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445 hedge funds and large institutions have $12.3B invested in PACCAR in 2014 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 170 increasing their positions, 167 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

70% more call options, than puts

Call options by funds: $77.7M | Put options by funds: $45.7M

25% more funds holding in top 10

Funds holding in top 10: 810 (+2)

2% more repeat investments, than reductions

Existing positions increased: 170 | Existing positions reduced: 167

3% less funds holding

Funds holding: 460445 (-15)

13% less capital invested

Capital invested by funds: $14.2B → $12.3B (-$1.89B)

28% less first-time investments, than exits

New positions opened: 28 | Existing positions closed: 39

Holders
445
Holders Change
-15
Holders Change %
-3.26%
% of All Funds
12.91%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.29%
New
28
Increased
170
Reduced
167
Closed
39
Calls
$77.7M
Puts
$45.7M
Net Calls
+$32M
Net Calls Change
-$15.9M
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
1
JP Morgan Chase
New York
$1.34B +$130M +3,125,601 +10%
Bank of America
2
Bank of America
North Carolina
$1.3B -$30.2M -725,651 -2%
Vanguard Group
3
Vanguard Group
Pennsylvania
$1.07B +$24.6M +590,305 +2%
State Street
4
State Street
Massachusetts
$837M -$9.33M -223,896 -1%
BIT
5
BlackRock Institutional Trust
California
$520M +$2.66M +63,888 +0.5%
FMI
6
Fiduciary Management Inc
Wisconsin
$489M -$13.3M -318,330 -2%
DSA
7
Davis Selected Advisers
Arizona
$460M -$2.23M -53,568 -0.4%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$303M -$42.6M -1,022,754 -11%
Capital Research Global Investors
9
Capital Research Global Investors
California
$278M -$93.5M -2,243,850 -23%
BFA
10
BlackRock Fund Advisors
California
$263M +$10.4M +250,662 +4%
Northern Trust
11
Northern Trust
Illinois
$247M -$6.73M -161,454 -2%
Invesco
12
Invesco
Georgia
$209M -$19.6M -470,416 -8%
Hotchkis & Wiley Capital Management
13
Hotchkis & Wiley Capital Management
California
$202M +$10.1M +241,508 +5%
Norges Bank
14
Norges Bank
Norway
$200M -$219M -5,263,200 -50%
Capital World Investors
15
Capital World Investors
California
$192M
OAMG
16
Odey Asset Management Group
United Kingdom
$178M -$5.11M -122,594 -3%
BG
17
BlackRock Group
United Kingdom
$165M +$2.68M +64,280 +2%
Wellington Management Group
18
Wellington Management Group
Massachusetts
$153M -$30.1M -721,794 -15%
Geode Capital Management
19
Geode Capital Management
Massachusetts
$147M -$949K -22,770 -0.6%
US Bancorp
20
US Bancorp
Minnesota
$137M -$310K -7,430 -0.2%
MAA
21
Managed Account Advisors
New Jersey
$102M +$41M +982,794 +58%
NIMC
22
NWQ Investment Management Company
California
$96.9M -$7.72M -185,334 -7%
TCIM
23
TIAA CREF Investment Management
New York
$88.9M -$4.44M -106,550 -4%
EAM
24
Edge Asset Management
Washington
$84.7M +$12.6M +301,595 +16%
Legal & General Group
25
Legal & General Group
United Kingdom
$83.3M -$1.45M -34,777 -2%

PCAR Hedge Fund Activity: Q3 2014 in Review

445 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in PACCAR (PCAR) for Q3 2014, worth a combined $12.3B — down 13% from $14.2B a quarter earlier.

Sellers outnumbered buyers: 39 funds closed out of PCAR and 28 opened new positions — a net loss of 11 holders — while 167 trimmed existing stakes and 170 added.

The largest buyer was JP Morgan Chase, adding an estimated $130M. The largest seller was Norges Bank, cutting an estimated $219M.

  • 445 institutional investors held PACCAR (PCAR) as of Q3 2014, down from 460 in Q2 2014.
  • Funds reported $12.3B of PACCAR stock for Q3 2014, down 13% quarter-over-quarter.
  • 28 funds opened new PACCAR positions in Q3 2014 and 39 closed out, a net change of -11 holders.
  • The largest PACCAR buyer in Q3 2014 was JP Morgan Chase, an estimated $130M added.
  • The largest PACCAR seller in Q3 2014 was Norges Bank, an estimated $219M sold.

Based on aggregated 13F filings for Q3 2014.