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498 hedge funds and large institutions have $11.5B invested in PACCAR in 2016 Q2 according to their latest regulatory filings, with 54 funds opening new positions, 183 increasing their positions, 175 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

46% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 37

2% more funds holding

Funds holding: 489498 (+9)

5% more repeat investments, than reductions

Existing positions increased: 183 | Existing positions reduced: 175

5% less capital invested

Capital invested by funds: $12.1B → $11.5B (-$564M)

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

27% less call options, than puts

Call options by funds: $87.3M | Put options by funds: $120M

Holders
498
Holders Change
+9
Holders Change %
+1.84%
% of All Funds
13.29%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.16%
New
54
Increased
183
Reduced
175
Closed
37
Calls
$87.3M
Puts
$120M
Net Calls
-$32.7M
Net Calls Change
+$1.44M
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
51
UBS Group
Switzerland
$38.9M -$4.19M -113,889 -9%
California State Teachers Retirement System (CalSTRS)
52
California State Teachers Retirement System (CalSTRS)
California
$38.6M -$632K -17,197 -2%
Wells Fargo
53
Wells Fargo
California
$38.3M +$2.86M +77,887 +8%
MIH
54
Madison Investment Holdings
Wisconsin
$37.4M +$2.93M +79,547 +8%
PPA
55
Parametric Portfolio Associates
Washington
$35.7M +$782K +21,270 +2%
TA
56
Teachers Advisors
New York
$35.6M -$1.46M -39,636 -4%
Adage Capital Partners
57
Adage Capital Partners
Massachusetts
$35.5M +$15.9M +432,608 +73%
CS
58
Credit Suisse
Switzerland
$34M +$1.93M +52,511 +6%
AllianceBernstein
59
AllianceBernstein
Tennessee
$34M +$2.03M +55,287 +6%
New York State Teachers Retirement System (NYSTRS)
60
New York State Teachers Retirement System (NYSTRS)
New York
$31.2M -$4.63K -126 -0%
PI
61
PGGM Investments
Netherlands
$29.1M +$4.19M +113,795 +16%
Prudential Financial
62
Prudential Financial
New Jersey
$29.1M -$637K -17,313 -2%
MTB
63
Mizuho Trust & Banking
Japan
$28.7M -$43.4K -1,180 -0.1%
GC
64
Guggenheim Capital
Illinois
$28.7M +$519K +14,109 +2%
Principal Financial Group
65
Principal Financial Group
Iowa
$28M +$853K +23,184 +3%
RhumbLine Advisers
66
RhumbLine Advisers
Massachusetts
$27.6M -$1.45M -39,477 -5%
State Board of Administration of Florida Retirement System
67
State Board of Administration of Florida Retirement System
Florida
$26.6M +$3.76M +102,255 +15%
Nordea Investment Management
68
Nordea Investment Management
Sweden
$26M +$7.02M +190,809 +34%
Capital Research Global Investors
69
Capital Research Global Investors
California
$25.9M
First Trust Advisors
70
First Trust Advisors
Illinois
$25.3M +$810K +22,020 +3%
Allianz Asset Management
71
Allianz Asset Management
Germany
$22.5M +$1.79M +48,655 +8%
AQR Capital Management
72
AQR Capital Management
Connecticut
$22.2M -$7.23M -196,490 -23%
DS
73
Dudley & Shanley
Florida
$22.1M -$221K -6,000 -0.9%
Two Sigma Investments
74
Two Sigma Investments
New York
$22M +$16.7M +453,953 +250%
GAM
75
Gotham Asset Management
New York
$21.5M +$2.31M +62,831 +11%

PCAR Hedge Fund Activity: Q2 2016 in Review

498 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in PACCAR (PCAR) for Q2 2016, worth a combined $11.5B — down 4.7% from $12.1B a quarter earlier.

Buyers outnumbered sellers: 54 funds opened new PCAR positions and 37 closed out — a net gain of 17 holders — while 183 added to existing stakes and 175 trimmed.

The largest buyer was Bank of America, adding an estimated $73.3M. The largest seller was JP Morgan Chase, cutting an estimated $323M.

  • 498 institutional investors held PACCAR (PCAR) as of Q2 2016, up from 489 in Q1 2016.
  • Funds reported $11.5B of PACCAR stock for Q2 2016, down 4.7% quarter-over-quarter.
  • 54 funds opened new PACCAR positions in Q2 2016 and 37 closed out, a net change of +17 holders.
  • The largest PACCAR buyer in Q2 2016 was Bank of America, an estimated $73.3M added.
  • The largest PACCAR seller in Q2 2016 was JP Morgan Chase, an estimated $323M sold.

Based on aggregated 13F filings for Q2 2016.