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PACCAR

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
WWMSC
526
Wagner Wealth Management (South Carolina)
South Carolina
$26K
Loomis, Sayles & Company
527
Loomis, Sayles & Company
Massachusetts
$26K +$28.3K +599 New
CPA
528
Clear Perspective Advisors
Illinois
$25K -$10.6K -225 -29%
RCAG
529
Rehmann Capital Advisory Group
Michigan
$24K +$25.3K +534 New
KA
530
Kaizen Advisory
Illinois
$23K
AF
531
Allworth Financial
California
$22K
AWM
532
Avondale Wealth Management
Texas
$19K
MOS
533
MGO One Seven
Ohio
$19K
WAP
534
Wealthcare Advisory Partners
Pennsylvania
$18K
RFM
535
Royal Fund Management
Florida
$17K -$2.08K -44 -10%
Acadian Asset Management
536
Acadian Asset Management
Massachusetts
$16K -$362K -7,654 -95%
GFP
537
Gryphon Financial Partners
Ohio
$16K -$2.22K -47 -12%
PFBT
538
Parkside Financial Bank & Trust
Missouri
$16K +$1.32K +28 +8%
EARNEST Partners
539
EARNEST Partners
Georgia
$15K
NAMA
540
Nikko Asset Management Americas
New York
$14K -$70.6K -1,492 -83%
ASN
541
Advisory Services Network
Georgia
$14K -$13.1K -277 -46%
GT
542
Greenleaf Trust
Michigan
$13K -$22.7K -480 -62%
1832 Asset Management
543
1832 Asset Management
Ontario, Canada
$13K
JFGIW
544
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$13K
BFC
545
Bedel Financial Consulting
Indiana
$13K +$13.5K +285 New
FPFS
546
First Personal Financial Services
North Carolina
$12K -$37.9K -802 -75%
SFSIG
547
San Francisco Sentry Investment Group
California
$12K -$10.9K -231 -47%
TFO
548
Tarbox Family Office
California
$11K -$1.37K -29 -10%
ST
549
Smithfield Trust
Pennsylvania
$11K
EFSCE
550
Enterprise Financial Services Corp (EFSC)
Missouri
$10K -$710 -15 -6%

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.