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489 hedge funds and large institutions have $12.1B invested in PACCAR in 2016 Q1 according to their latest regulatory filings, with 56 funds opening new positions, 174 increasing their positions, 184 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

17% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 48

1% more funds holding

Funds holding: 483489 (+6)

1% more capital invested

Capital invested by funds: $11.9B → $12.1B (+$154M)

5% less repeat investments, than reductions

Existing positions increased: 174 | Existing positions reduced: 184

33% less call options, than puts

Call options by funds: $68.6M | Put options by funds: $103M

Holders
489
Holders Change
+6
Holders Change %
+1.24%
% of All Funds
13.03%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.19%
New
56
Increased
174
Reduced
184
Closed
48
Calls
$68.6M
Puts
$103M
Net Calls
-$34.2M
Net Calls Change
-$54.4M
Name Holding Trade Value Shares
Change
Change in
Stake
TYCC
151
Texas Yale Capital Corp
Florida
$4.63M
RJA
152
Raymond James & Associates
Florida
$4.59M -$255K -7,608 -6%
V
153
ValueWorks
New York
$4.59M -$1.05M -31,233 -20%
FAF
154
Fjarde Ap-fonden
Sweden
$4.56M +$533K +15,926 +15%
PAM
155
Peak Asset Management
Colorado
$4.46M -$109K -3,258 -3%
SCM
156
Stevens Capital Management
Pennsylvania
$4.42M +$2.41M +72,063 +147%
Public Employees Retirement Association of Colorado
157
Public Employees Retirement Association of Colorado
Colorado
$4.25M +$136K +4,060 +4%
PAM
158
Paradigm Asset Management
New York
$4.21M -$231K -6,900 -6%
AAF
159
Andra AP-fonden
Sweden
$4.1M -$799K -23,850 -17%
SIP
160
Stoneridge Investment Partners
Pennsylvania
$3.9M -$94.2K -2,813 -3%
Federated Hermes
161
Federated Hermes
Pennsylvania
$3.77M -$2.92M -87,056 -46%
OPERF
162
Oregon Public Employees Retirement Fund
Oregon
$3.62M +$191K +5,694 +6%
URS
163
Utah Retirement Systems
Utah
$3.48M +$5.02K +150 +0.2%
BA
164
Bristlecone Advisors
Washington
$3.47M +$182K +5,424 +6%
Skandinaviska Enskilda Banken (SEB)
165
Skandinaviska Enskilda Banken (SEB)
Sweden
$3.36M -$80.4K -2,400 -3%
Canada Pension Plan Investment Board
166
Canada Pension Plan Investment Board
Ontario, Canada
$3.35M +$759K +22,650 +33%
LCM
167
Landscape Capital Management
New Jersey
$3.3M +$2.23M +66,720 +282%
EFIC
168
Eliot Finkel Investment Counsel
California
$3.27M
Axa
169
Axa
France
$3.17M
HIM
170
Harbour Investment Management
Washington
$3.15M -$31.9K -952 -1%
Public Sector Pension Investment Board (PSP Investments)
171
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$3.11M -$1.65M -49,200 -37%
JHIU
172
Janus Henderson Investors US
Colorado
$2.98M -$3.05K -91 -0.1%
Mitsubishi UFJ Asset Management
173
Mitsubishi UFJ Asset Management
Japan
$2.9M +$219K +6,544 +9%
BA
174
Bridgewater Associates
Connecticut
$2.85M -$3.32M -99,200 -56%
LSC
175
Lesa Sroufe & Co
Washington
$2.81M +$80.4K +2,399 +3%

PCAR Hedge Fund Activity: Q1 2016 in Review

489 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in PACCAR (PCAR) for Q1 2016, worth a combined $12.1B — up 1.3% from $11.9B a quarter earlier.

Buyers outnumbered sellers: 56 funds opened new PCAR positions and 48 closed out — a net gain of 8 holders — while 174 added to existing stakes and 184 trimmed.

The largest buyer was Royal London Asset Management, adding an estimated $229M. The largest seller was JP Morgan Chase, cutting an estimated $197M.

  • 489 institutional investors held PACCAR (PCAR) as of Q1 2016, up from 483 in Q4 2015.
  • Funds reported $12.1B of PACCAR stock for Q1 2016, up 1.3% quarter-over-quarter.
  • 56 funds opened new PACCAR positions in Q1 2016 and 48 closed out, a net change of +8 holders.
  • The largest PACCAR buyer in Q1 2016 was Royal London Asset Management, an estimated $229M added.
  • The largest PACCAR seller in Q1 2016 was JP Morgan Chase, an estimated $197M sold.

Based on aggregated 13F filings for Q1 2016.