We are live on ! Find out more

609 hedge funds and large institutions have $15B invested in PACCAR in 2018 Q3 according to their latest regulatory filings, with 89 funds opening new positions, 215 increasing their positions, 201 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

68% more first-time investments, than exits

New positions opened: 89 | Existing positions closed: 53

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

9% more capital invested

Capital invested by funds: $13.7B → $15B (+$1.27B)

6% more funds holding

Funds holding: 577609 (+32)

7% more repeat investments, than reductions

Existing positions increased: 215 | Existing positions reduced: 201

0.31% less ownership

Funds ownership: 94.55%94.24% (-0.31%)

3% less call options, than puts

Call options by funds: $60.9M | Put options by funds: $62.5M

Holders
609
Holders Change
+32
Holders Change %
+5.55%
% of All Funds
13.92%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.14%
New
89
Increased
215
Reduced
201
Closed
53
Calls
$60.9M
Puts
$62.5M
Net Calls
-$1.66M
Net Calls Change
+$109K
Name Holding Trade Value Shares
Change
Change in
Stake
Brown Advisory
201
Brown Advisory
Maryland
$3.61M -$97.5K -2,210 -3%
MLICM
202
Metropolitan Life Insurance Company (MetLife)
New York
$3.47M -$136K -3,088 -4%
BJL
203
Brighton Jones LLC
Washington
$3.46M +$1.72K +39 +0.1%
PNC Financial Services Group
204
PNC Financial Services Group
Pennsylvania
$3.4M +$424K +9,618 +15%
M&T Bank
205
M&T Bank
New York
$3.39M +$44.6K +1,011 +1%
MSA
206
Mason Street Advisors
Wisconsin
$3.36M -$5.34K -121 -0.2%
BEAM
207
Baker Ellis Asset Management
Washington
$3.32M -$14.6K -330 -0.4%
MAM
208
Meeder Asset Management
Ohio
$3.31M +$2.79M +63,153 +649%
CBOA
209
Commonwealth Bank of Australia
Australia
$3.27M -$99.3K -2,250 -3%
UF
210
Univest Financial
Pennsylvania
$3.25M -$22.9K -519 -0.7%
SB
211
Suntrust Banks
Georgia
$3.25M +$426K +9,662 +16%
EF
212
Empowered Funds
Pennsylvania
$3.25M -$33.5K -759 -1%
CIBC Asset Management
213
CIBC Asset Management
Ontario, Canada
$3.24M +$56K +1,270 +2%
LTFS
214
Ladenburg Thalmann Financial Services
Florida
$3.21M +$1.11M +25,210 +56%
SOADOR
215
State of Alaska Department of Revenue
Alaska
$3.2M +$55.4K +1,256 +2%
Mitsubishi UFJ Asset Management
216
Mitsubishi UFJ Asset Management
Japan
$3.2M -$167K -3,793 -5%
HIM
217
Harbour Investment Management
Washington
$3.2M -$47.3K -1,073 -2%
NB
218
Norinchukin Bank
Japan
$3.17M +$345K +7,828 +13%
HIMCH
219
Hartford Investment Management Co (HIMCO)
Connecticut
$3.17M -$531K -12,042 -15%
SMDAM
220
Sumitomo Mitsui DS Asset Management
Japan
$3M -$1.31M -29,763 -31%
TCM
221
Twin Capital Management
Pennsylvania
$2.99M -$64.2K -1,455 -2%
AG
222
Advisor Group
Arizona
$2.96M +$2.47M +55,995 +608%
AB
223
Amalgamated Bank
New York
$2.95M -$68.7K -1,557 -2%
B
224
BP
United Kingdom
$2.93M +$2.85M +64,500 New
TCM
225
Tufton Capital Management
Maryland
$2.91M -$2.43M -55,110 -46%

PCAR Hedge Fund Activity: Q3 2018 in Review

609 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in PACCAR (PCAR) for Q3 2018, worth a combined $15B — up 9.3% from $13.7B a quarter earlier.

Buyers outnumbered sellers: 89 funds opened new PCAR positions and 53 closed out — a net gain of 36 holders — while 215 added to existing stakes and 201 trimmed.

The largest buyer was Bank of New York Mellon, adding an estimated $99.7M. The largest seller was Capital World Investors, cutting an estimated $245M.

  • 609 institutional investors held PACCAR (PCAR) as of Q3 2018, up from 577 in Q2 2018.
  • Funds reported $15B of PACCAR stock for Q3 2018, up 9.3% quarter-over-quarter.
  • 89 funds opened new PACCAR positions in Q3 2018 and 53 closed out, a net change of +36 holders.
  • The largest PACCAR buyer in Q3 2018 was Bank of New York Mellon, an estimated $99.7M added.
  • The largest PACCAR seller in Q3 2018 was Capital World Investors, an estimated $245M sold.

Based on aggregated 13F filings for Q3 2018.