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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
FWM
601
Focused Wealth Management
New York
$2K
1IA
602
1834 Investment Advisors
Wisconsin
$2K +$1.63K +35 New
AWM
603
Avior Wealth Management
Nebraska
$2K +$1.67K +36 New
Kayne Anderson Rudnick Investment Management
604
Kayne Anderson Rudnick Investment Management
California
$2K +$1.77K +38 New
CT
605
Chicago Trust
Illinois
$1.12K +$624K +13,431 +135%
VCM
606
Versant Capital Management
Arizona
$1K -$4.74K -102 -74%
HR
607
Howe & Rusling
New York
$1K -$186 -4 -13%
BWM
608
Baystate Wealth Management
Massachusetts
$1K
TNBTD
609
Trustmark National Bank Trust Department
Mississippi
$1K
NR
610
Newfound Research
Massachusetts
$1K +$139 +3 +15%
Fidelity International
611
Fidelity International
Bermuda
$1K +$697 +15 +500%
BL
612
Balentine LLC
Georgia
$1K +$929 +20 New
HPC
613
HM Payson & Co
Maine
$1K +$976 +21 New
RIA
614
Realta Investment Advisors
Delaware
$1K +$1.07K +23 New
MWM
615
Meridian Wealth Management
Kentucky
$430 +$41.8K +900 New
DG
616
Delek Group
Israel
-$9.03M -199,647 Closed
NAMA
617
Nikko Asset Management Americas
New York
-$7.93M -174,579 Closed
KCM
618
Kennedy Capital Management
Missouri
-$4.89M -107,636 Closed
GECH
619
Garnet Equity Capital Holdings
New York
-$3.41M -75,000 Closed
CWM
620
Cordatus Wealth Management
Pennsylvania
-$2.72M -59,853 Closed
AIM
621
Assured Investment Management
New York
-$2.1M -46,254 Closed
SIM
622
Sentry Investment Management
Wisconsin
-$1.43M -31,487 Closed
OI
623
Oakbrook Investments
Illinois
-$1.19M -26,220 Closed
Alyeska Investment Group
624
Alyeska Investment Group
Illinois
-$1.07M -23,532 Closed
Korea Investment Corp
625
Korea Investment Corp
South Korea
-$1.08M -23,250 Closed

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.