutions have $15.7B invested in PACCAR in 2019 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 221 increasing their positions, 216 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more call options, than puts

Call options by funds: $38.8M | Put options by funds: $27.1M

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

2% more repeat investments, than reductions

Existing positions increased: 221 | Existing positions reduced: 216

0.35% less ownership

Funds ownership: 97.41%97.06% (-0.35%)

3% less capital invested

Capital invested by funds: $16.1B → $15.7B (-$410M)

5% less funds holding

Funds holding: 618585 (-33)

42% less first-time investments, than exits

New positions opened: 41 | Existing positions closed: 71

Holders
585
Holders Change
-33
Holders Change %
-5.34%
% of All Funds
12.83%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.15%
New
41
Increased
221
Reduced
216
Closed
71
Calls
$38.8M
Puts
$27.1M
Net Calls
+$11.7M
Net Calls Change
+$14M
Name Holding Trade Value Shares
Change
Change in
Stake
N
26
Nuveen
North Carolina
$121M +$23.1M +505,531 +24%
JP Morgan Chase
27
JP Morgan Chase
New York
$118M -$69.9M -1,532,823 -38%
Skandinaviska Enskilda Banken (SEB)
28
Skandinaviska Enskilda Banken (SEB)
Sweden
$117M -$44.6M -978,000 -28%
Allianz Asset Management
29
Allianz Asset Management
Germany
$115M -$3.85M -84,364 -3%
Charles Schwab
30
Charles Schwab
California
$113M +$1.19M +26,050 +1%
Hotchkis & Wiley Capital Management
31
Hotchkis & Wiley Capital Management
California
$102M -$4.81M -105,450 -5%
Sumitomo Mitsui Trust Group
32
Sumitomo Mitsui Trust Group
Japan
$95.3M +$705K +15,459 +0.8%
Wells Fargo
33
Wells Fargo
California
$92M +$260K +5,707 +0.3%
American Century Companies
34
American Century Companies
Missouri
$90.3M +$7.42M +162,677 +9%
CGL
35
Clarius Group LLC
Washington
$90M -$5.93K -130 -0%
Swiss National Bank
36
Swiss National Bank
Switzerland
$80.1M +$848K +18,586 +1%
AAMU
37
Amundi Asset Management US
Massachusetts
$78.2M -$308K -6,750 -0.4%
New York State Common Retirement Fund
38
New York State Common Retirement Fund
New York
$72.1M -$3.66M -80,250 -5%
Prudential Financial
39
Prudential Financial
New Jersey
$71.6M -$14.7M -322,290 -17%
PPA
40
Parametric Portfolio Associates
Washington
$69.4M +$468K +10,269 +0.7%
Nordea Investment Management
41
Nordea Investment Management
Sweden
$68.2M +$1.39M +30,525 +2%
California Public Employees Retirement System
42
California Public Employees Retirement System
California
$58.9M +$10.5M +229,825 +22%
Baird Financial Group
43
Baird Financial Group
Wisconsin
$55.7M +$528K +11,580 +1%
RAM
44
RWC Asset Management
United Kingdom
$55.6M +$259K +5,680 +0.5%
LSV Asset Management
45
LSV Asset Management
Illinois
$51.2M -$13.7K -300 -0%
GLA
46
Great Lakes Advisors
Illinois
$48.8M -$334K -7,329 -0.7%
Federated Hermes
47
Federated Hermes
Pennsylvania
$47.2M -$2.77M -60,677 -6%
UCFA
48
United Capital Financial Advisors
Texas
$45.9M -$388K -8,501 -0.9%
APG Asset Management
49
APG Asset Management
Netherlands
$45.2M +$96.3K +2,111 +0.2%
MIH
50
Madison Investment Holdings
Wisconsin
$45.2M +$1.51M +33,076 +4%

PCAR Hedge Fund Activity: Q3 2019 in Review

585 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in PACCAR (PCAR) for Q3 2019, worth a combined $15.7B — down 2.6% from $16.1B a quarter earlier.

Sellers outnumbered buyers: 71 funds closed out of PCAR and 41 opened new positions — a net loss of 30 holders — while 216 trimmed existing stakes and 221 added.

The largest buyer was T. Rowe Price Associates, adding an estimated $84.4M. The largest seller was JP Morgan Chase, cutting an estimated $69.9M.

  • 585 institutional investors held PACCAR (PCAR) as of Q3 2019, down from 618 in Q2 2019.
  • Funds reported $15.7B of PACCAR stock for Q3 2019, down 2.6% quarter-over-quarter.
  • 41 funds opened new PACCAR positions in Q3 2019 and 71 closed out, a net change of -30 holders.
  • The largest PACCAR buyer in Q3 2019 was T. Rowe Price Associates, an estimated $84.4M added.
  • The largest PACCAR seller in Q3 2019 was JP Morgan Chase, an estimated $69.9M sold.

Based on aggregated 13F filings for Q3 2019.