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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
DBT
551
Dubuque Bank & Trust
Iowa
$10K +$899 +19 +10%
WF
552
WealthTrust Fairport
Ohio
$10K +$10.3K +218 New
VCM
553
Virtue Capital Management
Tennessee
$10K +$10.6K +225 New
GI
554
Gradient Investments
Minnesota
$10K +$10.9K +230 New
LF
555
Lee Financial
Texas
$10K +$10.9K +230 New
SF
556
Synovus Financial
Georgia
$10K +$11.2K +237 New
AF
557
Advisornet Financial
Minnesota
$9K
MUS
558
Mitsubishi UFJ Securities
Japan
$9K
PG
559
Patten Group
Tennessee
$9K
TIM
560
Tortoise Investment Management
New York
$9K
AWA
561
Acorn Wealth Advisors
Michigan
$9K +$47 +1 +0.5%
PCP
562
Proficio Capital Partners
Massachusetts
$9K +$2.27K +48 +31%
TWA
563
TCI Wealth Advisors
Arizona
$9K +$3.83K +81 +70%
FC
564
Ferris Capital
Massachusetts
$9K +$9.22K +195 New
FCAG
565
First Capital Advisors Group
New Jersey
$8K +$8.94K +189 New
WPA
566
West Paces Advisors
Georgia
$7.54K
BCI
567
Brinker Capital Investments
Pennsylvania
$7K
FMII
568
Farmers & Merchants Investments Inc
Nebraska
$7K
GSC
569
G&S Capital
Colorado
$7K
THWM
570
Taylor Hoffman Wealth Management
Virginia
$7K
HFP
571
Holistic Financial Partners
Indiana
$7K +$2.37K +50 +46%
CGI
572
CI Global Investments
California
$7K +$7.1K +150 New
MPWT
573
MassMutual Private Wealth & Trust
Connecticut
$6.62K -$4.97K -105 -41%
FHA
574
First Horizon Advisors
Tennessee
$6K -$24.8K -524 -80%
VCM
575
Versant Capital Management
Arizona
$6K

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.