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PACCAR

506 hedge funds and large institutions have $12.7B invested in PACCAR in 2016 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 172 increasing their positions, 183 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

145% more call options, than puts

Call options by funds: $84.5M | Put options by funds: $34.4M

50% more funds holding in top 10

Funds holding in top 10: 69 (+3)

31% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 42

11% more capital invested

Capital invested by funds: $11.5B → $12.7B (+$1.24B)

2% more funds holding

Funds holding: 498506 (+8)

6% less repeat investments, than reductions

Existing positions increased: 172 | Existing positions reduced: 183

Holders
506
Holders Change
+8
Holders Change %
+1.61%
% of All Funds
13.5%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.24%
New
55
Increased
172
Reduced
183
Closed
42
Calls
$84.5M
Puts
$34.4M
Net Calls
+$50.1M
Net Calls Change
+$82.8M
Name Holding Trade Value Shares
Change
Change in
Stake
LS
101
Livforsakringsbolaget Skandia
Sweden
$12.1M +$5.95M +156,255 +293%
AT
102
AMF Tjänstepension
Sweden
$11.9M +$63.9K +1,680 +0.6%
State of Wisconsin Investment Board
103
State of Wisconsin Investment Board
Wisconsin
$11.5M +$2.35M +61,650 +27%
Marshall Wace
104
Marshall Wace
United Kingdom
$11.5M +$11.1M +292,422 New
Brown Advisory
105
Brown Advisory
Maryland
$11.2M -$5.66M -148,817 -34%
PAMU
106
Pictet Asset Management (UK)
United Kingdom
$11.1M +$268K +7,050 +3%
TD Asset Management
107
TD Asset Management
Ontario, Canada
$10.9M -$166K -4,366 -2%
First Trust Advisors
108
First Trust Advisors
Illinois
$10.9M -$17.3M -455,399 -62%
Baillie Gifford & Co
109
Baillie Gifford & Co
United Kingdom
$10.8M
Ohio Public Employees Retirement System (OPERS)
110
Ohio Public Employees Retirement System (OPERS)
Ohio
$10.8M +$757K +19,897 +8%
Stifel Financial
111
Stifel Financial
Missouri
$10.8M +$1.99M +52,386 +23%
MLICM
112
Metropolitan Life Insurance Company (MetLife)
New York
$10.7M -$76.3K -2,005 -0.7%
AIG
113
American International Group
New York
$10.7M -$224K -5,886 -2%
HSBC Holdings
114
HSBC Holdings
United Kingdom
$10.3M -$1.66M -43,663 -14%
USAA
115
United Services Automobile Association
Texas
$10.2M +$53.4K +1,404 +0.5%
DSA
116
Davis Selected Advisers
Arizona
$10.1M -$195M -5,115,774 -95%
AAM
117
Advisors Asset Management
Colorado
$9.99M +$1.74M +45,678 +22%
Nisa Investment Advisors
118
Nisa Investment Advisors
Missouri
$9.79M -$171K -4,500 -2%
BNP Paribas Financial Markets
119
BNP Paribas Financial Markets
France
$9.46M +$6.71M +176,235 +270%
FWC
120
First Washington Corp
Washington
$9.37M -$57.1K -1,500 -0.6%
MAMU
121
Marathon Asset Management (UK)
United Kingdom
$9.28M -$480K -12,626 -5%
CAI
122
Capital Advisors Inc
Oklahoma
$9.19M +$8.92M +234,473 New
PAM
123
Panagora Asset Management
Massachusetts
$9.16M +$5.39M +141,534 +153%
BCIM
124
British Columbia Investment Management
British Columbia, Canada
$9.06M -$1.24M -32,709 -12%
Caisse de Depot et Placement du Quebec (CDPQ)
125
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$9.05M -$571K -15,000 -6%

PCAR Hedge Fund Activity: Q3 2016 in Review

506 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in PACCAR (PCAR) for Q3 2016, worth a combined $12.7B — up 11% from $11.5B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new PCAR positions and 42 closed out — a net gain of 13 holders — while 172 added to existing stakes and 183 trimmed.

The largest buyer was Bank of America, adding an estimated $136M. The largest seller was Davis Selected Advisers, cutting an estimated $195M.

  • 506 institutional investors held PACCAR (PCAR) as of Q3 2016, up from 498 in Q2 2016.
  • Funds reported $12.7B of PACCAR stock for Q3 2016, up 11% quarter-over-quarter.
  • 55 funds opened new PACCAR positions in Q3 2016 and 42 closed out, a net change of +13 holders.
  • The largest PACCAR buyer in Q3 2016 was Bank of America, an estimated $136M added.
  • The largest PACCAR seller in Q3 2016 was Davis Selected Advisers, an estimated $195M sold.

Based on aggregated 13F filings for Q3 2016.