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PNC Financial Services
PNC

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
HI
701
Hudock Inc
Pennsylvania
$175K +$70.4K +943 +64%
FMLI
702
Fukoku Mutual Life Insurance
Japan
$166K – – –
WA
703
WealthTrust-Arizona
Arizona
$159K +$149 +2 +0.1%
SF
704
Synovus Financial
Georgia
$159K +$68.2K +914 +71%
FAM
705
Formidable Asset Management
Ohio
$159K +$164K +2,192 New
HCM
706
Highlander Capital Management
New Jersey
$156K – – –
MCM
707
Manchester Capital Management
Vermont
$155K -$6.2K -83 -4%
Northwestern Mutual Wealth Management
708
Northwestern Mutual Wealth Management
Wisconsin
$153K +$1.72K +23 +1%
PAS
709
Partnervest Advisory Services
California
$152K -$86.2K -1,155 -36%
CFA
710
Carroll Financial Associates
North Carolina
$139K – – –
TSW
711
Thompson Siegel & Walmsley
Virginia
$136K -$133K -1,788 -49%
CA
712
CapWealth Advisors
Tennessee
$135K – – –
EFSCE
713
Enterprise Financial Services Corp (EFSC)
Missouri
$135K +$38.7K +518 +38%
LWCFA
714
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$129K – – –
PTC
715
Private Trust Company
Ohio
$128K -$114K -1,528 -46%
OAM
716
Orinda Asset Management
California
$128K +$132K +1,770 New
DADC
717
D.A. Davidson & Co
Montana
$125K -$364K -4,870 -73%
Manulife (Manufacturers Life Insurance)
718
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$121K +$470K +6,291 +0.4%
JIC
719
Joel Isaacson & Co
New York
$116K +$14.9K +200 +14%
MFS
720
MSI Financial Services
Massachusetts
$113K +$12.8K +172 +12%
Carson Wealth (CWM LLC)
721
Carson Wealth (CWM LLC)
Nebraska
$109K +$112K +1,500 New
CBT
722
Central Bank & Trust
Kentucky
$108K +$111K +1,490 New
JWM
723
Jacobus Wealth Management
Wisconsin
$104K – – –
HDIM
724
Hanson & Doremus Investment Management
Vermont
$102K – – –
OIA
725
Optimum Investment Advisors
Illinois
$101K +$105K +1,400 New
27 28
29
30 31

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.