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578 hedge funds and large institutions have $13.1B invested in PACCAR in 2020 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 212 increasing their positions, 231 reducing their positions, and 109 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more call options, than puts

Call options by funds: $26.9M | Put options by funds: $18.7M

0% more funds holding in top 10

Funds holding in top 10: 1010 (0)

8% less repeat investments, than reductions

Existing positions increased: 212 | Existing positions reduced: 231

2.87% less ownership

Funds ownership: 96.14%93.27% (-2.9%)

10% less funds holding

Funds holding: 641578 (-63)

25% less capital invested

Capital invested by funds: $17.6B → $13.1B (-$4.41B)

50% less first-time investments, than exits

New positions opened: 55 | Existing positions closed: 109

Holders
578
Holders Change
-63
Holders Change %
-9.83%
% of All Funds
12.74%
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.22%
New
55
Increased
212
Reduced
231
Closed
109
Calls
$26.9M
Puts
$18.7M
Net Calls
+$8.23M
Net Calls Change
-$27.1M
Name Holding Trade Value Shares
Change
Change in
Stake
UCFA
51
United Capital Financial Advisors
Texas
$41.1M +$240K +5,102 +0.5%
CS
52
Credit Suisse
Switzerland
$39.9M +$5.38M +114,394 +13%
MAM
53
Madison Asset Management
Wisconsin
$39.5M +$76.7K +1,630 +0.2%
Alyeska Investment Group
54
Alyeska Investment Group
Illinois
$38.9M +$45M +955,662 New
RhumbLine Advisers
55
RhumbLine Advisers
Massachusetts
$38.2M +$2.98M +63,402 +7%
GLA
56
Great Lakes Advisors
Illinois
$37.4M -$612K -13,004 -1%
California State Teachers Retirement System (CalSTRS)
57
California State Teachers Retirement System (CalSTRS)
California
$36.9M +$2.8M +59,597 +7%
Morgan Stanley
58
Morgan Stanley
New York
$36.7M -$95.6K -2,032 -0.2%
Renaissance Technologies
59
Renaissance Technologies
New York
$36.6M +$41.9M +890,634 +11,928%
VRS
60
Virginia Retirement Systems
Virginia
$33.6M -$7.06K -150 -0%
Barclays
61
Barclays
United Kingdom
$33.6M -$10.3M -219,768 -21%
LSV Asset Management
62
LSV Asset Management
Illinois
$32.9M -$9.89M -210,300 -21%
IAM
63
Impala Asset Management
Florida
$32.7M +$31.8M +675,068 +535%
National Pension Service
64
National Pension Service
South Korea
$32.2M +$537K +11,410 +1%
JIC
65
Johnson Investment Counsel
Ohio
$32M -$6.04M -128,390 -14%
JP Morgan Chase
66
JP Morgan Chase
New York
$31.8M +$11.3M +240,635 +45%
HSBC Holdings
67
HSBC Holdings
United Kingdom
$31.2M -$4.54M -96,455 -11%
PI
68
PGGM Investments
Netherlands
$30.9M
TD Asset Management
69
TD Asset Management
Ontario, Canada
$30.4M +$815K +17,328 +2%
CL
70
CPWM LLC
Washington
$28.2M +$472K +10,032 +1%
New York State Teachers Retirement System (NYSTRS)
71
New York State Teachers Retirement System (NYSTRS)
New York
$28M -$437K -9,300 -1%
State Board of Administration of Florida Retirement System
72
State Board of Administration of Florida Retirement System
Florida
$26.9M +$397K +8,444 +1%
Ameriprise
73
Ameriprise
Minnesota
$26.7M +$11.6M +246,617 +61%
Ensign Peak Advisors
74
Ensign Peak Advisors
Utah
$25.9M -$12.2M -259,275 -29%
Royal London Asset Management
75
Royal London Asset Management
United Kingdom
$25.1M +$1.12M +23,857 +4%

PCAR Hedge Fund Activity: Q1 2020 in Review

578 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in PACCAR (PCAR) for Q1 2020, worth a combined $13.1B — down 25% from $17.6B a quarter earlier.

Sellers outnumbered buyers: 109 funds closed out of PCAR and 55 opened new positions — a net loss of 54 holders — while 231 trimmed existing stakes and 212 added.

The largest buyer was Capital World Investors, adding an estimated $195M. The largest seller was Bank of America, cutting an estimated $203M.

  • 578 institutional investors held PACCAR (PCAR) as of Q1 2020, down from 641 in Q4 2019.
  • Funds reported $13.1B of PACCAR stock for Q1 2020, down 25% quarter-over-quarter.
  • 55 funds opened new PACCAR positions in Q1 2020 and 109 closed out, a net change of -54 holders.
  • The largest PACCAR buyer in Q1 2020 was Capital World Investors, an estimated $195M added.
  • The largest PACCAR seller in Q1 2020 was Bank of America, an estimated $203M sold.

Based on aggregated 13F filings for Q1 2020.