PACCAR
PCAR
401 hedge funds and large institutions have $12.7B invested in PACCAR in 2013 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 125 increasing their positions, 159 reducing their positions, and 42 closing their positions.
25% more funds holding in top 10
Funds holding in top 10: 8 → 10 (+2)
16% more call options, than puts
Call options by funds: $91.5M | Put options by funds: $78.6M
7% more capital invested
Capital invested by funds: $11.9B → $12.7B (+$777M)
2% less funds holding
Funds holding: 409 → 401 (-8)
14% less first-time investments, than exits
New positions opened: 36 | Existing positions closed: 42
21% less repeat investments, than reductions
Existing positions increased: 125 | Existing positions reduced: 159
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$102M |
| 2 |
OAMG
Odey Asset Management Group
London,
United Kingdom
|
+$90.9M |
| 3 |
State Street
Boston,
Massachusetts
|
+$44M |
| 4 |
JP Morgan Chase
New York
|
+$42M |
| 5 |
Goldman Sachs
New York
|
+$19.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EAM
Edge Asset Management
Seattle,
Washington
|
-$76.5M |
| 2 |
Norges Bank
Oslo,
Norway
|
-$43.4M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
-$33.3M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
-$24.7M |
| 5 |
Teacher Retirement System of Texas
Austin,
Texas
|
-$23.3M |
PCAR Hedge Fund Activity: Q4 2013 in Review
401 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in PACCAR (PCAR) for Q4 2013, worth a combined $12.7B — up 6.5% from $11.9B a quarter earlier.
Sellers outnumbered buyers: 42 funds closed out of PCAR and 36 opened new positions — a net loss of 6 holders — while 159 trimmed existing stakes and 125 added.
The largest buyer was Bank of America, adding an estimated $102M. The largest seller was Edge Asset Management, cutting an estimated $76.5M.
- 401 institutional investors held PACCAR (PCAR) as of Q4 2013, down from 409 in Q3 2013.
- Funds reported $12.7B of PACCAR stock for Q4 2013, up 6.5% quarter-over-quarter.
- 36 funds opened new PACCAR positions in Q4 2013 and 42 closed out, a net change of -6 holders.
- The largest PACCAR buyer in Q4 2013 was Bank of America, an estimated $102M added.
- The largest PACCAR seller in Q4 2013 was Edge Asset Management, an estimated $76.5M sold.
Based on aggregated 13F filings for Q4 2013.