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PNC Financial Services

1,351 hedge funds and large institutions have $61.6B invested in PNC Financial Services in 2021 Q1 according to their latest regulatory filings, with 130 funds opening new positions, 473 increasing their positions, 514 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

97% more first-time investments, than exits

New positions opened: 130 | Existing positions closed: 66

76% more call options, than puts

Call options by funds: $592M | Put options by funds: $336M

17% more funds holding in top 10

Funds holding in top 10: 1821 (+3)

17% more capital invested

Capital invested by funds: $52.9B → $61.6B (+$8.74B)

4% more funds holding

Funds holding: 1,2971,351 (+54)

0.55% less ownership

Funds ownership: 83.53%82.99% (-0.55%)

8% less repeat investments, than reductions

Existing positions increased: 473 | Existing positions reduced: 514

Holders
1,351
Holders Change
+54
Holders Change %
+4.16%
% of All Funds
23.72%
Holding in Top 10
21
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+16.67%
% of All Funds
0.37%
New
130
Increased
473
Reduced
514
Closed
66
Calls
$592M
Puts
$336M
Net Calls
+$256M
Net Calls Change
+$227M
Name Holding Trade Value Shares
Change
Change in
Stake
AFS
551
Aft Forsyth & Sober
Florida
$1.78M +$1.11M +6,750 +199%
SFWC
552
Strategic Family Wealth Counselors
New Jersey
$1.78M +$165 +1 +0%
HI
553
Horizon Investments
North Carolina
$1.77M +$1.67M +10,104 New
CCC
554
Cincinnati Casualty Company
Ohio
$1.75M
GFA
555
Gifford Fong Associates
California
$1.75M
SW
556
SteelPeak Wealth
California
$1.75M +$438K +2,655 +36%
CA
557
Cetera Advisors
Colorado
$1.75M -$474K -2,876 -22%
WT
558
Whittier Trust
California
$1.73M -$442K -2,679 -21%
BTWM
559
Baker Tilly Wealth Management
Wisconsin
$1.72M +$838K +5,083 +108%
CCM
560
Canal Capital Management
Virginia
$1.71M +$10.9K +66 +0.7%
LP
561
LMR Partners
United Kingdom
$1.71M +$623K +3,778 +63%
WF
562
Welch & Forbes
Massachusetts
$1.7M -$3.3K -20 -0.2%
WG
563
Winton Group
United Kingdom
$1.69M -$410K -2,487 -20%
CAM
564
Cresset Asset Management
Illinois
$1.69M +$270K +1,634 +20%
EWM
565
Evercore Wealth Management
New York
$1.68M -$115K -699 -7%
WTC
566
WhitTier Trust Company
Nevada
$1.68M +$378K +2,294 +32%
SAM
567
Sompo Asset Management
Japan
$1.67M -$313K -1,900 -17%
DFA
568
Delta Financial Advisors
Louisiana
$1.67M +$495 +3 +0%
BAMF
569
BI Asset Management Fondsmaeglerselskab
Denmark
$1.67M -$94.3K -572 -6%
PTC
570
Private Trust Company
Ohio
$1.67M -$12.2K -74 -0.8%
FCFC
571
First Commonwealth Financial Corp
Pennsylvania
$1.67M
BBVA
572
Banco Bilbao Vizcaya Argentaria
Spain
$1.66M +$14.3K +87 +0.9%
9WM
573
9258 Wealth Management
Ohio
$1.66M -$113K -683 -7%
KPWS
574
Kestra Private Wealth Services
Texas
$1.65M +$143K +870 +10%
HVIA
575
Hudson Valley Investment Advisors
New York
$1.64M -$279K -1,690 -15%

PNC Hedge Fund Activity: Q1 2021 in Review

1,351 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in PNC Financial Services (PNC) for Q1 2021, worth a combined $61.6B — up 17% from $52.9B a quarter earlier.

Buyers outnumbered sellers: 130 funds opened new PNC positions and 66 closed out — a net gain of 64 holders — while 473 added to existing stakes and 514 trimmed.

The largest buyer was Capital Research Global Investors, adding an estimated $624M. The largest seller was T. Rowe Price Associates, cutting an estimated $947M.

  • 1,351 institutional investors held PNC Financial Services (PNC) as of Q1 2021, up from 1,297 in Q4 2020.
  • Funds reported $61.6B of PNC Financial Services stock for Q1 2021, up 17% quarter-over-quarter.
  • 130 funds opened new PNC Financial Services positions in Q1 2021 and 66 closed out, a net change of +64 holders.
  • The largest PNC Financial Services buyer in Q1 2021 was Capital Research Global Investors, an estimated $624M added.
  • The largest PNC Financial Services seller in Q1 2021 was T. Rowe Price Associates, an estimated $947M sold.

Based on aggregated 13F filings for Q1 2021.