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PACCAR
PCAR

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: 8 → 8 (0)

1% less funds holding

Funds holding: 528 → 524 (-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

Top Buyers

Rank Fund Capital Flow
1
Boston Partners
Boston Partners
Massachusetts
+$146M
2
BlackRock
BlackRock
New York
+$99.3M
3
Point72 Asset Management
Point72 Asset Management
Connecticut
+$55.6M
4
Bank of New York Mellon
Bank of New York Mellon
New York
+$47M
5
SC
Shellback Capital
Massachusetts
+$29.3M

Top Sellers

Rank Fund Capital Flow
1
WRF
Waddell & Reed Financial
Kansas
-$131M
2
JP Morgan Chase
JP Morgan Chase
New York
-$113M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$51.4M
4
AQR Capital Management
AQR Capital Management
Connecticut
-$32.9M
5
State Street
State Street
Massachusetts
-$31.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
FP
551
FDO Partners
Massachusetts
– -$355K -8,073 Closed
BA
552
Boston Advisors
Massachusetts
– -$355K -8,063 Closed
CWM
553
Concert Wealth Management
California
– -$316K -7,143 Closed
ST
554
Spot Trading
Illinois
– -$320K -7,086 Closed
BFM
555
Boothbay Fund Management
New York
– -$267K -6,057 Closed
KI
556
Koch Industries
Kansas
– -$213K -4,835 Closed
IFWM
557
Institute for Wealth Management
Colorado
– -$201K -4,575 Closed
Simplex Trading
558
Simplex Trading
Illinois
– -$157K -3,486 Closed
SIC
559
Salem Investment Counselors
North Carolina
– -$37K -851 Closed
1832 Asset Management
560
1832 Asset Management
Ontario, Canada
– -$13K -300 Closed
FC
561
Ferris Capital
Massachusetts
– -$8K -186 Closed
NA
562
NewEdge Advisors
Louisiana
– -$6.03K -132 Closed
WEC
563
Winslow Evans & Crocker
Massachusetts
– -$3.3K -75 Closed
LWCFA
564
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
– +$902 +20 New
19 20 21 22
23

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.