We are live on ! Find out more
PNC icon

PNC Financial Services

1,351 hedge funds and large institutions have $61.6B invested in PNC Financial Services in 2021 Q1 according to their latest regulatory filings, with 130 funds opening new positions, 473 increasing their positions, 514 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

97% more first-time investments, than exits

New positions opened: 130 | Existing positions closed: 66

76% more call options, than puts

Call options by funds: $592M | Put options by funds: $336M

17% more funds holding in top 10

Funds holding in top 10: 1821 (+3)

17% more capital invested

Capital invested by funds: $52.9B → $61.6B (+$8.74B)

4% more funds holding

Funds holding: 1,2971,351 (+54)

0.55% less ownership

Funds ownership: 83.53%82.99% (-0.55%)

8% less repeat investments, than reductions

Existing positions increased: 473 | Existing positions reduced: 514

Holders
1,351
Holders Change
+54
Holders Change %
+4.16%
% of All Funds
23.72%
Holding in Top 10
21
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+16.67%
% of All Funds
0.37%
New
130
Increased
473
Reduced
514
Closed
66
Calls
$592M
Puts
$336M
Net Calls
+$256M
Net Calls Change
+$227M
Name Holding Trade Value Shares
Change
Change in
Stake
BP
801
Ballentine Partners
Massachusetts
$642K -$161K -978 -21%
SBIA
802
Sheaff Brock Investment Advisors
Indiana
$642K
JMFC
803
J.M. Forbes & Co
Massachusetts
$641K -$1.16K -7 -0.2%
YWP
804
YorkBridge Wealth Partners
New York
$641K +$90.6K +549 +18%
BAM
805
Barrett Asset Management
New York
$637K
PGIM
806
Pacific Global Investment Management
California
$635K +$171K +1,038 +40%
FNFDCM
807
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$630K
B
808
Barings
North Carolina
$628K -$18.5K -112 -3%
IC
809
IEQ Capital
California
$627K +$589K +3,573 New
BFG
810
Beacon Financial Group
Texas
$626K
MCM
811
Marathon Capital Management
Maryland
$626K
SPI
812
Santori & Peters Inc
Pennsylvania
$625K +$4.12K +25 +0.7%
WPW
813
Waldron Private Wealth
Pennsylvania
$624K -$2.64K -16 -0.4%
PCM
814
Penserra Capital Management
California
$622K +$119K +724 +26%
MCM
815
MAI Capital Management
Ohio
$621K +$13.5K +82 +2%
BSW
816
Buckingham Strategic Wealth
Missouri
$619K +$17.3K +105 +3%
AFM
817
Andesa Financial Management
Pennsylvania
$618K +$42.9K +260 +8%
NFG
818
Next Financial Group
Texas
$615K -$13.4K -81 -2%
FRM
819
Fox Run Management
Connecticut
$614K +$577K +3,501 New
SCM
820
SOL Capital Management
Maryland
$610K
QCG
821
Quadrant Capital Group
Ohio
$610K +$176K +1,069 +44%
BCM
822
Becker Capital Management
Oregon
$609K
ACP
823
Aviance Capital Partners
Florida
$606K +$25.2K +153 +5%
OCG
824
Opus Capital Group
Ohio
$603K -$107K -650 -16%
TAM
825
Trust Asset Management
Texas
$603K +$100K +607 +21%

PNC Hedge Fund Activity: Q1 2021 in Review

1,351 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in PNC Financial Services (PNC) for Q1 2021, worth a combined $61.6B — up 17% from $52.9B a quarter earlier.

Buyers outnumbered sellers: 130 funds opened new PNC positions and 66 closed out — a net gain of 64 holders — while 473 added to existing stakes and 514 trimmed.

The largest buyer was Capital Research Global Investors, adding an estimated $624M. The largest seller was T. Rowe Price Associates, cutting an estimated $947M.

  • 1,351 institutional investors held PNC Financial Services (PNC) as of Q1 2021, up from 1,297 in Q4 2020.
  • Funds reported $61.6B of PNC Financial Services stock for Q1 2021, up 17% quarter-over-quarter.
  • 130 funds opened new PNC Financial Services positions in Q1 2021 and 66 closed out, a net change of +64 holders.
  • The largest PNC Financial Services buyer in Q1 2021 was Capital Research Global Investors, an estimated $624M added.
  • The largest PNC Financial Services seller in Q1 2021 was T. Rowe Price Associates, an estimated $947M sold.

Based on aggregated 13F filings for Q1 2021.