PACCAR
PCAR
609 hedge funds and large institutions have $15B invested in PACCAR in 2018 Q3 according to their latest regulatory filings, with 89 funds opening new positions, 215 increasing their positions, 201 reducing their positions, and 53 closing their positions.
68% more first-time investments, than exits
New positions opened: 89 | Existing positions closed: 53
20% more funds holding in top 10
Funds holding in top 10: 5 → 6 (+1)
9% more capital invested
Capital invested by funds: $13.7B → $15B (+$1.27B)
6% more funds holding
Funds holding: 577 → 609 (+32)
7% more repeat investments, than reductions
Existing positions increased: 215 | Existing positions reduced: 201
0.31% less ownership
Funds ownership: 94.55% → 94.24% (-0.31%)
3% less call options, than puts
Call options by funds: $60.9M | Put options by funds: $62.5M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of New York Mellon
New York
|
+$99.7M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$86.4M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$82.7M |
| 4 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$81.2M |
| 5 |
LCOV
London Company of Virginia
Richmond,
Virginia
|
+$65.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
-$245M |
| 2 |
BlackRock
New York
|
-$176M |
| 3 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$62.3M |
| 4 |
Two Sigma Advisers
New York
|
-$59.2M |
| 5 |
Millennium Management
New York
|
-$52.7M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
IUHSA
651
Itau Unibanco Holding S.A.
Sao Paulo,
Brazil
| – | -$6K | -150 | Closed |
|
|
MPWT
652
MassMutual Private Wealth & Trust
Windsor,
Connecticut
| – | -$6.2K | -150 | Closed |
|
|
JFA
653
JNBA Financial Advisors
Bloomington,
Minnesota
| – | -$5K | -110 | Closed |
|
|
AAP
654
Arax Advisory Partners
Denver,
Colorado
| – | -$3K | -93 | Closed |
|
|
CGI
655
CI Global Investments
Oakland,
California
| – | -$2K | -60 | Closed |
|
|
MFW
656
Mosaic Family Wealth
St. Louis,
Missouri
| – | -$2K | -50 | Closed |
|
|
CFD
657
Creative Financial Designs
Kokomo,
Indiana
| – | +$88 | +2 | New |
|
|
SIS
658
Sound Income Strategies
Ft Lauderdale,
Florida
| – | +$221 | +5 | +167% |
|
|
CIR
659
Clear Investment Research
Alpharetta,
Georgia
| – | +$353 | +8 | New |
|
660
Fidelity International
Hamilton,
Bermuda
| – | +$485 | +11 | New |
|
PCAR Hedge Fund Activity: Q3 2018 in Review
609 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in PACCAR (PCAR) for Q3 2018, worth a combined $15B — up 9.3% from $13.7B a quarter earlier.
Buyers outnumbered sellers: 89 funds opened new PCAR positions and 53 closed out — a net gain of 36 holders — while 215 added to existing stakes and 201 trimmed.
The largest buyer was Bank of New York Mellon, adding an estimated $99.7M. The largest seller was Capital World Investors, cutting an estimated $245M.
- 609 institutional investors held PACCAR (PCAR) as of Q3 2018, up from 577 in Q2 2018.
- Funds reported $15B of PACCAR stock for Q3 2018, up 9.3% quarter-over-quarter.
- 89 funds opened new PACCAR positions in Q3 2018 and 53 closed out, a net change of +36 holders.
- The largest PACCAR buyer in Q3 2018 was Bank of New York Mellon, an estimated $99.7M added.
- The largest PACCAR seller in Q3 2018 was Capital World Investors, an estimated $245M sold.
Based on aggregated 13F filings for Q3 2018.