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483 hedge funds and large institutions have $15B invested in PACCAR in 2014 Q4 according to their latest regulatory filings, with 79 funds opening new positions, 167 increasing their positions, 167 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

139% more first-time investments, than exits

New positions opened: 79 | Existing positions closed: 33

117% more call options, than puts

Call options by funds: $141M | Put options by funds: $64.8M

50% more funds holding in top 10

Funds holding in top 10: 1015 (+5)

22% more capital invested

Capital invested by funds: $12.3B → $15B (+$2.66B)

9% more funds holding

Funds holding: 445483 (+38)

0% more repeat investments, than reductions

Existing positions increased: 167 | Existing positions reduced: 167

Holders
483
Holders Change
+38
Holders Change %
+8.54%
% of All Funds
12.88%
Holding in Top 10
15
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+50%
% of All Funds
0.4%
New
79
Increased
167
Reduced
167
Closed
33
Calls
$141M
Puts
$64.8M
Net Calls
+$76.1M
Net Calls Change
+$44M
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
1
JP Morgan Chase
New York
$1.72B +$115M +2,652,679 +8%
Bank of America
2
Bank of America
North Carolina
$1.37B -$176M -4,086,519 -12%
Vanguard Group
3
Vanguard Group
Pennsylvania
$1.35B +$64.6M +1,495,799 +5%
State Street
4
State Street
Massachusetts
$1.03B +$29.9M +693,421 +3%
BIT
5
BlackRock Institutional Trust
California
$621M -$1.32M -30,504 -0.2%
FMI
6
Fiduciary Management Inc
Wisconsin
$616M +$29.8M +690,963 +5%
DSA
7
Davis Selected Advisers
Arizona
$545M -$5.13M -118,819 -1%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$391M +$26.6M +616,008 +8%
BFA
9
BlackRock Fund Advisors
California
$331M +$15.3M +355,048 +5%
Northern Trust
10
Northern Trust
Illinois
$298M +$1.79M +41,415 +0.6%
OAMG
11
Odey Asset Management Group
United Kingdom
$293M +$76M +1,760,834 +38%
Norges Bank
12
Norges Bank
Norway
$239M
Capital World Investors
13
Capital World Investors
California
$230M
Invesco
14
Invesco
Georgia
$225M -$23.9M -553,388 -10%
Capital Research Global Investors
15
Capital Research Global Investors
California
$213M -$113M -2,617,500 -36%
BG
16
BlackRock Group
United Kingdom
$208M +$10.8M +249,285 +6%
Hotchkis & Wiley Capital Management
17
Hotchkis & Wiley Capital Management
California
$202M -$37.9M -877,079 -16%
Fidelity Investments
18
Fidelity Investments
Massachusetts
$194M +$128M +2,965,809 +224%
Geode Capital Management
19
Geode Capital Management
Massachusetts
$184M +$7.63M +176,777 +5%
MAA
20
Managed Account Advisors
New Jersey
$175M +$50.6M +1,172,662 +44%
US Bancorp
21
US Bancorp
Minnesota
$165M +$854K +19,770 +0.5%
Wellington Management Group
22
Wellington Management Group
Massachusetts
$141M -$40.2M -931,250 -23%
TCIM
23
TIAA CREF Investment Management
New York
$137M +$29.2M +675,245 +29%
Westfield Capital Management
24
Westfield Capital Management
Massachusetts
$123M +$26.3M +609,788 +29%
EAM
25
Edge Asset Management
Washington
$100M -$974K -22,554 -1%

PCAR Hedge Fund Activity: Q4 2014 in Review

483 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in PACCAR (PCAR) for Q4 2014, worth a combined $15B — up 22% from $12.3B a quarter earlier.

Buyers outnumbered sellers: 79 funds opened new PCAR positions and 33 closed out — a net gain of 46 holders — while 167 added to existing stakes and 167 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $128M. The largest seller was Bank of America, cutting an estimated $176M.

  • 483 institutional investors held PACCAR (PCAR) as of Q4 2014, up from 445 in Q3 2014.
  • Funds reported $15B of PACCAR stock for Q4 2014, up 22% quarter-over-quarter.
  • 79 funds opened new PACCAR positions in Q4 2014 and 33 closed out, a net change of +46 holders.
  • The largest PACCAR buyer in Q4 2014 was Fidelity Investments, an estimated $128M added.
  • The largest PACCAR seller in Q4 2014 was Bank of America, an estimated $176M sold.

Based on aggregated 13F filings for Q4 2014.