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PNC Financial Services

1,197 hedge funds and large institutions have $43.4B invested in PNC Financial Services in 2018 Q4 according to their latest regulatory filings, with 133 funds opening new positions, 391 increasing their positions, 468 reducing their positions, and 132 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more call options, than puts

Call options by funds: $302M | Put options by funds: $246M

0.8% more ownership

Funds ownership: 80.34%81.14% (+0.8%)

1% more first-time investments, than exits

New positions opened: 133 | Existing positions closed: 132

1% less funds holding

Funds holding: 1,2071,197 (-10)

6% less funds holding in top 10

Funds holding in top 10: 1817 (-1)

15% less capital invested

Capital invested by funds: $50.7B → $43.4B (-$7.36B)

16% less repeat investments, than reductions

Existing positions increased: 391 | Existing positions reduced: 468

Holders
1,197
Holders Change
-10
Holders Change %
-0.83%
% of All Funds
26.67%
Holding in Top 10
17
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.56%
% of All Funds
0.38%
New
133
Increased
391
Reduced
468
Closed
132
Calls
$302M
Puts
$246M
Net Calls
+$55.5M
Net Calls Change
+$2.83M
Name Holding Trade Value Shares
Change
Change in
Stake
PFA
751
Pure Financial Advisors
California
$480K +$5.74K +45 +1%
AWM
752
Alterna Wealth Management
Texas
$480K +$490K +3,843 New
PWP
753
Principle Wealth Partners
Connecticut
$479K +$523K +4,094 New
ARMT
754
Amica Retiree Medical Trust
Rhode Island
$477K
SFS
755
Sowell Financial Services
Arkansas
$477K +$43.3K +339 +9%
CBFP
756
Cedar Brook Financial Partners
Ohio
$476K +$519K +4,070 New
BW
757
Bison Wealth
Georgia
$474K -$11.5K -90 -2%
RT
758
Rockland Trust
Massachusetts
$472K -$255 -2 -0%
NICM
759
Neo Ivy Capital Management
New York
$469K +$512K +4,014 New
VI
760
Versor Investments
New York
$467K -$434K -3,400 -46%
AA
761
ALPS Advisors
Colorado
$466K -$1.23M -9,667 -71%
MCM
762
Monarch Capital Management
Indiana
$465K
SPI
763
Santori & Peters Inc
Pennsylvania
$464K +$511 +4 +0.1%
PFPT
764
Pinnacle Financial Partners (Tennessee)
Tennessee
$464K +$3.19K +25 +0.6%
MA
765
Montag & Associates
Georgia
$463K -$12.8K -100 -2%
GIA
766
GHP Investment Advisors
Colorado
$456K +$189K +1,480 +61%
TAIM
767
TD Ameritrade Investment Management
Nebraska
$456K +$211K +1,656 +74%
AWM
768
Avior Wealth Management
Nebraska
$455K +$180K +1,407 +56%
SBIA
769
Sheaff Brock Investment Advisors
Indiana
$454K
CYG
770
Clean Yield Group
Vermont
$452K +$79.8K +625 +19%
BFEC
771
Benjamin F. Edwards & Company
Missouri
$451K -$766 -6 -0.2%
GCA
772
Gideon Capital Advisors
New York
$450K -$3.73M -29,244 -88%
OPA
773
Old Port Advisors
Maine
$450K +$461K +3,609 New
CIP
774
Convergence Investment Partners
Florida
$449K -$779K -6,101 -61%
WWM
775
Windsor Wealth Management
Indiana
$446K +$16.8K +132 +4%

PNC Hedge Fund Activity: Q4 2018 in Review

1,197 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in PNC Financial Services (PNC) for Q4 2018, worth a combined $43.4B — down 15% from $50.7B a quarter earlier.

Buyers outnumbered sellers: 133 funds opened new PNC positions and 132 closed out — a net gain of 1 holder — while 391 added to existing stakes and 468 trimmed.

The largest buyer was Capital World Investors, adding an estimated $1.24B. The largest seller was Jennison Associates, cutting an estimated $335M.

  • 1,197 institutional investors held PNC Financial Services (PNC) as of Q4 2018, down from 1,207 in Q3 2018.
  • Funds reported $43.4B of PNC Financial Services stock for Q4 2018, down 15% quarter-over-quarter.
  • 133 funds opened new PNC Financial Services positions in Q4 2018 and 132 closed out, a net change of +1 holder.
  • The largest PNC Financial Services buyer in Q4 2018 was Capital World Investors, an estimated $1.24B added.
  • The largest PNC Financial Services seller in Q4 2018 was Jennison Associates, an estimated $335M sold.

Based on aggregated 13F filings for Q4 2018.