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PNC Financial Services
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783 hedge funds and large institutions have $31.1B invested in PNC Financial Services in 2013 Q3 according to their latest regulatory filings, with 75 funds opening new positions, 279 increasing their positions, 311 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 75 | Existing positions closed: 50

2% more funds holding

Funds holding: 766 → 783 (+17)

2% more call options, than puts

Call options by funds: $278M | Put options by funds: $271M

0.3% more ownership

Funds ownership: 80.88% → 81.18% (+0.3%)

0% more capital invested

Capital invested by funds: $31.1B → $31.1B (+$5.26M)

10% less repeat investments, than reductions

Existing positions increased: 279 | Existing positions reduced: 311

39% less funds holding in top 10

Funds holding in top 10: 28 → 17 (-11)

Holders
783
Holders Change
+17
Holders Change %
+2.22%
% of All Funds
25.39%
Holding in Top 10
17
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-39.29%
% of All Funds
0.55%
New
75
Increased
279
Reduced
311
Closed
50
Calls
$278M
Puts
$271M
Net Calls
+$6.73M
Net Calls Change
+$24.4M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$212M
2
JP Morgan Chase
JP Morgan Chase
New York
+$137M
3
EAM
Eagle Asset Management
Florida
+$125M
4
EAM
Edge Asset Management
Washington
+$98.8M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$93.5M

Top Sellers

1
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$123M
2
KeyBank National Association
KeyBank National Association
Ohio
-$116M
3
EVM
Eaton Vance Management
Massachusetts
-$106M
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$58.8M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$58.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
ACM
651
Argyle Capital Management
Pennsylvania
$291K – – –
FCCM
652
First City Capital Management
Georgia
$290K – – –
BFIM
653
Beese Fulmer Investment Management
Ohio
$286K – – –
SCM
654
Shelton Capital Management
Colorado
$286K – – –
HC
655
Highmount Capital
New York
$282K – – –
SNT
656
Security National Trust
West Virginia
$271K – – –
LIM
657
Leavell Investment Management
Alabama
$271K +$280K +3,745 New
RT
658
Rockland Trust
Massachusetts
$267K +$7.91K +106 +3%
EA
659
Emerald Advisers
Pennsylvania
$267K +$31.3K +419 +13%
AMIM
660
Aull & Monroe Investment Management
Alabama
$265K – – –
AAM
661
Advisors Asset Management
Colorado
$261K +$36K +482 +15%
RMDI
662
R.M. Davis Inc
Maine
$259K -$20.2K -270 -7%
AG
663
Algert Global
California
$259K +$267K +3,580 New
AWA
664
AmeriServ Wealth Advisors
Pennsylvania
$256K – – –
MIM
665
Montgomery Investment Management
Maryland
$256K – – –
SCM
666
SOL Capital Management
Maryland
$254K -$7.46K -100 -3%
ZDA
667
Zweig-DiMenna Associates
New York
$254K +$261K +3,500 New
CAM
668
Congress Asset Management
Massachusetts
$250K – – –
NAMP
669
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$249K – – –
WCM
670
Weik Capital Management
Pennsylvania
$248K – – –
AA
671
ALPS Advisors
Colorado
$244K +$251K +3,368 New
HPC
672
HM Payson & Co
Maine
$243K – – –
PCM
673
Princeton Capital Management
New Jersey
$242K – – –
EB
674
Eastern Bank
Massachusetts
$239K – – –
TC
675
Telemus Capital
Michigan
$237K +$244K +3,275 New
25 26
27
28 29

PNC Hedge Fund Activity: Q3 2013 in Review

783 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in PNC Financial Services (PNC) for Q3 2013, worth a combined $31.1B — up 0.02% from $31.1B a quarter earlier.

Buyers outnumbered sellers: 75 funds opened new PNC positions and 50 closed out — a net gain of 25 holders — while 279 added to existing stakes and 311 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $212M. The largest seller was Lord, Abbett & Co, cutting an estimated $123M.

  • 783 institutional investors held PNC Financial Services (PNC) as of Q3 2013, up from 766 in Q2 2013.
  • Funds reported $31.1B of PNC Financial Services stock for Q3 2013, up 0.02% quarter-over-quarter.
  • 75 funds opened new PNC Financial Services positions in Q3 2013 and 50 closed out, a net change of +25 holders.
  • The largest PNC Financial Services buyer in Q3 2013 was Fidelity Investments, an estimated $212M added.
  • The largest PNC Financial Services seller in Q3 2013 was Lord, Abbett & Co, an estimated $123M sold.

Based on aggregated 13F filings for Q3 2013.