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PNC Financial Services

869 hedge funds and large institutions have $37.2B invested in PNC Financial Services in 2014 Q1 according to their latest regulatory filings, with 80 funds opening new positions, 319 increasing their positions, 328 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

79% more funds holding in top 10

Funds holding in top 10: 1934 (+15)

60% more first-time investments, than exits

New positions opened: 80 | Existing positions closed: 50

50% more call options, than puts

Call options by funds: $280M | Put options by funds: $186M

12% more capital invested

Capital invested by funds: $33.2B → $37.2B (+$4B)

2% more funds holding

Funds holding: 849869 (+20)

0.3% less ownership

Funds ownership: 80.79%80.49% (-0.3%)

3% less repeat investments, than reductions

Existing positions increased: 319 | Existing positions reduced: 328

Holders
869
Holders Change
+20
Holders Change %
+2.36%
% of All Funds
25.1%
Holding in Top 10
34
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+78.95%
% of All Funds
0.98%
New
80
Increased
319
Reduced
328
Closed
50
Calls
$280M
Puts
$186M
Net Calls
+$93.4M
Net Calls Change
+$122M
Name Holding Trade Value Shares
Change
Change in
Stake
SCA
576
SAC Capital Advisors
Connecticut
$858K -$435K -5,333 -35%
TCM
577
Telos Capital Management
California
$858K -$27.1K -332 -3%
EFS
578
Essex Financial Services
Connecticut
$841K
ACM
579
Atlanta Capital Management
Georgia
$837K -$3.75K -46 -0.5%
LIA
580
LS Investment Advisors
Michigan
$836K +$383K +4,698 +96%
SCA
581
STALEY CAPITAL ADVISERS
Pennsylvania
$834K
MYLI
582
Meiji Yasuda Life Insurance
Japan
$823K -$96.1K -1,178 -11%
CAN
583
Cetera Advisor Networks
California
$816K +$185K +2,272 +32%
WA
584
Wheatland Advisors
Pennsylvania
$815K
FFBTD
585
First Financial Bank - Trust Division
Ohio
$805K +$8.81K +108 +1%
ECM
586
ETrade Capital Management
Virginia
$803K +$73.3K +898 +11%
WEC
587
Winslow Evans & Crocker
Massachusetts
$788K
SAM
588
Symphony Asset Management
California
$787K -$41.3K -506 -5%
NPIT
589
National Penn Investors Trust
Pennsylvania
$768K
TNBTD
590
Trustmark National Bank Trust Department
Mississippi
$768K +$721K +8,828 New
JWA
591
JFS Wealth Advisors
Pennsylvania
$767K
NC
592
Northpointe Capital
Michigan
$763K +$716K +8,776 New
NIP
593
Nicholas Investment Partners
California
$759K +$712K +8,728 New
CIM
594
CIM Investment Management
Pennsylvania
$742K -$17.2K -211 -2%
SACTSONJ
595
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$739K
ACP
596
Aviance Capital Partners
Florida
$738K -$165K -2,018 -19%
SWM
597
SVA Wealth Management
Wisconsin
$735K +$68.4K +838 +11%
WA
598
WFG Advisors
Texas
$719K -$38.6K -473 -5%
CHAM
599
Clear Harbor Asset Management
Connecticut
$707K +$8.81K +108 +1%
TRCT
600
Tower Research Capital (TRC)
New York
$703K -$79.8K -978 -11%

PNC Hedge Fund Activity: Q1 2014 in Review

869 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in PNC Financial Services (PNC) for Q1 2014, worth a combined $37.2B — up 12% from $33.2B a quarter earlier.

Buyers outnumbered sellers: 80 funds opened new PNC positions and 50 closed out — a net gain of 30 holders — while 319 added to existing stakes and 328 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $110M. The largest seller was Fidelity Investments, cutting an estimated $122M.

  • 869 institutional investors held PNC Financial Services (PNC) as of Q1 2014, up from 849 in Q4 2013.
  • Funds reported $37.2B of PNC Financial Services stock for Q1 2014, up 12% quarter-over-quarter.
  • 80 funds opened new PNC Financial Services positions in Q1 2014 and 50 closed out, a net change of +30 holders.
  • The largest PNC Financial Services buyer in Q1 2014 was Wellington Management Group, an estimated $110M added.
  • The largest PNC Financial Services seller in Q1 2014 was Fidelity Investments, an estimated $122M sold.

Based on aggregated 13F filings for Q1 2014.