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PACCAR

498 hedge funds and large institutions have $11.5B invested in PACCAR in 2016 Q2 according to their latest regulatory filings, with 54 funds opening new positions, 183 increasing their positions, 175 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

46% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 37

2% more funds holding

Funds holding: 489498 (+9)

5% more repeat investments, than reductions

Existing positions increased: 183 | Existing positions reduced: 175

5% less capital invested

Capital invested by funds: $12.1B → $11.5B (-$564M)

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

27% less call options, than puts

Call options by funds: $87.3M | Put options by funds: $120M

Holders
498
Holders Change
+9
Holders Change %
+1.84%
% of All Funds
13.29%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.16%
New
54
Increased
183
Reduced
175
Closed
37
Calls
$87.3M
Puts
$120M
Net Calls
-$32.7M
Net Calls Change
+$1.44M
Name Holding Trade Value Shares
Change
Change in
Stake
RAM
176
RWC Asset Management
United Kingdom
$2.97M +$849K +23,082 +37%
Victory Capital Management
177
Victory Capital Management
Texas
$2.96M +$555K +15,097 +21%
Skandinaviska Enskilda Banken (SEB)
178
Skandinaviska Enskilda Banken (SEB)
Sweden
$2.89M -$314K -8,550 -9%
Citigroup
179
Citigroup
New York
$2.86M +$2.8M +76,128 +1,147%
Capstone Investment Advisors
180
Capstone Investment Advisors
New York
$2.85M +$2.06M +55,938 +211%
Mitsubishi UFJ Asset Management
181
Mitsubishi UFJ Asset Management
Japan
$2.8M +$54.8K +1,490 +2%
LCM
182
Landscape Capital Management
New Jersey
$2.75M -$403K -10,955 -12%
EWA
183
Exencial Wealth Advisors
Oklahoma
$2.71M +$244K +6,644 +9%
MWM
184
Merriman Wealth Management
Washington
$2.7M +$2.87M +78,093 New
Axa
185
Axa
France
$2.67M -$353K -9,600 -11%
LSC
186
Lesa Sroufe & Co
Washington
$2.64M -$28.6K -779 -1%
JCP
187
Jabre Capital Partners
Switzerland
$2.59M +$2.76M +75,000 New
ZIG
188
Zurich Insurance Group
Switzerland
$2.53M +$1.46M +39,645 +118%
MIM
189
Midwest Investment Management
Ohio
$2.52M +$15.4K +420 +0.6%
Nomura Asset Management
190
Nomura Asset Management
Japan
$2.46M -$44.1K -1,200 -2%
MSA
191
Mason Street Advisors
Wisconsin
$2.45M +$22.3K +606 +0.9%
IRF
192
IBM Retirement Fund
New York
$2.4M -$71.2K -1,936 -3%
M&T Bank
193
M&T Bank
New York
$2.36M +$90.5K +2,460 +4%
JHIU
194
Janus Henderson Investors US
Colorado
$2.28M -$581K -15,794 -19%
CIBC Asset Management
195
CIBC Asset Management
Ontario, Canada
$2.27M +$36.6K +994 +2%
BNP Paribas Financial Markets
196
BNP Paribas Financial Markets
France
$2.25M -$4.1M -111,589 -63%
BJL
197
Brighton Jones LLC
Washington
$2.25M -$6.44K -175 -0.3%
IIM
198
Intact Investment Management
Quebec, Canada
$2.24M +$2.38M +64,800 New
Los Angeles Capital Management
199
Los Angeles Capital Management
California
$2.22M +$1.29M +35,041 +120%
SDIC
200
South Dakota Investment Council
South Dakota
$2.21M -$154K -4,200 -6%

PCAR Hedge Fund Activity: Q2 2016 in Review

498 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in PACCAR (PCAR) for Q2 2016, worth a combined $11.5B — down 4.7% from $12.1B a quarter earlier.

Buyers outnumbered sellers: 54 funds opened new PCAR positions and 37 closed out — a net gain of 17 holders — while 183 added to existing stakes and 175 trimmed.

The largest buyer was Bank of America, adding an estimated $73.3M. The largest seller was JP Morgan Chase, cutting an estimated $323M.

  • 498 institutional investors held PACCAR (PCAR) as of Q2 2016, up from 489 in Q1 2016.
  • Funds reported $11.5B of PACCAR stock for Q2 2016, down 4.7% quarter-over-quarter.
  • 54 funds opened new PACCAR positions in Q2 2016 and 37 closed out, a net change of +17 holders.
  • The largest PACCAR buyer in Q2 2016 was Bank of America, an estimated $73.3M added.
  • The largest PACCAR seller in Q2 2016 was JP Morgan Chase, an estimated $323M sold.

Based on aggregated 13F filings for Q2 2016.