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PACCAR

578 hedge funds and large institutions have $13.1B invested in PACCAR in 2020 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 212 increasing their positions, 231 reducing their positions, and 109 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more call options, than puts

Call options by funds: $26.9M | Put options by funds: $18.7M

0% more funds holding in top 10

Funds holding in top 10: 1010 (0)

8% less repeat investments, than reductions

Existing positions increased: 212 | Existing positions reduced: 231

2.87% less ownership

Funds ownership: 96.14%93.27% (-2.9%)

10% less funds holding

Funds holding: 641578 (-63)

25% less capital invested

Capital invested by funds: $17.6B → $13.1B (-$4.41B)

50% less first-time investments, than exits

New positions opened: 55 | Existing positions closed: 109

Holders
578
Holders Change
-63
Holders Change %
-9.83%
% of All Funds
12.74%
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.22%
New
55
Increased
212
Reduced
231
Closed
109
Calls
$26.9M
Puts
$18.7M
Net Calls
+$8.23M
Net Calls Change
-$27.1M
Name Holding Trade Value Shares
Change
Change in
Stake
Hotchkis & Wiley Capital Management
26
Hotchkis & Wiley Capital Management
California
$96.1M +$162K +3,450 +0.1%
Sumitomo Mitsui Trust Group
27
Sumitomo Mitsui Trust Group
Japan
$91.4M +$9.77M +207,638 +10%
N
28
Nuveen
North Carolina
$85.7M -$9.94M -211,401 -9%
UBS AM
29
UBS AM
Illinois
$85.5M -$7.51M -159,570 -7%
Invesco
30
Invesco
Georgia
$83.3M -$13.6M -288,405 -12%
Swiss National Bank
31
Swiss National Bank
Switzerland
$82.1M +$17.7M +375,300 +23%
CGL
32
Clarius Group LLC
Washington
$79.1M +$582K +12,362 +0.6%
PPA
33
Parametric Portfolio Associates
Washington
$75.8M +$13.2M +280,827 +18%
AAMU
34
Amundi Asset Management US
Massachusetts
$70.6M -$33.1M -703,678 -29%
Nordea Investment Management
35
Nordea Investment Management
Sweden
$67.7M +$7.85M +166,948 +11%
Adage Capital Partners
36
Adage Capital Partners
Massachusetts
$66.4M +$44.9M +953,524 +141%
Victory Capital Management
37
Victory Capital Management
Texas
$63.4M +$30.4M +646,095 +71%
Wells Fargo
38
Wells Fargo
California
$60.2M -$8.72M -185,466 -11%
Capital International Investors
39
Capital International Investors
California
$57.1M +$65.9M +1,400,625 New
RAM
40
RWC Asset Management
United Kingdom
$52.2M +$3.8M +80,727 +7%
AQR Capital Management
41
AQR Capital Management
Connecticut
$51.9M +$5.31M +112,956 +10%
Skandinaviska Enskilda Banken (SEB)
42
Skandinaviska Enskilda Banken (SEB)
Sweden
$50.7M -$36.8M -781,470 -39%
Royal Bank of Canada
43
Royal Bank of Canada
Ontario, Canada
$50.3M +$15M +319,534 +35%
APG Asset Management
44
APG Asset Management
Netherlands
$47.9M +$8.88M +188,750 +19%
AllianceBernstein
45
AllianceBernstein
Tennessee
$47.3M +$12.1M +256,712 +28%
Baird Financial Group
46
Baird Financial Group
Wisconsin
$47.2M -$549K -11,680 -1%
California Public Employees Retirement System
47
California Public Employees Retirement System
California
$47.1M -$3.17M -67,458 -6%
Prudential Financial
48
Prudential Financial
New Jersey
$45.2M +$3.08M +65,418 +6%
Allianz Asset Management
49
Allianz Asset Management
Germany
$44.1M -$27.6M -587,391 -35%
New York State Common Retirement Fund
50
New York State Common Retirement Fund
New York
$42.8M -$20.4M -433,200 -29%

PCAR Hedge Fund Activity: Q1 2020 in Review

578 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in PACCAR (PCAR) for Q1 2020, worth a combined $13.1B — down 25% from $17.6B a quarter earlier.

Sellers outnumbered buyers: 109 funds closed out of PCAR and 55 opened new positions — a net loss of 54 holders — while 231 trimmed existing stakes and 212 added.

The largest buyer was Capital World Investors, adding an estimated $195M. The largest seller was Bank of America, cutting an estimated $203M.

  • 578 institutional investors held PACCAR (PCAR) as of Q1 2020, down from 641 in Q4 2019.
  • Funds reported $13.1B of PACCAR stock for Q1 2020, down 25% quarter-over-quarter.
  • 55 funds opened new PACCAR positions in Q1 2020 and 109 closed out, a net change of -54 holders.
  • The largest PACCAR buyer in Q1 2020 was Capital World Investors, an estimated $195M added.
  • The largest PACCAR seller in Q1 2020 was Bank of America, an estimated $203M sold.

Based on aggregated 13F filings for Q1 2020.