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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
TC
751
TradeLink Capital
Illinois
$29K +$29.9K +400 New
DAM
752
Delta Asset Management
Tennessee
$28K -$75 -1 -0.3%
TWA
753
TCI Wealth Advisors
Arizona
$28K – – –
HRIA
754
Haberer Registered Investment Advisor
Ohio
$25K – – –
MIC
755
MU Investments Company
Japan
$22K – – –
RA
756
Rational Advisors
New York
$22K – – –
MBT
757
Monroe Bank & Trust
Michigan
$21K -$4.55K -61 -17%
LFR
758
Lehman Financial Resources
Pennsylvania
$20K – – –
IRS
759
Invictus RG (Singapore)
Singapore
$20K +$21K +281 New
AFC
760
AFT Forsyth & Company
Florida
$17K +$11.2K +150 +185%
MUMSS
761
Mitsubishi UFJ Morgan Stanley Securities
Japan
$16K -$32.8K -440 -67%
ATC
762
Adirondack Trust Company
New York
$16K +$9.7K +130 +144%
FWM
763
Focused Wealth Management
New York
$16K +$16.8K +225 New
HF
764
Hoxton Financial
West Virginia
$15K -$3.13K -42 -17%
FPCG
765
Fort Pitt Capital Group
Pennsylvania
$12.7K – – –
PMFA
766
Plante Moran Financial Advisors
Michigan
$11K +$1.19K +16 +12%
HR
767
Howe & Rusling
New York
$10K +$10.1K +135 New
BG
768
Bollard Group
Massachusetts
$10K +$10.2K +136 New
AA
769
AlphaMark Advisors
Kentucky
$8K -$1.42K -19 -14%
FBT
770
Founders Bank & Trust
Michigan
$8K – – –
FNBSF
771
First National Bank Sioux Falls
South Dakota
$7K – – –
ST
772
Spot Trading
Illinois
$7K +$7.17K +96 New
CAW
773
Cornerstone Advisors (Washington)
Washington
$4K – – –
ACM
774
Aviance Capital Management
Florida
$4K +$3.66K +49 New
SMA
775
Simply Money Advisors
Ohio
$3K -$2.84K -38 -51%
29 30
31
32 33

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.