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604 hedge funds and large institutions have $15.1B invested in PACCAR in 2018 Q1 according to their latest regulatory filings, with 84 funds opening new positions, 224 increasing their positions, 193 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more first-time investments, than exits

New positions opened: 84 | Existing positions closed: 72

16% more repeat investments, than reductions

Existing positions increased: 224 | Existing positions reduced: 193

1% more funds holding

Funds holding: 598604 (+6)

0.82% more ownership

Funds ownership: 96.47%97.29% (+0.82%)

2% less call options, than puts

Call options by funds: $77.6M | Put options by funds: $79.4M

6% less capital invested

Capital invested by funds: $16.1B → $15.1B (-$969M)

20% less funds holding in top 10

Funds holding in top 10: 108 (-2)

Holders
604
Holders Change
+6
Holders Change %
+1%
% of All Funds
13.84%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.18%
New
84
Increased
224
Reduced
193
Closed
72
Calls
$77.6M
Puts
$79.4M
Net Calls
-$1.76M
Net Calls Change
+$2.48M
Name Holding Trade Value Shares
Change
Change in
Stake
Los Angeles Capital Management
201
Los Angeles Capital Management
California
$3.54M -$82.3K -1,740 -2%
EFIC
202
Eliot Finkel Investment Counsel
California
$3.54M -$101K -2,145 -3%
DnB Asset Management
203
DnB Asset Management
Norway
$3.44M +$404K +8,550 +12%
SEI Investments
204
SEI Investments
Pennsylvania
$3.42M +$2.05M +43,303 +127%
M&T Bank
205
M&T Bank
New York
$3.37M -$284 -6 -0%
AIM
206
Achmea Investment Management
Netherlands
$3.36M
BJL
207
Brighton Jones LLC
Washington
$3.35M -$4.97K -105 -0.1%
NAM
208
Nissay Asset Management
Japan
$3.32M -$250K -5,289 -7%
AIMCA
209
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$3.31M +$3.55M +75,150 New
MSA
210
Mason Street Advisors
Wisconsin
$3.24M +$3.83K +81 +0.1%
Mitsubishi UFJ Asset Management
211
Mitsubishi UFJ Asset Management
Japan
$3.22M -$377K -7,962 -10%
BEAM
212
Baker Ellis Asset Management
Washington
$3.22M +$3.46M +73,065 New
HIM
213
Harbour Investment Management
Washington
$3.21M -$103K -2,175 -3%
UF
214
Univest Financial
Pennsylvania
$3.14M +$3.37M +71,145 New
EF
215
Empowered Funds
Pennsylvania
$3.03M +$3.34M +70,532 New
CWM
216
CIBC World Markets
New York
$3.02M -$3.66M -77,332 -53%
JMPWA
217
JP Morgan Private Wealth Advisors
California
$3.01M +$1.36M +28,846 +73%
RJFSA
218
Raymond James Financial Services Advisors
Florida
$3M +$835K +17,658 +35%
MOACM
219
Mutual of America Capital Management
New York
$2.99M -$10.1K -213 -0.3%
Bank of Nova Scotia
220
Bank of Nova Scotia
Ontario, Canada
$2.96M -$732K -15,475 -19%
HAI
221
Hennessy Advisors Inc
California
$2.94M +$3.15M +66,600 New
TCM
222
Twin Capital Management
Pennsylvania
$2.93M +$3.14M +66,390 New
CIBC Asset Management
223
CIBC Asset Management
Ontario, Canada
$2.92M -$32.5K -688 -1%
FA
224
FDx Advisors
Illinois
$2.91M +$3.12M +65,922 New
FCM
225
Flinton Capital Management
Pennsylvania
$2.89M +$673K +14,232 +28%

PCAR Hedge Fund Activity: Q1 2018 in Review

604 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in PACCAR (PCAR) for Q1 2018, worth a combined $15.1B — down 6% from $16.1B a quarter earlier.

Buyers outnumbered sellers: 84 funds opened new PCAR positions and 72 closed out — a net gain of 12 holders — while 224 added to existing stakes and 193 trimmed.

The largest buyer was London Company of Virginia, opening a new position worth an estimated $202M. The largest seller was Bank of America, cutting an estimated $130M.

  • 604 institutional investors held PACCAR (PCAR) as of Q1 2018, up from 598 in Q4 2017.
  • Funds reported $15.1B of PACCAR stock for Q1 2018, down 6% quarter-over-quarter.
  • 84 funds opened new PACCAR positions in Q1 2018 and 72 closed out, a net change of +12 holders.
  • The largest PACCAR buyer in Q1 2018 was London Company of Virginia, an estimated $202M added.
  • The largest PACCAR seller in Q1 2018 was Bank of America, an estimated $130M sold.

Based on aggregated 13F filings for Q1 2018.