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PNC Financial Services
PNC

Overview Fund Activity

869 hedge funds and large institutions have $37.2B invested in PNC Financial Services in 2014 Q1 according to their latest regulatory filings, with 80 funds opening new positions, 319 increasing their positions, 328 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
869
Holders Change
+20
Holders Change %
+2.36%
% of All Funds
25.12%
Holding in Top 10
34
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+78.95%
% of All Funds
0.98%
New
80
Increased
319
Reduced
328
Closed
50
Calls
$280M
Puts
$186M
Net Calls
+$93.4M
Net Calls Change
+$122M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$117M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$107M
3
DCM
Discovery Capital Management
Connecticut
+$85.9M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$67.6M
5
O
OppenheimerFunds
New York
+$66M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$130M
2
AL
AJO LP
Pennsylvania
-$92.6M
3
American Century Companies
American Century Companies
Missouri
-$82.9M
4
Axa
Axa
France
-$77.7M
5
Citigroup
Citigroup
New York
-$75.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
JFA
801
JNBA Financial Advisors
Minnesota
$87K – – –
DSC
802
Duncker Streett & Co
Missouri
$83K – – –
EP
803
Edinburgh Partners
United Kingdom
$79K – – –
HCP
804
Holt Capital Partners
Texas
$78K – – –
NES
805
New England Securities
New York
$75K +$20.8K +240 +38%
AR
806
Advisory Research
Illinois
$73K +$73K +842 New
LFG
807
LifePlan Financial Group
Ohio
$72K – – –
DIA
808
Davidson Investment Advisors
Montana
$68K – – –
VNB
809
Valley National Bancorp
New York
$66K – – –
CRCP
810
Copper Rock Capital Partners
Massachusetts
$65K – – –
VIA
811
Vantage Investment Advisors
Pennsylvania
$63K – – –
BWFA
812
Baltimore-Washington Financial Advisors
Maryland
$57K -$197K -2,250 -78%
CA
813
CapWealth Advisors
Tennessee
$56K – – –
HFM
814
Hartford Financial Management
Connecticut
$47K – – –
LNB
815
Ledyard National Bank
$45K -$6.99K -80 -13%
FA
816
Financial Advantage
Maryland
$43K – – –
MFBTD
817
MB Financial Bank - Trust Department
Illinois
$41K -$16.6K -191 -29%
FIG
818
Fusion Investment Group
Pennsylvania
$40K +$10.1K +114 +34%
GGPS
819
Gary Goldberg Planning Services
New York
$39K +$39K +454 New
DAM
820
Delta Asset Management
Tennessee
$38K – – –
MSFP
821
Mark Sheptoff Financial Planning
Connecticut
$38K +$38K +439 New
BBPWM
822
Blue Bell Private Wealth Management
Pennsylvania
$35K – – –
SFU
823
Stonehage Fleming (UK)
United Kingdom
$35K +$35K +400 New
TWA
824
TCI Wealth Advisors
Arizona
$34K – – –
FWM
825
Focused Wealth Management
New York
$30K +$10.7K +125 +56%
31 32
33
34 35