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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
Baillie Gifford & Co
101
Baillie Gifford & Co
United Kingdom
$13.2M +$1.4M +34,620 +13%
Ohio Public Employees Retirement System (OPERS)
102
Ohio Public Employees Retirement System (OPERS)
Ohio
$13.2M +$620K +15,374 +6%
HSBC Holdings
103
HSBC Holdings
United Kingdom
$13.2M +$1.84M +45,745 +17%
VOYA Investment Management
104
VOYA Investment Management
Georgia
$12.9M -$460K -11,414 -4%
SLAM
105
Swiss Life Asset Management
$12.8M +$5.25M +130,091 +76%
PAMU
106
Pictet Asset Management (UK)
United Kingdom
$11.9M -$145K -3,600 -1%
AG
107
Aperio Group
California
$11.5M -$1.63M -40,368 -13%
MLICM
108
Metropolitan Life Insurance Company (MetLife)
New York
$11.3M -$326K -8,085 -3%
USAA
109
United Services Automobile Association
Texas
$11.3M +$222K +5,503 +2%
AIG
110
American International Group
New York
$11.3M -$368K -9,123 -3%
Brown Advisory
111
Brown Advisory
Maryland
$11.2M -$994K -24,661 -9%
BCIM
112
British Columbia Investment Management
British Columbia, Canada
$10.9M +$1.03M +25,480 +11%
Barclays
113
Barclays
United Kingdom
$10.9M -$2.27M -56,191 -18%
CAI
114
Capital Advisors Inc
Oklahoma
$10.8M +$779K +19,311 +8%
Nisa Investment Advisors
115
Nisa Investment Advisors
Missouri
$10.6M -$42.9K -1,065 -0.4%
AAM
116
Advisors Asset Management
Colorado
$10.6M -$260K -6,438 -3%
State of Wisconsin Investment Board
117
State of Wisconsin Investment Board
Wisconsin
$10.5M -$1.87M -46,318 -16%
Stifel Financial
118
Stifel Financial
Missouri
$10.5M -$1.17M -29,032 -11%
TD Asset Management
119
TD Asset Management
Ontario, Canada
$10.2M -$1.58M -39,119 -14%
MAMU
120
Marathon Asset Management (UK)
United Kingdom
$10M -$80.5K -1,996 -0.8%
FWC
121
First Washington Corp
Washington
$9.21M -$925K -22,926 -10%
Citigroup
122
Citigroup
New York
$8.89M +$7.1M +176,014 +540%
AT
123
AMF Tjänstepension
Sweden
$8.75M -$3.94M -97,759 -32%
SEI Investments
124
SEI Investments
Pennsylvania
$8.43M +$7.31M +181,229 +1,097%
DADC
125
D.A. Davidson & Co
Montana
$8.11M -$523K -12,981 -6%

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.