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PACCAR

524 hedge funds and large institutions have $16.1B invested in PACCAR in 2017 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 191 increasing their positions, 184 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more call options, than puts

Call options by funds: $70.5M | Put options by funds: $51.9M

10% more capital invested

Capital invested by funds: $14.6B → $16.1B (+$1.47B)

5% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 42

4% more repeat investments, than reductions

Existing positions increased: 191 | Existing positions reduced: 184

0.34% more ownership

Funds ownership: 94.59%94.93% (+0.34%)

0% more funds holding in top 10

Funds holding in top 10: 88 (0)

1% less funds holding

Funds holding: 528524 (-4)

Holders
524
Holders Change
-4
Holders Change %
-0.76%
% of All Funds
13.06%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.2%
New
44
Increased
191
Reduced
184
Closed
42
Calls
$70.5M
Puts
$51.9M
Net Calls
+$18.6M
Net Calls Change
-$53.4M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$2B +$1.89M +41,827 +0.1%
BlackRock
2
BlackRock
New York
$1.95B +$99.3M +2,202,552 +6%
Vanguard Group
3
Vanguard Group
Pennsylvania
$1.76B -$12.2M -270,368 -0.7%
State Street
4
State Street
Massachusetts
$1.04B -$31.9M -708,132 -3%
Capital World Investors
5
Capital World Investors
California
$855M
Bank of New York Mellon
6
Bank of New York Mellon
New York
$489M +$47M +1,041,277 +11%
FMI
7
Fiduciary Management Inc
Wisconsin
$479M -$12.1M -267,156 -3%
Northern Trust
8
Northern Trust
Illinois
$299M +$14.8M +327,779 +6%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$277M +$7.03M +155,964 +3%
Invesco
10
Invesco
Georgia
$254M +$17.6M +391,224 +8%
Fidelity Investments
11
Fidelity Investments
Massachusetts
$249M -$51.4M -1,140,349 -18%
Wellington Management Group
12
Wellington Management Group
Massachusetts
$223M -$2.81M -62,377 -1%
Deutsche Bank
13
Deutsche Bank
Germany
$206M +$13.5M +298,946 +8%
Victory Capital Management
14
Victory Capital Management
Texas
$203M +$9.87M +218,898 +5%
T. Rowe Price Associates
15
T. Rowe Price Associates
Maryland
$196M -$5.39M -119,390 -3%
Norges Bank
16
Norges Bank
Norway
$192M -$4.87M -108,027 -3%
Principal Financial Group
17
Principal Financial Group
Iowa
$178M -$7.47M -165,706 -4%
US Bancorp
18
US Bancorp
Minnesota
$175M -$249K -5,517 -0.2%
Boston Partners
19
Boston Partners
Massachusetts
$156M +$146M +3,234,152 New
JP Morgan Chase
20
JP Morgan Chase
New York
$154M -$113M -2,515,401 -44%
Dimensional Fund Advisors
21
Dimensional Fund Advisors
Texas
$149M +$799K +17,721 +0.6%
WRF
22
Waddell & Reed Financial
Kansas
$146M -$131M -2,912,808 -49%
WTB
23
Washington Trust Bank
Washington
$130M -$413K -9,150 -0.3%
Legal & General Group
24
Legal & General Group
United Kingdom
$127M +$1.87M +41,424 +2%
Goldman Sachs
25
Goldman Sachs
New York
$105M +$4.66M +103,356 +5%

PCAR Hedge Fund Activity: Q3 2017 in Review

524 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in PACCAR (PCAR) for Q3 2017, worth a combined $16.1B — up 10% from $14.6B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new PCAR positions and 42 closed out — a net gain of 2 holders — while 191 added to existing stakes and 184 trimmed.

The largest buyer was Boston Partners, opening a new position worth an estimated $146M. The largest seller was Waddell & Reed Financial, cutting an estimated $131M.

  • 524 institutional investors held PACCAR (PCAR) as of Q3 2017, down from 528 in Q2 2017.
  • Funds reported $16.1B of PACCAR stock for Q3 2017, up 10% quarter-over-quarter.
  • 44 funds opened new PACCAR positions in Q3 2017 and 42 closed out, a net change of +2 holders.
  • The largest PACCAR buyer in Q3 2017 was Boston Partners, an estimated $146M added.
  • The largest PACCAR seller in Q3 2017 was Waddell & Reed Financial, an estimated $131M sold.

Based on aggregated 13F filings for Q3 2017.