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578 hedge funds and large institutions have $13.1B invested in PACCAR in 2020 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 212 increasing their positions, 231 reducing their positions, and 109 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more call options, than puts

Call options by funds: $26.9M | Put options by funds: $18.7M

0% more funds holding in top 10

Funds holding in top 10: 1010 (0)

8% less repeat investments, than reductions

Existing positions increased: 212 | Existing positions reduced: 231

2.87% less ownership

Funds ownership: 96.14%93.27% (-2.9%)

10% less funds holding

Funds holding: 641578 (-63)

25% less capital invested

Capital invested by funds: $17.6B → $13.1B (-$4.41B)

50% less first-time investments, than exits

New positions opened: 55 | Existing positions closed: 109

Holders
578
Holders Change
-63
Holders Change %
-9.83%
% of All Funds
12.74%
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.22%
New
55
Increased
212
Reduced
231
Closed
109
Calls
$26.9M
Puts
$18.7M
Net Calls
+$8.23M
Net Calls Change
-$27.1M
Name Holding Trade Value Shares
Change
Change in
Stake
TFO
526
Tarbox Family Office
California
$16K +$4.99K +106 +37%
Acadian Asset Management
527
Acadian Asset Management
Massachusetts
$15K -$128K -2,718 -88%
Carson Wealth (CWM LLC)
528
Carson Wealth (CWM LLC)
Nebraska
$15K
PWMG
529
Prestige Wealth Management Group
New Jersey
$15K +$2.96K +63 +22%
WPA
530
West Paces Advisors
Georgia
$14.5K
EW
531
Evoke Wealth
California
$14.1K +$564 +12 +4%
TAIM
532
TD Ameritrade Investment Management
Nebraska
$14K -$11.2K -238 -42%
RFM
533
Royal Fund Management
Florida
$14K
TWA
534
TCI Wealth Advisors
Arizona
$13K -$34.2K -726 -69%
SLF
535
Sun Life Financial
Ontario, Canada
$13K +$141 +3 +1%
CTC
536
Central Trust Company
Missouri
$12K -$14.1K -300 -50%
JFGIW
537
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$12K -$4.8K -102 -25%
1832 Asset Management
538
1832 Asset Management
Ontario, Canada
$12K
BFC
539
Bedel Financial Consulting
Indiana
$12K +$376 +8 +3%
SFSIG
540
San Francisco Sentry Investment Group
California
$12K +$2.73K +58 +24%
FMII
541
Farmers & Merchants Investments Inc
Nebraska
$10K
AWA
542
Arkadios Wealth Advisors
Georgia
$9.92K
FHA
543
First Horizon Advisors
Tennessee
$9K -$2.82K -60 -20%
ZB
544
Zions Bancorporation
Utah
$9K -$1.79K -38 -14%
RWA
545
Ropes Wealth Advisors
Massachusetts
$9K
ST
546
Smithfield Trust
Pennsylvania
$9K
AIC
547
Archer Investment Corporation
Indiana
$8K
GWS
548
Glassman Wealth Services
Virginia
$8K +$988 +21 +13%
SC
549
Solstein Capital
California
$8K +$8.84K +188 New
AA
550
Advisory Alpha
Michigan
$6.99K

PCAR Hedge Fund Activity: Q1 2020 in Review

578 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in PACCAR (PCAR) for Q1 2020, worth a combined $13.1B — down 25% from $17.6B a quarter earlier.

Sellers outnumbered buyers: 109 funds closed out of PCAR and 55 opened new positions — a net loss of 54 holders — while 231 trimmed existing stakes and 212 added.

The largest buyer was Capital World Investors, adding an estimated $195M. The largest seller was Bank of America, cutting an estimated $203M.

  • 578 institutional investors held PACCAR (PCAR) as of Q1 2020, down from 641 in Q4 2019.
  • Funds reported $13.1B of PACCAR stock for Q1 2020, down 25% quarter-over-quarter.
  • 55 funds opened new PACCAR positions in Q1 2020 and 109 closed out, a net change of -54 holders.
  • The largest PACCAR buyer in Q1 2020 was Capital World Investors, an estimated $195M added.
  • The largest PACCAR seller in Q1 2020 was Bank of America, an estimated $203M sold.

Based on aggregated 13F filings for Q1 2020.