We are live on ! Find out more

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
TWA
576
TCI Wealth Advisors
Arizona
$11K
Parallax Volatility Advisers
577
Parallax Volatility Advisers
California
$11K +$10.4K +224 New
FIA
578
FNY Investment Advisers
New York
$11K +$11K +236 New
CFG
579
Citizens Financial Group
Rhode Island
$10K
CFGS
580
Concourse Financial Group Securities
Alabama
$10K
TCOV
581
Trust Company of Vermont
Vermont
$9K
WPA
582
West Paces Advisors
Georgia
$8.17K
GWS
583
Glassman Wealth Services
Virginia
$8K +$1.67K +36 +27%
ACA
584
Atlas Capital Advisors
Wyoming
$7.24K +$7.06K +152 New
AW
585
Alpha Windward
Massachusetts
$7K -$418 -9 -6%
BCI
586
Brinker Capital Investments
Pennsylvania
$7K
FEG
587
Financial Enhancement Group
Indiana
$7K
LWM
588
Liberty Wealth Management
California
$7K
MWC
589
MBM Wealth Consultants
Missouri
$7K
OIA
590
Optimum Investment Advisors
Illinois
$7K
FCH
591
Freestone Capital Holdings
Washington
$6.02K -$8.69M -187,107 -60%
EWA
592
Evolution Wealth Advisors
Florida
$6K +$6.09K +131 New
APC
593
Aspire Private Capital
North Carolina
$5K
CHC
594
City Holding Co
West Virginia
$5K
DOA
595
D'Orazio & Associates
Virginia
$5K
JFA
596
JNBA Financial Advisors
Minnesota
$5K
UB
597
UMB Bank
Missouri
$4.8K -$165K -3,561 -3%
GT
598
Glenmede Trust
Pennsylvania
$3.35K -$1.89M -40,594 -37%
MIM
599
Macroview Investment Management
Maryland
$3K -$279 -6 -8%
HI
600
Human Investing
Oregon
$3K

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.