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PNC Financial Services

1,140 hedge funds and large institutions have $33.3B invested in PNC Financial Services in 2020 Q1 according to their latest regulatory filings, with 81 funds opening new positions, 383 increasing their positions, 506 reducing their positions, and 265 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more call options, than puts

Call options by funds: $166M | Put options by funds: $124M

0.04% more ownership

Funds ownership: 81.01%81.05% (+0.04%)

15% less funds holding

Funds holding: 1,3401,140 (-200)

24% less repeat investments, than reductions

Existing positions increased: 383 | Existing positions reduced: 506

41% less capital invested

Capital invested by funds: $56.6B → $33.3B (-$23.3B)

62% less funds holding in top 10

Funds holding in top 10: 2610 (-16)

69% less first-time investments, than exits

New positions opened: 81 | Existing positions closed: 265

Holders
1,140
Holders Change
-200
Holders Change %
-14.93%
% of All Funds
25.12%
Holding in Top 10
10
Holding in Top 10 Change
-16
Holding in Top 10 Change %
-61.54%
% of All Funds
0.22%
New
81
Increased
383
Reduced
506
Closed
265
Calls
$166M
Puts
$124M
Net Calls
+$41.6M
Net Calls Change
+$131M
Name Holding Trade Value Shares
Change
Change in
Stake
PFS
676
Prospera Financial Services
Texas
$511K +$16.7K +124 +2%
RIM
677
Redwood Investment Management
Arizona
$509K +$714K +5,317 New
GRP
678
Global Retirement Partners
California
$505K -$254K -1,894 -26%
FANJ
679
Financial Architects (New Jersey)
New Jersey
$503K -$97.5K -726 -12%
BFM
680
Boston Financial Management
Massachusetts
$503K +$22.2K +165 +3%
RSWM
681
Robertson Stephens Wealth Management
California
$500K +$508K +3,782 +263%
IC
682
IEQ Capital
California
$498K +$88K +655 +14%
BWM
683
Buckley Wealth Management
Nevada
$495K +$254K +1,891 +58%
WA
684
Wealth Alliance
New York
$491K +$689K +5,125 New
NSIM
685
North Star Investment Management
Illinois
$490K
AT
686
Arden Trust
Delaware
$490K +$102K +756 +17%
PTC
687
Private Trust Company
Ohio
$487K -$630K -4,691 -48%
SFA
688
Sequoia Financial Advisors
Ohio
$485K -$38.4K -286 -5%
CHAM
689
Clear Harbor Asset Management
Connecticut
$484K -$816K -6,073 -55%
SC
690
Schulhoff & Co
Ohio
$484K +$10.1K +75 +2%
NICM
691
Neo Ivy Capital Management
New York
$481K +$659K +4,905 +3,924%
AF
692
AMG Funds
Connecticut
$479K -$558K -4,155 -45%
LS
693
Livforsakringsbolaget Skandia
Sweden
$474K +$202K +1,500 +43%
SS
694
Simplicity Solutions
Minnesota
$473K -$204K -1,519 -24%
CIP
695
Convergence Investment Partners
Florida
$471K +$482K +3,590 +270%
PCM
696
Parsons Capital Management
Rhode Island
$470K +$35.6K +265 +6%
Rockefeller Capital Management
697
Rockefeller Capital Management
New York
$467K +$105K +782 +19%
BAM
698
Barrett Asset Management
New York
$466K -$152K -1,130 -19%
BP
699
Ballentine Partners
Massachusetts
$462K -$79.3K -590 -11%
AWM
700
Avior Wealth Management
Nebraska
$459K +$121K +900 +23%

PNC Hedge Fund Activity: Q1 2020 in Review

1,140 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in PNC Financial Services (PNC) for Q1 2020, worth a combined $33.3B — down 41% from $56.6B a quarter earlier.

Sellers outnumbered buyers: 265 funds closed out of PNC and 81 opened new positions — a net loss of 184 holders — while 506 trimmed existing stakes and 383 added.

The largest buyer was Bank of America, adding an estimated $127M. The largest seller was APG Asset Management, cutting an estimated $204M.

  • 1,140 institutional investors held PNC Financial Services (PNC) as of Q1 2020, down from 1,340 in Q4 2019.
  • Funds reported $33.3B of PNC Financial Services stock for Q1 2020, down 41% quarter-over-quarter.
  • 81 funds opened new PNC Financial Services positions in Q1 2020 and 265 closed out, a net change of -184 holders.
  • The largest PNC Financial Services buyer in Q1 2020 was Bank of America, an estimated $127M added.
  • The largest PNC Financial Services seller in Q1 2020 was APG Asset Management, an estimated $204M sold.

Based on aggregated 13F filings for Q1 2020.