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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
Viking Global Investors
601
Viking Global Investors
Connecticut
-$80.2M -1,691,441 Closed
JWBC
602
John W. Bristol & Co
New York
-$51M -1,077,290 Closed
UOC
603
UBS O'Connor
Illinois
-$15.3M -322,500 Closed
JCM
604
Jag Capital Management
Missouri
-$9.01M -190,142 Closed
MG
605
Markel Group
Virginia
-$8.41M -177,450 Closed
NSLI
606
Nan Shan Life Insurance
Taiwan
-$8.09M -170,700 Closed
JGC
607
J. Goldman & Co
New York
-$5.53M -116,633 Closed
KC
608
Kepos Capital
New York
-$3.12M -65,868 Closed
MHI
609
Miller Howard Investments
New York
-$3.09M -65,198 Closed
QT
610
Quantbot Technologies
New York
-$2.65M -55,941 Closed
SBSB
611
Sullivan, Bruyette, Speros & Blaney
Virginia
-$2.6M -54,927 Closed
OTPPB
612
Ontario Teachers' Pension Plan Board
Ontario, Canada
-$2.41M -50,924 Closed
MWNA
613
Marshall Wace North America
New York
-$2.35M -49,574 Closed
VIA
614
Virtus Investment Advisers
Connecticut
-$2.16M -45,509 Closed
VRS
615
Virginia Retirement Systems
Virginia
-$1.8M -38,100 Closed
SIM
616
Sentry Investment Management
Wisconsin
-$1.44M -30,368 Closed
1WA
617
180 Wealth Advisors
Washington
-$1.31M -27,761 Closed
Voloridge Investment Management
618
Voloridge Investment Management
Florida
-$1.01M -21,267 Closed
GFPC
619
Global Financial Private Capital
Florida
-$950K -20,046 Closed
IH
620
IFC Holdings
Florida
-$915K -19,322 Closed
PWPCM
621
Perella Weinberg Partners Capital Management
New York
-$847K -17,871 Closed
BAM
622
Belpointe Asset Management
Nevada
-$846K -17,858 Closed
CPO
623
Cerity Partners OCIO
New York
-$779K -16,436 Closed
Verition Fund Management
624
Verition Fund Management
Connecticut
-$728K -15,353 Closed
MA
625
MANA Advisors
New York
-$699K -14,754 Closed

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.