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529 hedge funds and large institutions have $13.9B invested in PACCAR in 2016 Q4 according to their latest regulatory filings, with 79 funds opening new positions, 163 increasing their positions, 204 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

92.82% more ownership

Funds ownership: 0%92.82% (+93%)

75% more call options, than puts

Call options by funds: $79.8M | Put options by funds: $45.7M

61% more first-time investments, than exits

New positions opened: 79 | Existing positions closed: 49

9% more capital invested

Capital invested by funds: $12.7B → $13.9B (+$1.12B)

5% more funds holding

Funds holding: 506529 (+23)

11% less funds holding in top 10

Funds holding in top 10: 98 (-1)

20% less repeat investments, than reductions

Existing positions increased: 163 | Existing positions reduced: 204

Holders
529
Holders Change
+23
Holders Change %
+4.55%
% of All Funds
13.22%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.2%
New
79
Increased
163
Reduced
204
Closed
49
Calls
$79.8M
Puts
$45.7M
Net Calls
+$34.1M
Net Calls Change
-$16M
Name Holding Trade Value Shares
Change
Change in
Stake
AQR Capital Management
51
AQR Capital Management
Connecticut
$40.9M +$11M +273,326 +40%
AAMU
52
AEGON Asset Management (UK)
United Kingdom
$40.7M +$16.8M +416,262 +77%
CS
53
Credit Suisse
Switzerland
$39.1M -$10.7M -264,151 -22%
RhumbLine Advisers
54
RhumbLine Advisers
Massachusetts
$39M +$3.85M +95,552 +12%
AllianceBernstein
55
AllianceBernstein
Tennessee
$38.5M -$2.14M -53,061 -6%
Asset Management One
56
Asset Management One
Japan
$38.1M +$34M +843,011 +1,683%
BJ
57
BlackRock Japan
Japan
$37.6M -$2.23M -55,200 -6%
Adage Capital Partners
58
Adage Capital Partners
Massachusetts
$36.9M +$2.61M +64,650 +8%
New York State Teachers Retirement System (NYSTRS)
59
New York State Teachers Retirement System (NYSTRS)
New York
$36.4M -$620K -15,384 -2%
BAPIM
60
British Airways Pensions Investment Management
United Kingdom
$35.5M -$3.67M -90,925 -10%
PI
61
PGGM Investments
Netherlands
$34.9M -$598K -14,829 -2%
GC
62
Guggenheim Capital
Illinois
$33.2M -$3.37M -83,524 -10%
Principal Financial Group
63
Principal Financial Group
Iowa
$33.2M -$1.23M -30,430 -4%
State Board of Administration of Florida Retirement System
64
State Board of Administration of Florida Retirement System
Florida
$31.9M +$39.2K +973 +0.1%
Lord, Abbett & Co
65
Lord, Abbett & Co
New Jersey
$31.4M +$29.7M +737,087 New
Renaissance Technologies
66
Renaissance Technologies
New York
$30.7M -$15.1M -374,100 -34%
MIH
67
Madison Investment Holdings
Wisconsin
$30M -$7.46M -185,109 -21%
Russell Investments Group
68
Russell Investments Group
United Kingdom
$29.2M +$27.5M +681,183 New
UBS Group
69
UBS Group
Switzerland
$29.1M -$19.3M -478,364 -41%
JIC
70
Johnson Investment Counsel
Ohio
$27.2M +$4.14M +102,774 +19%
DS
71
Dudley & Shanley
Florida
$26.8M -$30.2K -750 -0.1%
SAM
72
Scopus Asset Management
New York
$26.2M +$8.77M +217,500 +55%
Retirement Systems of Alabama
73
Retirement Systems of Alabama
Alabama
$25.9M -$674K -16,714 -3%
Nordea Investment Management
74
Nordea Investment Management
Sweden
$25M -$11.3M -280,348 -32%
CL
75
CPWM LLC
Washington
$24.9M +$4.92M +122,019 +26%

PCAR Hedge Fund Activity: Q4 2016 in Review

529 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in PACCAR (PCAR) for Q4 2016, worth a combined $13.9B — up 8.8% from $12.7B a quarter earlier.

Buyers outnumbered sellers: 79 funds opened new PCAR positions and 49 closed out — a net gain of 30 holders — while 163 added to existing stakes and 204 trimmed.

The largest buyer was Bank of New York Mellon, adding an estimated $169M. The largest seller was Bank of America, cutting an estimated $122M.

  • 529 institutional investors held PACCAR (PCAR) as of Q4 2016, up from 506 in Q3 2016.
  • Funds reported $13.9B of PACCAR stock for Q4 2016, up 8.8% quarter-over-quarter.
  • 79 funds opened new PACCAR positions in Q4 2016 and 49 closed out, a net change of +30 holders.
  • The largest PACCAR buyer in Q4 2016 was Bank of New York Mellon, an estimated $169M added.
  • The largest PACCAR seller in Q4 2016 was Bank of America, an estimated $122M sold.

Based on aggregated 13F filings for Q4 2016.