PACCAR
PCAR
532 hedge funds and large institutions have $14.6B invested in PACCAR in 2017 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 177 increasing their positions, 205 reducing their positions, and 52 closing their positions.
177% more call options, than puts
Call options by funds: $79.6M | Put options by funds: $28.7M
27% more first-time investments, than exits
New positions opened: 66 | Existing positions closed: 52
6% more capital invested
Capital invested by funds: $13.9B → $14.6B (+$790M)
1% more funds holding
Funds holding: 529 → 532 (+3)
0.32% more ownership
Funds ownership: 92.82% → 93.14% (+0.32%)
13% less funds holding in top 10
Funds holding in top 10: 8 → 7 (-1)
14% less repeat investments, than reductions
Existing positions increased: 177 | Existing positions reduced: 205
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$1.54B |
| 2 |
Victory Capital Management
San Antonio,
Texas
|
+$112M |
| 3 |
Norges Bank
Oslo,
Norway
|
+$68.1M |
| 4 |
Millennium Management
New York
|
+$60.1M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
+$56M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$107M |
| 2 |
Invesco
Atlanta,
Georgia
|
-$70.2M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$49.3M |
| 4 |
AAMU
AEGON Asset Management (UK)
Edinburgh,
United Kingdom
|
-$40.7M |
| 5 |
Renaissance Technologies
New York
|
-$30.7M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
MPWT
576
MassMutual Private Wealth & Trust
Windsor,
Connecticut
| – | -$6.39K | -150 | Closed |
|
577
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| – | -$5K | -117 | Closed |
|
|
IPC
578
Independent Portfolio Consultants
Boca Raton,
Florida
| – | -$3K | -81 | Closed |
|
|
PCA
579
Peddock Capital Advisors
Braintree,
Massachusetts
| – | -$1K | -18 | Closed |
|
|
PRS
580
Pinkerton Retirement Specialists
Coeur D Alene,
Idaho
| – | -$1K | -17 | Closed |
|
|
GWS
581
Glassman Wealth Services
Vienna,
Virginia
| – | +$225 | +5 | New |
|
|
MWM
582
MinichMacGregor Wealth Management
Saratoga Springs,
New York
| – | +$405 | +9 | +75% |
|
|
PFO
583
Pathstone Family Office
Englewood,
New Jersey
| – | +$405 | +9 | New |
|
PCAR Hedge Fund Activity: Q1 2017 in Review
532 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in PACCAR (PCAR) for Q1 2017, worth a combined $14.6B — up 5.7% from $13.9B a quarter earlier.
Buyers outnumbered sellers: 66 funds opened new PCAR positions and 52 closed out — a net gain of 14 holders — while 177 added to existing stakes and 205 trimmed.
The largest buyer was BlackRock, adding an estimated $1.54B. The largest seller was JP Morgan Chase, cutting an estimated $107M.
- 532 institutional investors held PACCAR (PCAR) as of Q1 2017, up from 529 in Q4 2016.
- Funds reported $14.6B of PACCAR stock for Q1 2017, up 5.7% quarter-over-quarter.
- 66 funds opened new PACCAR positions in Q1 2017 and 52 closed out, a net change of +14 holders.
- The largest PACCAR buyer in Q1 2017 was BlackRock, an estimated $1.54B added.
- The largest PACCAR seller in Q1 2017 was JP Morgan Chase, an estimated $107M sold.
Based on aggregated 13F filings for Q1 2017.