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604 hedge funds and large institutions have $15.1B invested in PACCAR in 2018 Q1 according to their latest regulatory filings, with 84 funds opening new positions, 224 increasing their positions, 193 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more first-time investments, than exits

New positions opened: 84 | Existing positions closed: 72

16% more repeat investments, than reductions

Existing positions increased: 224 | Existing positions reduced: 193

1% more funds holding

Funds holding: 598604 (+6)

0.82% more ownership

Funds ownership: 96.47%97.29% (+0.82%)

2% less call options, than puts

Call options by funds: $77.6M | Put options by funds: $79.4M

6% less capital invested

Capital invested by funds: $16.1B → $15.1B (-$969M)

20% less funds holding in top 10

Funds holding in top 10: 108 (-2)

Holders
604
Holders Change
+6
Holders Change %
+1%
% of All Funds
13.84%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.18%
New
84
Increased
224
Reduced
193
Closed
72
Calls
$77.6M
Puts
$79.4M
Net Calls
-$1.76M
Net Calls Change
+$2.48M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$1.82B -$129M -2,737,190 -6%
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.71B +$85.7M +1,811,325 +5%
Bank of America
3
Bank of America
North Carolina
$1.14B -$130M -2,750,037 -10%
State Street
4
State Street
Massachusetts
$929M -$36.9M -779,241 -4%
Capital World Investors
5
Capital World Investors
California
$721M
Norges Bank
6
Norges Bank
Norway
$406M +$124M +2,612,589 +40%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$369M -$32.9M -695,343 -8%
FMI
8
Fiduciary Management Inc
Wisconsin
$320M -$87.5M -1,850,463 -20%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$291M +$50.9M +1,076,379 +19%
JP Morgan Chase
10
JP Morgan Chase
New York
$287M +$52.1M +1,100,823 +20%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$286M +$16.1M +339,900 +6%
Northern Trust
12
Northern Trust
Illinois
$275M +$7.62M +161,059 +3%
Invesco
13
Invesco
Georgia
$243M +$21.8M +460,281 +9%
Boston Partners
14
Boston Partners
Massachusetts
$226M +$51.2M +1,081,650 +27%
Deutsche Bank
15
Deutsche Bank
Germany
$221M +$5.81M +122,792 +3%
Wellington Management Group
16
Wellington Management Group
Massachusetts
$209M -$1.12M -23,747 -0.5%
T. Rowe Price Associates
17
T. Rowe Price Associates
Maryland
$208M -$3.1M -65,582 -1%
Victory Capital Management
18
Victory Capital Management
Texas
$208M +$6.92M +146,367 +3%
LCOV
19
London Company of Virginia
Virginia
$188M +$202M +4,272,780 New
Goldman Sachs
20
Goldman Sachs
New York
$184M +$71.6M +1,513,754 +57%
Principal Financial Group
21
Principal Financial Group
Iowa
$179M -$2.04M -43,211 -1%
US Bancorp
22
US Bancorp
Minnesota
$177M +$1.36M +28,737 +0.7%
Dimensional Fund Advisors
23
Dimensional Fund Advisors
Texas
$152M +$8.84M +186,850 +6%
Morgan Stanley
24
Morgan Stanley
New York
$125M -$27.5M -580,626 -17%
Millennium Management
25
Millennium Management
New York
$120M +$32.1M +677,709 +33%

PCAR Hedge Fund Activity: Q1 2018 in Review

604 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in PACCAR (PCAR) for Q1 2018, worth a combined $15.1B — down 6% from $16.1B a quarter earlier.

Buyers outnumbered sellers: 84 funds opened new PCAR positions and 72 closed out — a net gain of 12 holders — while 224 added to existing stakes and 193 trimmed.

The largest buyer was London Company of Virginia, opening a new position worth an estimated $202M. The largest seller was Bank of America, cutting an estimated $130M.

  • 604 institutional investors held PACCAR (PCAR) as of Q1 2018, up from 598 in Q4 2017.
  • Funds reported $15.1B of PACCAR stock for Q1 2018, down 6% quarter-over-quarter.
  • 84 funds opened new PACCAR positions in Q1 2018 and 72 closed out, a net change of +12 holders.
  • The largest PACCAR buyer in Q1 2018 was London Company of Virginia, an estimated $202M added.
  • The largest PACCAR seller in Q1 2018 was Bank of America, an estimated $130M sold.

Based on aggregated 13F filings for Q1 2018.