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529 hedge funds and large institutions have $13.9B invested in PACCAR in 2016 Q4 according to their latest regulatory filings, with 79 funds opening new positions, 163 increasing their positions, 204 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

92.82% more ownership

Funds ownership: 0%92.82% (+93%)

75% more call options, than puts

Call options by funds: $79.8M | Put options by funds: $45.7M

61% more first-time investments, than exits

New positions opened: 79 | Existing positions closed: 49

9% more capital invested

Capital invested by funds: $12.7B → $13.9B (+$1.12B)

5% more funds holding

Funds holding: 506529 (+23)

11% less funds holding in top 10

Funds holding in top 10: 98 (-1)

20% less repeat investments, than reductions

Existing positions increased: 163 | Existing positions reduced: 204

Holders
529
Holders Change
+23
Holders Change %
+4.55%
% of All Funds
13.22%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.2%
New
79
Increased
163
Reduced
204
Closed
49
Calls
$79.8M
Puts
$45.7M
Net Calls
+$34.1M
Net Calls Change
-$16M
Name Holding Trade Value Shares
Change
Change in
Stake
NMIMC
201
Northwestern Mutual Investment Management Company
Wisconsin
$2.57M +$337K +8,360 +16%
Susquehanna International Group
202
Susquehanna International Group
Pennsylvania
$2.56M
CBOA
203
Commonwealth Bank of Australia
Australia
$2.55M +$129K +3,192 +6%
TAF
204
Tredje AP-fonden
Sweden
$2.47M +$547K +13,571 +31%
Los Angeles Capital Management
205
Los Angeles Capital Management
California
$2.46M
RVM
206
Robinson Value Management
Texas
$2.44M +$2.31M +57,185 New
LM
207
Luminus Management
Texas
$2.43M +$2.3M +57,000 New
DnB Asset Management
208
DnB Asset Management
Norway
$2.42M +$151K +3,750 +7%
NMERB
209
New Mexico Educational Retirement Board
New Mexico
$2.4M +$121K +3,000 +6%
HAI
210
Hennessy Advisors Inc
California
$2.36M
OPERF
211
Oregon Public Employees Retirement Fund
Oregon
$2.32M +$5.77K +143 +0.3%
DCM
212
Dynamic Capital Management
Jersey
$2.28M +$1.83M +45,460 +560%
MIM
213
Midwest Investment Management
Ohio
$2.26M -$711K -17,621 -25%
SAM
214
Securian Asset Management
Minnesota
$2.24M +$49.3K +1,222 +2%
IRF
215
IBM Retirement Fund
New York
$2.15M -$13.7K -339 -0.7%
WAM
216
World Asset Management
Michigan
$2.15M -$158K -3,918 -7%
Nomura Holdings
217
Nomura Holdings
Japan
$2.07M +$1.66M +41,111 +562%
JG
218
Jefferies Group
New York
$2.06M +$930K +23,061 +91%
NL
219
NWAM LLC
Washington
$2.03M -$4.76K -118 -0.2%
OPCM
220
Osborne Partners Capital Management
California
$1.97M
SDIC
221
South Dakota Investment Council
South Dakota
$1.97M -$538K -13,350 -22%
PWLP
222
Prio Wealth Limited Partnership
Massachusetts
$1.96M -$3.91K -97 -0.2%
CS
223
Candriam SCA
Luxembourg
$1.94M -$8.51K -211 -0.5%
ZCM
224
Zebra Capital Management
Connecticut
$1.9M -$46.9K -1,164 -3%
CAM
225
Capstone Asset Management
Texas
$1.9M -$185K -4,595 -9%

PCAR Hedge Fund Activity: Q4 2016 in Review

529 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in PACCAR (PCAR) for Q4 2016, worth a combined $13.9B — up 8.8% from $12.7B a quarter earlier.

Buyers outnumbered sellers: 79 funds opened new PCAR positions and 49 closed out — a net gain of 30 holders — while 163 added to existing stakes and 204 trimmed.

The largest buyer was Bank of New York Mellon, adding an estimated $169M. The largest seller was Bank of America, cutting an estimated $122M.

  • 529 institutional investors held PACCAR (PCAR) as of Q4 2016, up from 506 in Q3 2016.
  • Funds reported $13.9B of PACCAR stock for Q4 2016, up 8.8% quarter-over-quarter.
  • 79 funds opened new PACCAR positions in Q4 2016 and 49 closed out, a net change of +30 holders.
  • The largest PACCAR buyer in Q4 2016 was Bank of New York Mellon, an estimated $169M added.
  • The largest PACCAR seller in Q4 2016 was Bank of America, an estimated $122M sold.

Based on aggregated 13F filings for Q4 2016.