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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
TFO
501
Tarbox Family Office
California
$11K +$161 +4 +2%
Loomis, Sayles & Company
502
Loomis, Sayles & Company
Massachusetts
$11K +$10.6K +263 New
TWA
503
TCI Wealth Advisors
Arizona
$10K +$2.78K +69 +45%
CPA
504
Clear Perspective Advisors
Illinois
$10K +$9.07K +225 New
EF
505
Empirical Finance
Pennsylvania
$10K +$9.44K +234 New
FNBT
506
FineMark National Bank & Trust
Florida
$9K
TIM
507
Tortoise Investment Management
New York
$9K +$8.67K +215 New
MUS
508
Mitsubishi UFJ Securities
Japan
$8K
ZB
509
Zions Bancorporation
Utah
$8K
GBT
510
Grove Bank & Trust
Florida
$8K +$7.58K +188 New
SF
511
Synovus Financial
Georgia
$7K
VCM
512
Versant Capital Management
Arizona
$7K
MPWT
513
MassMutual Private Wealth & Trust
Connecticut
$6.39K +$6.05K +150 New
NCM
514
Nelson Capital Management
California
$6K
TDC
515
Thompson Davis & Co
Virginia
$6K +$6.13K +152 New
Carson Wealth (CWM LLC)
516
Carson Wealth (CWM LLC)
Nebraska
$5K +$4.72K +117 New
SLF
517
Sun Life Financial
Ontario, Canada
$4.59K +$17.7K +440 New
WEC
518
Winslow Evans & Crocker
Massachusetts
$3.2K
CGT
519
Capital Guardian Trust
California
$3K -$22.6K -561 -89%
AA
520
Apriem Advisors
California
$3K +$2.42K +60 New
IPC
521
Independent Portfolio Consultants
Florida
$3K +$3.27K +81 New
FWM
522
Focused Wealth Management
New York
$2K +$40 +1 +2%
AAP
523
Arax Advisory Partners
Colorado
$2K +$2.02K +50 New
LS
524
Livforsakringsbolaget Skandia
Sweden
$1.13K -$7.38M -182,968 -87%
PCA
525
Peddock Capital Advisors
Massachusetts
$1K

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.