We are live on ! Find out more

524 hedge funds and large institutions have $16.1B invested in PACCAR in 2017 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 191 increasing their positions, 184 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more call options, than puts

Call options by funds: $70.5M | Put options by funds: $51.9M

10% more capital invested

Capital invested by funds: $14.6B → $16.1B (+$1.47B)

5% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 42

4% more repeat investments, than reductions

Existing positions increased: 191 | Existing positions reduced: 184

0.34% more ownership

Funds ownership: 94.59%94.93% (+0.34%)

0% more funds holding in top 10

Funds holding in top 10: 88 (0)

1% less funds holding

Funds holding: 528524 (-4)

Holders
524
Holders Change
-4
Holders Change %
-0.76%
% of All Funds
13.06%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.2%
New
44
Increased
191
Reduced
184
Closed
42
Calls
$70.5M
Puts
$51.9M
Net Calls
+$18.6M
Net Calls Change
-$53.4M
Name Holding Trade Value Shares
Change
Change in
Stake
ASN
476
Advisory Services Network
Georgia
$26K -$2.17K -48 -8%
BWA
477
BDO Wealth Advisors
Florida
$25K -$2.44K -54 -10%
AF
478
Allworth Financial
California
$24K
SFSIG
479
San Francisco Sentry Investment Group
California
$23K +$10.4K +231 +90%
BTIS
480
BB&T Investment Services
North Carolina
$22K +$35.3K +782 +5,213%
WAP
481
Wealthcare Advisory Partners
Pennsylvania
$20K +$18.9K +419 New
Acadian Asset Management
482
Acadian Asset Management
Massachusetts
$18K
RFM
483
Royal Fund Management
Florida
$17K
NFG
484
Next Financial Group
Texas
$16K -$13.5K -300 -47%
PFBT
485
Parkside Financial Bank & Trust
Missouri
$16K +$767 +17 +5%
ZB
486
Zions Bancorporation
Utah
$16K +$10.5K +233 +222%
FHA
487
First Horizon Advisors
Tennessee
$15K
TG
488
TLP Group
Illinois
$14K -$677 -15 -5%
JFGIW
489
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$14K
TFO
490
Tarbox Family Office
California
$14K +$1.31K +29 +11%
GBT
491
Grove Bank & Trust
Florida
$13K -$8.48K -188 -41%
EFSCE
492
Enterprise Financial Services Corp (EFSC)
Missouri
$12K
TDC
493
Thompson Davis & Co
Virginia
$11K -$1.44K -32 -12%
CPA
494
Clear Perspective Advisors
Illinois
$11K
NC
495
NewSquare Capital
Pennsylvania
$11K
PG
496
Patten Group
Tennessee
$10K
TIM
497
Tortoise Investment Management
New York
$10K
MUS
498
Mitsubishi UFJ Securities
Japan
$9K
DBT
499
Dubuque Bank & Trust
Iowa
$9K +$3.25K +72 +58%
WPA
500
West Paces Advisors
Georgia
$8.25K

PCAR Hedge Fund Activity: Q3 2017 in Review

524 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in PACCAR (PCAR) for Q3 2017, worth a combined $16.1B — up 10% from $14.6B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new PCAR positions and 42 closed out — a net gain of 2 holders — while 191 added to existing stakes and 184 trimmed.

The largest buyer was Boston Partners, opening a new position worth an estimated $146M. The largest seller was Waddell & Reed Financial, cutting an estimated $131M.

  • 524 institutional investors held PACCAR (PCAR) as of Q3 2017, down from 528 in Q2 2017.
  • Funds reported $16.1B of PACCAR stock for Q3 2017, up 10% quarter-over-quarter.
  • 44 funds opened new PACCAR positions in Q3 2017 and 42 closed out, a net change of +2 holders.
  • The largest PACCAR buyer in Q3 2017 was Boston Partners, an estimated $146M added.
  • The largest PACCAR seller in Q3 2017 was Waddell & Reed Financial, an estimated $131M sold.

Based on aggregated 13F filings for Q3 2017.