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PACCAR

618 hedge funds and large institutions have $16.1B invested in PACCAR in 2019 Q2 according to their latest regulatory filings, with 69 funds opening new positions, 236 increasing their positions, 220 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more first-time investments, than exits

New positions opened: 69 | Existing positions closed: 49

6% more capital invested

Capital invested by funds: $15.2B → $16.1B (+$868M)

2% more funds holding

Funds holding: 608618 (+10)

7% more repeat investments, than reductions

Existing positions increased: 236 | Existing positions reduced: 220

0.71% more ownership

Funds ownership: 96.7%97.41% (+0.71%)

6% less call options, than puts

Call options by funds: $35.4M | Put options by funds: $37.7M

25% less funds holding in top 10

Funds holding in top 10: 86 (-2)

Holders
618
Holders Change
+10
Holders Change %
+1.64%
% of All Funds
13.42%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.13%
New
69
Increased
236
Reduced
220
Closed
49
Calls
$35.4M
Puts
$37.7M
Net Calls
-$2.3M
Net Calls Change
-$23.5M
Name Holding Trade Value Shares
Change
Change in
Stake
XK
176
Xact Kapitalforvaltning
Sweden
$5.61M +$183K +3,948 +3%
TRSOTSOK
177
Teachers Retirement System of the State of Kentucky
Kentucky
$5.47M -$350K -7,544 -6%
JMPWA
178
JP Morgan Private Wealth Advisors
California
$5.36M -$878K -18,894 -14%
BPM
179
Bowling Portfolio Management
Ohio
$5.35M +$3.28M +70,554 +170%
Adage Capital Partners
180
Adage Capital Partners
Massachusetts
$5.26M +$5.12M +110,156 New
CWM
181
CIBC World Markets
New York
$5.18M +$990K +21,315 +24%
Victory Capital Management
182
Victory Capital Management
Texas
$5.13M +$970K +20,871 +24%
RJFSA
183
Raymond James Financial Services Advisors
Florida
$5.1M -$86K -1,852 -2%
AIA
184
Affinity Investment Advisors
California
$5.08M -$2.22M -47,878 -31%
FCM
185
Flinton Capital Management
Pennsylvania
$4.91M +$230K +4,944 +5%
MM
186
Midas Management
New York
$4.8M
TPSF
187
Texas Permanent School Fund
Texas
$4.79M -$44.7K -962 -1%
Caisse de Depot et Placement du Quebec (CDPQ)
188
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$4.78M -$481K -10,350 -9%
ASRS
189
Arizona State Retirement System
Arizona
$4.72M -$47.8K -1,029 -1%
Stifel Financial
190
Stifel Financial
Missouri
$4.71M +$51.9K +1,118 +1%
Loomis, Sayles & Company
191
Loomis, Sayles & Company
Massachusetts
$4.68M -$648K -13,951 -12%
QIM
192
Quantitative Investment Management
Virginia
$4.67M +$3.51M +75,519 +340%
Comerica Bank
193
Comerica Bank
Texas
$4.67M +$69.1K +1,488 +2%
URS
194
Utah Retirement Systems
Utah
$4.59M +$15.7K +338 +0.4%
Public Employees Retirement Association of Colorado
195
Public Employees Retirement Association of Colorado
Colorado
$4.58M -$2.28K -49 -0.1%
Twin Tree Management
196
Twin Tree Management
Texas
$4.56M -$4.36M -93,799 -50%
Bank of Nova Scotia
197
Bank of Nova Scotia
Ontario, Canada
$4.55M -$276K -5,933 -6%
EFIC
198
Eliot Finkel Investment Counsel
California
$4.31M
DCM
199
Dupont Capital Management
Delaware
$4.28M -$1.26M -27,183 -23%
Nomura Asset Management
200
Nomura Asset Management
Japan
$4.28M -$35.5K -765 -0.8%

PCAR Hedge Fund Activity: Q2 2019 in Review

618 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in PACCAR (PCAR) for Q2 2019, worth a combined $16.1B — up 5.7% from $15.2B a quarter earlier.

Buyers outnumbered sellers: 69 funds opened new PCAR positions and 49 closed out — a net gain of 20 holders — while 236 added to existing stakes and 220 trimmed.

The largest buyer was BlackRock, adding an estimated $102M. The largest seller was Bank of America, cutting an estimated $182M.

  • 618 institutional investors held PACCAR (PCAR) as of Q2 2019, up from 608 in Q1 2019.
  • Funds reported $16.1B of PACCAR stock for Q2 2019, up 5.7% quarter-over-quarter.
  • 69 funds opened new PACCAR positions in Q2 2019 and 49 closed out, a net change of +20 holders.
  • The largest PACCAR buyer in Q2 2019 was BlackRock, an estimated $102M added.
  • The largest PACCAR seller in Q2 2019 was Bank of America, an estimated $182M sold.

Based on aggregated 13F filings for Q2 2019.