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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
EFSCE
476
Enterprise Financial Services Corp (EFSC)
Missouri
$56K -$24.5K -608 -32%
CAW
477
Cornerstone Advisors (Washington)
Washington
$52K +$9.52K +236 +24%
CLOS
478
Compagnie Lombard Odier SCmA
Switzerland
$49K -$9.52K -236 -17%
GRP
479
Global Retirement Partners
California
$49K +$46.8K +1,160 New
QCG
480
Quadrant Capital Group
Ohio
$45K -$121 -3 -0.3%
DSC
481
Duncker Streett & Co
Missouri
$43K
HNB
482
Huntington National Bank
Ohio
$40K -$18.1K -450 -33%
EWM
483
Evercore Wealth Management
New York
$35K -$16K -396 -32%
SNT
484
Security National Trust
West Virginia
$34K -$6.53K -162 -17%
1832 Asset Management
485
1832 Asset Management
Ontario, Canada
$32K +$14.6K +363 +100%
LWM
486
LBA Wealth Management
Florida
$30K +$28.3K +702 New
AIS
487
Accurate Investment Solutions
Pennsylvania
$29K
FPFS
488
First Personal Financial Services
North Carolina
$27K
Korea Investment Corp
489
Korea Investment Corp
South Korea
$26K +$25K +621 New
AF
490
Allworth Financial
California
$21K +$12.6K +312 +163%
TCOV
491
Trust Company of Vermont
Vermont
$17K +$1.9K +47 +13%
Acadian Asset Management
492
Acadian Asset Management
Massachusetts
$16K +$14.7K +365 New
RFM
493
Royal Fund Management
Florida
$15K +$14.5K +360 New
MIFH
494
Migdal Insurance & Financial Holdings
Israel
$14K +$13.1K +324 New
EARNEST Partners
495
EARNEST Partners
Georgia
$14K +$13.4K +333 New
WPA
496
West Paces Advisors
Georgia
$13.2K +$12.5K +311 New
CFA
497
Carroll Financial Associates
North Carolina
$13K
PFBT
498
Parkside Financial Bank & Trust
Missouri
$13K +$1.65K +41 +16%
DBT
499
Dubuque Bank & Trust
Iowa
$12K
PHK
500
Point72 Hong Kong
Hong Kong
$11K -$50.3K -1,248 -83%

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.