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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
Stifel Financial
126
Stifel Financial
Missouri
$9.6M +$359K +7,964 +4%
Northwestern Mutual Wealth Management
127
Northwestern Mutual Wealth Management
Wisconsin
$8.71M +$2.05M +45,441 +34%
GAM
128
Gotham Asset Management
New York
$8.66M -$1.33M -29,521 -14%
MG
129
Markel Group
Virginia
$8.56M
NFA
130
Nationwide Fund Advisors
Ohio
$8.44M +$158K +3,501 +2%
GIBU
131
Gulf International Bank (UK)
United Kingdom
$8.05M +$264K +5,850 +4%
ACI
132
AMP Capital Investors
Australia
$7.81M +$74.4K +1,650 +1%
SOMRS
133
State of Michigan Retirement System
Michigan
$7.71M -$595K -13,200 -8%
Janus Henderson Group
134
Janus Henderson Group
United Kingdom
$7.67M -$6.09M -134,914 -46%
ASRS
135
Arizona State Retirement System
Arizona
$7.52M +$1.14M +25,242 +19%
Aberdeen Group
136
Aberdeen Group
United Kingdom
$7.5M +$7.01M +155,456 New
DADC
137
D.A. Davidson & Co
Montana
$7.09M -$776K -17,193 -10%
TPSF
138
Texas Permanent School Fund
Texas
$7.04M -$89.5K -1,984 -1%
UB
139
UMB Bank
Missouri
$6.99M +$36.5K +809 +0.6%
State of Tennessee, Department of Treasury
140
State of Tennessee, Department of Treasury
Tennessee
$6.92M -$879K -19,491 -12%
Schroder Investment Management Group
141
Schroder Investment Management Group
United Kingdom
$6.59M -$1.7M -37,596 -22%
FAF
142
Fjarde Ap-fonden
Sweden
$6.41M -$60K -1,330 -1%
DILIC
143
Dai-ichi Life Insurance Company
Japan
$6.39M
PAM
144
Peak Asset Management
Colorado
$6.36M -$130K -2,888 -2%
TCM
145
Tufton Capital Management
Maryland
$6.3M -$82.5K -1,830 -1%
HighTower Advisors
146
HighTower Advisors
Illinois
$6.22M -$199K -4,401 -3%
TYCC
147
Texas Yale Capital Corp
Florida
$6.12M
Neuberger Berman Group
148
Neuberger Berman Group
New York
$6.11M +$5.26M +116,653 +1,166%
TRSOTSOK
149
Teachers Retirement System of the State of Kentucky
Kentucky
$6.1M
KCM
150
Kennedy Capital Management
Missouri
$6.07M -$153K -3,384 -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.