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PACCAR

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
PWAG
576
Polaris Wealth Advisory Group
California
$6K +$6.39K +135 New
CAC
577
Certified Advisory Corp
Florida
$6K +$7.1K +150 New
TWMP
578
Taylor Wealth Management Partners
Massachusetts
$5K -$1.75K -37 -25%
JFA
579
JNBA Financial Advisors
Minnesota
$5K
MCWS
580
McKinley Carter Wealth Services
West Virginia
$5K +$4.97K +105 New
LFA
581
Legacy Financial Advisors
Kentucky
$4K -$131K -2,763 -97%
CHC
582
City Holding Co
West Virginia
$4K
AAP
583
Arax Advisory Partners
Colorado
$4K +$1.28K +27 +41%
PS
584
Portfolio Solutions
Michigan
$4K +$3.78K +80 New
DOA
585
D'Orazio & Associates
Virginia
$4K +$4.07K +86 New
RA
586
Rational Advisors
New York
$4K +$4.4K +93 New
CB
587
CNB Bank
Pennsylvania
$3K
Carson Wealth (CWM LLC)
588
Carson Wealth (CWM LLC)
Nebraska
$3K +$3.55K +75 New
Nomura Holdings
589
Nomura Holdings
Japan
$2.66K +$1.01M +21,336 +54%
TCOV
590
Trust Company of Vermont
Vermont
$2K
FWM
591
Focused Wealth Management
New York
$2K +$95 +2 +4%
APP
592
Avantax Planning Partners
Iowa
$2K +$1.7K +36 New
MIFH
593
Migdal Insurance & Financial Holdings
Israel
$2K +$2.41K +51 New
SLF
594
Sun Life Financial
Ontario, Canada
$1.61K -$47.1K -995 -86%
HR
595
Howe & Rusling
New York
$1K -$189 -4 -13%
AWM
596
Aevitas Wealth Management
Massachusetts
$1K
BWM
597
Baystate Wealth Management
Massachusetts
$1K
JA
598
JOYN Advisors
Georgia
$1K +$568 +12 New
GWS
599
Glassman Wealth Services
Virginia
$1K +$615 +13 +260%
Lazard Asset Management
600
Lazard Asset Management
New York
$1K +$1.51K +32 New

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.