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529 hedge funds and large institutions have $13.9B invested in PACCAR in 2016 Q4 according to their latest regulatory filings, with 79 funds opening new positions, 163 increasing their positions, 204 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

92.82% more ownership

Funds ownership: 0%92.82% (+93%)

75% more call options, than puts

Call options by funds: $79.8M | Put options by funds: $45.7M

61% more first-time investments, than exits

New positions opened: 79 | Existing positions closed: 49

9% more capital invested

Capital invested by funds: $12.7B → $13.9B (+$1.12B)

5% more funds holding

Funds holding: 506529 (+23)

11% less funds holding in top 10

Funds holding in top 10: 98 (-1)

20% less repeat investments, than reductions

Existing positions increased: 163 | Existing positions reduced: 204

Holders
529
Holders Change
+23
Holders Change %
+4.55%
% of All Funds
13.22%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.2%
New
79
Increased
163
Reduced
204
Closed
49
Calls
$79.8M
Puts
$45.7M
Net Calls
+$34.1M
Net Calls Change
-$16M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$1.89B -$122M -3,037,656 -6%
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.45B -$4.65M -115,199 -0.3%
State Street
3
State Street
Massachusetts
$959M +$34.6M +859,138 +4%
Capital World Investors
4
Capital World Investors
California
$767M
BFA
5
BlackRock Fund Advisors
California
$639M +$32.1M +797,214 +6%
BIT
6
BlackRock Institutional Trust
California
$617M -$10.2M -252,283 -2%
FMI
7
Fiduciary Management Inc
Wisconsin
$467M -$25M -620,495 -5%
JP Morgan Chase
8
JP Morgan Chase
New York
$368M -$119M -2,944,449 -25%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$359M +$169M +4,199,751 +99%
Invesco
10
Invesco
Georgia
$288M -$6.3M -156,211 -2%
Fidelity Investments
11
Fidelity Investments
Massachusetts
$256M +$92.6M +2,296,885 +62%
Northern Trust
12
Northern Trust
Illinois
$254M +$4.9M +121,630 +2%
WRF
13
Waddell & Reed Financial
Kansas
$240M +$157M +3,892,932 +224%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$218M +$2.91M +72,210 +1%
BG
15
BlackRock Group
United Kingdom
$210M +$5.02M +124,391 +3%
US Bancorp
16
US Bancorp
Minnesota
$156M -$469K -11,620 -0.3%
Wellington Management Group
17
Wellington Management Group
Massachusetts
$146M -$5.67M -140,492 -4%
Deutsche Bank
18
Deutsche Bank
Germany
$137M -$6.64M -164,685 -5%
EAM
19
Edge Asset Management
Washington
$129M -$299K -7,410 -0.2%
Dimensional Fund Advisors
20
Dimensional Fund Advisors
Texas
$124M -$3.71M -91,947 -3%
WTB
21
Washington Trust Bank
Washington
$116M
Legal & General Group
22
Legal & General Group
United Kingdom
$103M +$1.42M +35,294 +1%
Charles Schwab
23
Charles Schwab
California
$101M +$1.96M +48,701 +2%
Norges Bank
24
Norges Bank
Norway
$100M -$77.8M -1,930,523 -45%
Goldman Sachs
25
Goldman Sachs
New York
$95.1M -$23.5M -582,606 -21%

PCAR Hedge Fund Activity: Q4 2016 in Review

529 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in PACCAR (PCAR) for Q4 2016, worth a combined $13.9B — up 8.8% from $12.7B a quarter earlier.

Buyers outnumbered sellers: 79 funds opened new PCAR positions and 49 closed out — a net gain of 30 holders — while 163 added to existing stakes and 204 trimmed.

The largest buyer was Bank of New York Mellon, adding an estimated $169M. The largest seller was Bank of America, cutting an estimated $122M.

  • 529 institutional investors held PACCAR (PCAR) as of Q4 2016, up from 506 in Q3 2016.
  • Funds reported $13.9B of PACCAR stock for Q4 2016, up 8.8% quarter-over-quarter.
  • 79 funds opened new PACCAR positions in Q4 2016 and 49 closed out, a net change of +30 holders.
  • The largest PACCAR buyer in Q4 2016 was Bank of New York Mellon, an estimated $169M added.
  • The largest PACCAR seller in Q4 2016 was Bank of America, an estimated $122M sold.

Based on aggregated 13F filings for Q4 2016.