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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
SC
726
Saturna Capital
Washington
$98K – – –
LIA
727
LS Investment Advisors
Michigan
$78K +$34K +455 +73%
PSUF
728
People's United Financial
Connecticut
$75K – – –
AW
729
Alpha Windward
Massachusetts
$73K – – –
JFA
730
JNBA Financial Advisors
Minnesota
$72K – – –
NC
731
NewSquare Capital
Pennsylvania
$72K – – –
PCM
732
Prelude Capital Management
New York
$72K – – –
DSC
733
Duncker Streett & Co
Missouri
$66K – – –
SC
734
StellarOne Corp
Virginia
$65K +$43K +576 +180%
LFG
735
LifePlan Financial Group
Ohio
$60K – – –
DIA
736
Davidson Investment Advisors
Montana
$57K – – –
IMS
737
Index Management Solutions
Pennsylvania
$56K +$57.9K +775 New
CRCP
738
Copper Rock Capital Partners
Massachusetts
$54K – – –
CFSG
739
Community Financial Services Group
Vermont
$48K – – –
BWFA
740
Baltimore-Washington Financial Advisors
Maryland
$47K – – –
CCM
741
Chilton Capital Management
Texas
$45.1K – – –
NES
742
New England Securities
New York
$45K -$4.48K -60 -9%
LNB
743
Ledyard National Bank
$43K +$44.4K +595 New
MFBTD
744
MB Financial Bank - Trust Department
Illinois
$41K -$217K -2,909 -84%
HFM
745
Hartford Financial Management
Connecticut
$39K -$5.9K -79 -13%
FA
746
Financial Advantage
Maryland
$36K -$5.6K -75 -13%
EP
747
Edinburgh Partners
United Kingdom
$36K – – –
PC
748
Polar Capital
United Kingdom
$33.2K +$8.66M +116,050 +34%
MP
749
Manifold Partners
California
$33K -$11.2K -150 -25%
ITIM
750
Indiana Trust & Investment Management
Indiana
$31K +$31.9K +428 New
28 29
30
31 32

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.