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532 hedge funds and large institutions have $14.6B invested in PACCAR in 2017 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 177 increasing their positions, 205 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

177% more call options, than puts

Call options by funds: $79.6M | Put options by funds: $28.7M

27% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 52

6% more capital invested

Capital invested by funds: $13.9B → $14.6B (+$790M)

1% more funds holding

Funds holding: 529532 (+3)

0.32% more ownership

Funds ownership: 92.82%93.14% (+0.32%)

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

14% less repeat investments, than reductions

Existing positions increased: 177 | Existing positions reduced: 205

Holders
532
Holders Change
+3
Holders Change %
+0.57%
% of All Funds
13.24%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.17%
New
66
Increased
177
Reduced
205
Closed
52
Calls
$79.6M
Puts
$28.7M
Net Calls
+$50.9M
Net Calls Change
+$16.8M
Name Holding Trade Value Shares
Change
Change in
Stake
NFG
476
Next Financial Group
Texas
$47K -$19.1K -425 -29%
MIHAS
477
Maj Invest Holding A/S
Denmark
$47K +$47.3K +1,050 New
HNB
478
Huntington National Bank
Ohio
$41K -$811 -18 -2%
QCG
479
Quadrant Capital Group
Ohio
$37K -$10.9K -243 -21%
SNT
480
Security National Trust
West Virginia
$36K
EWM
481
Evercore Wealth Management
New York
$35K -$1.85K -41 -5%
DSC
482
Duncker Streett & Co
Missouri
$34K -$11.8K -263 -26%
AIS
483
Accurate Investment Solutions
Pennsylvania
$30K
ASN
484
Advisory Services Network
Georgia
$29K +$29.6K +657 New
FPFS
485
First Personal Financial Services
North Carolina
$28K
LWM
486
LBA Wealth Management
Florida
$26K -$5.95K -132 -19%
CAG
487
Crestwood Advisors Group
Massachusetts
$26K +$25.7K +570 New
AF
488
Allworth Financial
California
$23K
TRCT
489
Tower Research Capital (TRC)
New York
$20K -$1.64M -36,395 -99%
TCOV
490
Trust Company of Vermont
Vermont
$18K
Acadian Asset Management
491
Acadian Asset Management
Massachusetts
$16K
RFM
492
Royal Fund Management
Florida
$16K
CFA
493
Carroll Financial Associates
North Carolina
$14K
PFBT
494
Parkside Financial Bank & Trust
Missouri
$14K +$315 +7 +2%
FHA
495
First Horizon Advisors
Tennessee
$14K +$14.5K +321 New
TDC
496
Thompson Davis & Co
Virginia
$12K +$5K +111 +73%
TFO
497
Tarbox Family Office
California
$11K
WPA
498
West Paces Advisors
Georgia
$10.6K -$3.38K -75 -24%
CPA
499
Clear Perspective Advisors
Illinois
$10K
TIM
500
Tortoise Investment Management
New York
$10K

PCAR Hedge Fund Activity: Q1 2017 in Review

532 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in PACCAR (PCAR) for Q1 2017, worth a combined $14.6B — up 5.7% from $13.9B a quarter earlier.

Buyers outnumbered sellers: 66 funds opened new PCAR positions and 52 closed out — a net gain of 14 holders — while 177 added to existing stakes and 205 trimmed.

The largest buyer was BlackRock, adding an estimated $1.54B. The largest seller was JP Morgan Chase, cutting an estimated $107M.

  • 532 institutional investors held PACCAR (PCAR) as of Q1 2017, up from 529 in Q4 2016.
  • Funds reported $14.6B of PACCAR stock for Q1 2017, up 5.7% quarter-over-quarter.
  • 66 funds opened new PACCAR positions in Q1 2017 and 52 closed out, a net change of +14 holders.
  • The largest PACCAR buyer in Q1 2017 was BlackRock, an estimated $1.54B added.
  • The largest PACCAR seller in Q1 2017 was JP Morgan Chase, an estimated $107M sold.

Based on aggregated 13F filings for Q1 2017.