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PACCAR
PCAR

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: 6 → 7 (+1)

17% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 48

1% more funds holding

Funds holding: 483 → 489 (+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

Top Buyers

1
Royal London Asset Management
Royal London Asset Management
United Kingdom
+$229M
2
BFA
BlackRock Fund Advisors
California
+$172M
3
Bank of America
Bank of America
North Carolina
+$172M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$76.1M
5
Alyeska Investment Group
Alyeska Investment Group
Illinois
+$26.8M

Top Sellers

1
JP Morgan Chase
JP Morgan Chase
New York
-$197M
2
NIMC
NWQ Investment Management Company
California
-$52.8M
3
Citadel Advisors
Citadel Advisors
Florida
-$48.8M
4
FMI
Fiduciary Management Inc
Wisconsin
-$40.8M
5
Renaissance Technologies
Renaissance Technologies
New York
-$32.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
NB
176
Norinchukin Bank
Japan
$2.74M +$1.68M +50,278 +203%
AAM
177
Advisors Asset Management
Colorado
$2.73M +$2.43M +72,416 +2,908%
MIM
178
Midwest Investment Management
Ohio
$2.64M +$72.6K +2,167 +3%
Nomura Asset Management
179
Nomura Asset Management
Japan
$2.63M +$101K +3,011 +4%
EWA
180
Exencial Wealth Advisors
Oklahoma
$2.62M +$2.4M +71,754 New
IRF
181
IBM Retirement Fund
New York
$2.6M -$2M -59,774 -46%
CFB
182
Cullen/Frost Bankers
Texas
$2.6M -$636 -19 -0%
Victory Capital Management
183
Victory Capital Management
Texas
$2.58M +$314K +9,363 +15%
MSA
184
Mason Street Advisors
Wisconsin
$2.56M +$31.5K +939 +1%
SDIC
185
South Dakota Investment Council
South Dakota
$2.49M +$280K +8,370 +14%
EAM
186
EverPoint Asset Management
Connecticut
$2.46M +$2.26M +67,500 New
M&T Bank
187
M&T Bank
New York
$2.39M +$143K +4,264 +7%
Zurich Cantonal Bank
188
Zurich Cantonal Bank
Switzerland
$2.38M +$108K +3,225 +5%
BJL
189
Brighton Jones LLC
Washington
$2.38M +$9.88K +295 +0.5%
TCM
190
Tufton Capital Management
Maryland
$2.37M -$11.5K -342 -0.5%
CIBC Asset Management
191
CIBC Asset Management
Ontario, Canada
$2.36M +$40.3K +1,202 +2%
SCM
192
Summit Capital Management
Washington
$2.35M -$339K -10,109 -14%
Commonwealth Equity Services
193
Commonwealth Equity Services
Massachusetts
$2.32M -$2.98K -89 -0.1%
UCFA
194
United Capital Financial Advisors
Texas
$2.32M -$247K -7,367 -10%
RAM
195
RWC Asset Management
United Kingdom
$2.29M +$241K +7,207 +13%
OTPPB
196
Ontario Teachers' Pension Plan Board
Ontario, Canada
$2.28M -$848K -25,315 -29%
MOACM
197
Mutual of America Capital Management
New York
$2.26M +$72.7K +2,171 +4%
Susquehanna International Group
198
Susquehanna International Group
Pennsylvania
$2.19M -$925K -27,606 -31%
Janus Henderson Group
199
Janus Henderson Group
United Kingdom
$2.16M – – –
GC
200
Grimes & Company
Massachusetts
$2.15M -$25.5K -761 -1%
6 7
8
9 10

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.