We are live on ! Find out more
PCAR icon

PACCAR

524 hedge funds and large institutions have $16.1B invested in PACCAR in 2017 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 191 increasing their positions, 184 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more call options, than puts

Call options by funds: $70.5M | Put options by funds: $51.9M

10% more capital invested

Capital invested by funds: $14.6B → $16.1B (+$1.47B)

5% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 42

4% more repeat investments, than reductions

Existing positions increased: 191 | Existing positions reduced: 184

0.34% more ownership

Funds ownership: 94.59%94.93% (+0.34%)

0% more funds holding in top 10

Funds holding in top 10: 88 (0)

1% less funds holding

Funds holding: 528524 (-4)

Holders
524
Holders Change
-4
Holders Change %
-0.76%
% of All Funds
13.06%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.2%
New
44
Increased
191
Reduced
184
Closed
42
Calls
$70.5M
Puts
$51.9M
Net Calls
+$18.6M
Net Calls Change
-$53.4M
Name Holding Trade Value Shares
Change
Change in
Stake
Baird Financial Group
51
Baird Financial Group
Wisconsin
$46.4M -$1.51M -33,462 -3%
Lord, Abbett & Co
52
Lord, Abbett & Co
New Jersey
$46.3M +$6.28M +139,136 +17%
RhumbLine Advisers
53
RhumbLine Advisers
Massachusetts
$45.1M +$83.9K +1,859 +0.2%
California State Teachers Retirement System (CalSTRS)
54
California State Teachers Retirement System (CalSTRS)
California
$44.1M -$3.31M -73,295 -7%
First Trust Advisors
55
First Trust Advisors
Illinois
$43.9M +$29M +642,342 +240%
AllianceBernstein
56
AllianceBernstein
Tennessee
$41.5M -$382K -8,472 -1%
NSLI
57
Nan Shan Life Insurance
Taiwan
$41.2M +$26.5M +588,000 +220%
Asset Management One
58
Asset Management One
Japan
$41.2M +$522K +11,578 +1%
New York State Teachers Retirement System (NYSTRS)
59
New York State Teachers Retirement System (NYSTRS)
New York
$39.1M -$466K -10,341 -1%
Adage Capital Partners
60
Adage Capital Partners
Massachusetts
$36.7M -$352K -7,800 -1%
HSBC Holdings
61
HSBC Holdings
United Kingdom
$36.1M +$9.26M +205,222 +38%
UBS Group
62
UBS Group
Switzerland
$36.1M +$4.92M +108,973 +17%
State Board of Administration of Florida Retirement System
63
State Board of Administration of Florida Retirement System
Florida
$35.1M +$64.3K +1,425 +0.2%
Korea Investment Corp
64
Korea Investment Corp
South Korea
$34.9M +$8.83M +195,750 +37%
AT
65
AMF Tjänstepension
Sweden
$33.9M +$18.8M +417,428 +146%
CL
66
CPWM LLC
Washington
$33.5M +$4.83M +107,147 +18%
JIC
67
Johnson Investment Counsel
Ohio
$32.5M +$443K +9,817 +1%
O
68
OppenheimerFunds
New York
$32.4M +$5.52M +122,285 +22%
CS
69
Credit Suisse
Switzerland
$31.3M -$2.54M -56,237 -8%
SC
70
Shellback Capital
Massachusetts
$31.3M +$29.3M +648,860 New
MAMU
71
Marathon Asset Management (UK)
United Kingdom
$31.2M -$532K -11,799 -2%
Nordea Investment Management
72
Nordea Investment Management
Sweden
$29.1M +$1.45M +32,217 +6%
ABC
73
Anchor Bolt Capital
Illinois
$28.5M -$3.09M -68,535 -10%
IGIM
74
I.G. Investment Management
Manitoba, Canada
$27.3M +$802K +17,775 +3%
EVM
75
Eaton Vance Management
Massachusetts
$26.8M -$64K -1,418 -0.3%

PCAR Hedge Fund Activity: Q3 2017 in Review

524 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in PACCAR (PCAR) for Q3 2017, worth a combined $16.1B — up 10% from $14.6B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new PCAR positions and 42 closed out — a net gain of 2 holders — while 191 added to existing stakes and 184 trimmed.

The largest buyer was Boston Partners, opening a new position worth an estimated $146M. The largest seller was Waddell & Reed Financial, cutting an estimated $131M.

  • 524 institutional investors held PACCAR (PCAR) as of Q3 2017, down from 528 in Q2 2017.
  • Funds reported $16.1B of PACCAR stock for Q3 2017, up 10% quarter-over-quarter.
  • 44 funds opened new PACCAR positions in Q3 2017 and 42 closed out, a net change of +2 holders.
  • The largest PACCAR buyer in Q3 2017 was Boston Partners, an estimated $146M added.
  • The largest PACCAR seller in Q3 2017 was Waddell & Reed Financial, an estimated $131M sold.

Based on aggregated 13F filings for Q3 2017.