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604 hedge funds and large institutions have $15.1B invested in PACCAR in 2018 Q1 according to their latest regulatory filings, with 84 funds opening new positions, 224 increasing their positions, 193 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more first-time investments, than exits

New positions opened: 84 | Existing positions closed: 72

16% more repeat investments, than reductions

Existing positions increased: 224 | Existing positions reduced: 193

1% more funds holding

Funds holding: 598604 (+6)

0.82% more ownership

Funds ownership: 96.47%97.29% (+0.82%)

2% less call options, than puts

Call options by funds: $77.6M | Put options by funds: $79.4M

6% less capital invested

Capital invested by funds: $16.1B → $15.1B (-$969M)

20% less funds holding in top 10

Funds holding in top 10: 108 (-2)

Holders
604
Holders Change
+6
Holders Change %
+1%
% of All Funds
13.84%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.18%
New
84
Increased
224
Reduced
193
Closed
72
Calls
$77.6M
Puts
$79.4M
Net Calls
-$1.76M
Net Calls Change
+$2.48M
Name Holding Trade Value Shares
Change
Change in
Stake
PSC
501
Prentiss Smith & Co
Vermont
$60K
CIA
502
Cascade Investment Advisors
Oregon
$59K +$50.4K +1,065 +392%
GWM
503
Geneos Wealth Management
Colorado
$57K -$4.59K -97 -7%
PMFA
504
Plante Moran Financial Advisors
Michigan
$54K -$24.9K -526 -30%
GLI
505
Guardian Life Insurance
New York
$54K -$23.3K -493 -29%
Group One Trading
506
Group One Trading
Illinois
$54K +$57.6K +1,218 New
AssetMark Inc
507
AssetMark Inc
California
$53K -$25K -528 -31%
GRP
508
Global Retirement Partners
California
$53K +$1.14K +24 +2%
VFA
509
Valeo Financial Advisors
Indiana
$48K +$8.52K +180 +20%
AC
510
Avestar Capital
New York
$46K +$52.5K +1,110 +2,523%
IUHSA
511
Itau Unibanco Holding S.A.
Brazil
$45K +$32.3K +683 +201%
BFEC
512
Benjamin F. Edwards & Company
Missouri
$38K -$9.65K -204 -19%
PCG
513
Private Capital Group
Connecticut
$38K +$22.4K +474 +120%
SIC
514
Salem Investment Counselors
North Carolina
$36K
QCG
515
Quadrant Capital Group
Ohio
$36K +$1.37K +29 +3%
SBL
516
Sargent Bickham Lagudis
Colorado
$34K
OSAM
517
O'Shaughnessy Asset Management
Connecticut
$34K +$36.5K +771 New
DSC
518
Duncker Streett & Co
Missouri
$33K
SWM
519
SeaCrest Wealth Management
New York
$33K +$35.2K +744 New
SNT
520
Security National Trust
West Virginia
$31K -$4.02K -85 -11%
CTC
521
Central Trust Company
Missouri
$31K
AIS
522
Accurate Investment Solutions
Pennsylvania
$30K
CIBC Private Wealth Group
523
CIBC Private Wealth Group
Georgia
$29K -$767K -16,212 -96%
FGC
524
Financial Gravity Companies
Texas
$29K +$2.37K +50 +8%
FGAM
525
Financial Gravity Asset Management
Texas
$29K +$32.6K +689 New

PCAR Hedge Fund Activity: Q1 2018 in Review

604 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in PACCAR (PCAR) for Q1 2018, worth a combined $15.1B — down 6% from $16.1B a quarter earlier.

Buyers outnumbered sellers: 84 funds opened new PCAR positions and 72 closed out — a net gain of 12 holders — while 224 added to existing stakes and 193 trimmed.

The largest buyer was London Company of Virginia, opening a new position worth an estimated $202M. The largest seller was Bank of America, cutting an estimated $130M.

  • 604 institutional investors held PACCAR (PCAR) as of Q1 2018, up from 598 in Q4 2017.
  • Funds reported $15.1B of PACCAR stock for Q1 2018, down 6% quarter-over-quarter.
  • 84 funds opened new PACCAR positions in Q1 2018 and 72 closed out, a net change of +12 holders.
  • The largest PACCAR buyer in Q1 2018 was London Company of Virginia, an estimated $202M added.
  • The largest PACCAR seller in Q1 2018 was Bank of America, an estimated $130M sold.

Based on aggregated 13F filings for Q1 2018.