We are live on ! Find out more

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
PSUF
651
People's United Financial
Connecticut
-$206K -4,358 Closed
CCA
652
Checchi Capital Advisers
California
-$206K -4,350 Closed
CG
653
Caprock Group
Idaho
-$204K -3,998 Closed
NIM
654
NuWave Investment Management
New Jersey
-$160K -3,387 Closed
EWM
655
Evercore Wealth Management
New York
-$37K -786 Closed
IBOK
656
Independence Bank of Kentucky
Kentucky
-$35K -729 Closed
CA
657
Calton & Associates
Florida
-$25K -504 Closed
TC
658
Telemus Capital
Michigan
-$20K -413 Closed
GBT
659
Grove Bank & Trust
Florida
-$13K -270 Closed
BWA
660
BDO Wealth Advisors
Florida
-$12K -248 Closed
NC
661
NewSquare Capital
Pennsylvania
-$11K -231 Closed
TG
662
TLP Group
Illinois
-$8K -164 Closed
SPI
663
Santori & Peters Inc
Pennsylvania
-$4K -104 Closed
SQA
664
Simon Quick Advisors
New Jersey
-$3K -53 Closed
JIM
665
Jupiter Investment Management
United Kingdom
-$2K -44 Closed
TL
666
TrueWealth LLC
Georgia
-$1K -24 Closed
ST
667
Sageworth Trust
Pennsylvania
-$1K -20 Closed
SWMG
668
Signature Wealth Management Group
Georgia
-$1K -20 Closed
MCM
669
Mainstay Capital Management
Michigan
-$1K -18 Closed
NR
670
Newfound Research
Massachusetts
+$426 +9 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.