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618 hedge funds and large institutions have $16.1B invested in PACCAR in 2019 Q2 according to their latest regulatory filings, with 69 funds opening new positions, 236 increasing their positions, 220 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more first-time investments, than exits

New positions opened: 69 | Existing positions closed: 49

6% more capital invested

Capital invested by funds: $15.2B → $16.1B (+$868M)

2% more funds holding

Funds holding: 608618 (+10)

7% more repeat investments, than reductions

Existing positions increased: 236 | Existing positions reduced: 220

0.71% more ownership

Funds ownership: 96.7%97.41% (+0.71%)

6% less call options, than puts

Call options by funds: $35.4M | Put options by funds: $37.7M

25% less funds holding in top 10

Funds holding in top 10: 86 (-2)

Holders
618
Holders Change
+10
Holders Change %
+1.64%
% of All Funds
13.42%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.13%
New
69
Increased
236
Reduced
220
Closed
49
Calls
$35.4M
Puts
$37.7M
Net Calls
-$2.3M
Net Calls Change
-$23.5M
Name Holding Trade Value Shares
Change
Change in
Stake
DWM
551
Destination Wealth Management
California
$25K +$23.8K +513 New
AC
552
Avestar Capital
New York
$24K -$21.7K -468 -46%
WAP
553
Wealthcare Advisory Partners
Pennsylvania
$22K +$1.72K +37 +9%
AWM
554
Avondale Wealth Management
Texas
$21K
H
555
Hexavest
Quebec, Canada
$21K +$20.7K +446 New
SLF
556
Sun Life Financial
Ontario, Canada
$20K -$21.5K -463 -52%
AF
557
Allworth Financial
California
$20K
JFGIW
558
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$19K -$3.07K -66 -14%
Acadian Asset Management
559
Acadian Asset Management
Massachusetts
$17K
RFM
560
Royal Fund Management
Florida
$17K
FHA
561
Flagship Harbor Advisors
Massachusetts
$17K +$8.55K +184 +98%
EARNEST Partners
562
EARNEST Partners
Georgia
$16K
Carson Wealth (CWM LLC)
563
Carson Wealth (CWM LLC)
Nebraska
$15K
TFO
564
Tarbox Family Office
California
$15K +$2.28K +49 +18%
1832 Asset Management
565
1832 Asset Management
Ontario, Canada
$14K
BFC
566
Bedel Financial Consulting
Indiana
$14K
PWMG
567
Prestige Wealth Management Group
New Jersey
$14K
FHA
568
First Horizon Advisors
Tennessee
$13K -$186 -4 -1%
DWM
569
Doyle Wealth Management
Florida
$13K +$12.3K +264 New
SFSIG
570
San Francisco Sentry Investment Group
California
$12K
ZB
571
Zions Bancorporation
Utah
$12K
FMII
572
Farmers & Merchants Investments Inc
Nebraska
$12K +$929 +20 +9%
M
573
MOTCO
Texas
$12K +$11.7K +251 New
RWA
574
Ropes Wealth Advisors
Massachusetts
$11K
ST
575
Smithfield Trust
Pennsylvania
$11K

PCAR Hedge Fund Activity: Q2 2019 in Review

618 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in PACCAR (PCAR) for Q2 2019, worth a combined $16.1B — up 5.7% from $15.2B a quarter earlier.

Buyers outnumbered sellers: 69 funds opened new PCAR positions and 49 closed out — a net gain of 20 holders — while 236 added to existing stakes and 220 trimmed.

The largest buyer was BlackRock, adding an estimated $102M. The largest seller was Bank of America, cutting an estimated $182M.

  • 618 institutional investors held PACCAR (PCAR) as of Q2 2019, up from 608 in Q1 2019.
  • Funds reported $16.1B of PACCAR stock for Q2 2019, up 5.7% quarter-over-quarter.
  • 69 funds opened new PACCAR positions in Q2 2019 and 49 closed out, a net change of +20 holders.
  • The largest PACCAR buyer in Q2 2019 was BlackRock, an estimated $102M added.
  • The largest PACCAR seller in Q2 2019 was Bank of America, an estimated $182M sold.

Based on aggregated 13F filings for Q2 2019.