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PNC Financial Services

1,140 hedge funds and large institutions have $33.3B invested in PNC Financial Services in 2020 Q1 according to their latest regulatory filings, with 81 funds opening new positions, 383 increasing their positions, 506 reducing their positions, and 265 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more call options, than puts

Call options by funds: $166M | Put options by funds: $124M

0.04% more ownership

Funds ownership: 81.01%81.05% (+0.04%)

15% less funds holding

Funds holding: 1,3401,140 (-200)

24% less repeat investments, than reductions

Existing positions increased: 383 | Existing positions reduced: 506

41% less capital invested

Capital invested by funds: $56.6B → $33.3B (-$23.3B)

62% less funds holding in top 10

Funds holding in top 10: 2610 (-16)

69% less first-time investments, than exits

New positions opened: 81 | Existing positions closed: 265

Holders
1,140
Holders Change
-200
Holders Change %
-14.93%
% of All Funds
25.12%
Holding in Top 10
10
Holding in Top 10 Change
-16
Holding in Top 10 Change %
-61.54%
% of All Funds
0.22%
New
81
Increased
383
Reduced
506
Closed
265
Calls
$166M
Puts
$124M
Net Calls
+$41.6M
Net Calls Change
+$131M
Name Holding Trade Value Shares
Change
Change in
Stake
RWP
801
RWA Wealth Partners
Massachusetts
$327K +$4.84K +36 +1%
LFA
802
Legend Financial Advisors
Pennsylvania
$326K
DBT
803
Dubuque Bank & Trust
Iowa
$325K +$456K +3,394 New
HH
804
Hilltop Holdings
Texas
$323K +$101K +752 +29%
FCBT
805
First Citizens Bank & Trust
North Carolina
$322K -$13.2K -98 -3%
YWP
806
YorkBridge Wealth Partners
New York
$322K -$7.39K -55 -2%
AAS
807
Avantax Advisory Services
Texas
$322K +$4.43K +33 +1%
DIM
808
DC Investments Management
Virginia
$320K +$122K +908 +37%
SS
809
Sunbelt Securities
Texas
$319K -$7.39M -55,044 -94%
WPW
810
Waldron Private Wealth
Pennsylvania
$319K -$31.8K -237 -7%
PHAM
811
Palisades Hudson Asset Management
Florida
$319K -$20.8K -155 -4%
LFA
812
Lighthouse Financial Advisors
Maryland
$317K -$672 -5 -0.2%
QCM
813
Quest Capital Management
Texas
$316K -$40.2K -299 -8%
AP
814
Appleton Partners
Massachusetts
$315K +$10.1K +75 +2%
BDF
815
Black Diamond Financial
Maryland
$313K
LB
816
Legacy Bridge
Iowa
$312K -$262K -1,948 -37%
SC
817
Savant Capital
Illinois
$310K -$6.04K -45 -1%
MFG
818
Magnus Financial Group
New York
$308K -$125K -928 -22%
MIA
819
MainStreet Investment Advisors
Illinois
$306K +$180K +1,338 +72%
CCA
820
Catalyst Capital Advisors
New York
$306K +$430K +3,200 New
XM
821
XTX Markets
New York
$305K +$428K +3,186 New
RIM
822
Rampart Investment Management
Connecticut
$304K -$287K -2,135 -40%
LA
823
Legacy Advisors
Pennsylvania
$304K +$116K +860 +37%
WPA
824
West Paces Advisors
Georgia
$302K -$20.6K -153 -5%
BW
825
Bison Wealth
Georgia
$301K -$219K -1,628 -34%

PNC Hedge Fund Activity: Q1 2020 in Review

1,140 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in PNC Financial Services (PNC) for Q1 2020, worth a combined $33.3B — down 41% from $56.6B a quarter earlier.

Sellers outnumbered buyers: 265 funds closed out of PNC and 81 opened new positions — a net loss of 184 holders — while 506 trimmed existing stakes and 383 added.

The largest buyer was Bank of America, adding an estimated $127M. The largest seller was APG Asset Management, cutting an estimated $204M.

  • 1,140 institutional investors held PNC Financial Services (PNC) as of Q1 2020, down from 1,340 in Q4 2019.
  • Funds reported $33.3B of PNC Financial Services stock for Q1 2020, down 41% quarter-over-quarter.
  • 81 funds opened new PNC Financial Services positions in Q1 2020 and 265 closed out, a net change of -184 holders.
  • The largest PNC Financial Services buyer in Q1 2020 was Bank of America, an estimated $127M added.
  • The largest PNC Financial Services seller in Q1 2020 was APG Asset Management, an estimated $204M sold.

Based on aggregated 13F filings for Q1 2020.