We are live on ! Find out more
PNC icon

PNC Financial Services

1,340 hedge funds and large institutions have $56.6B invested in PNC Financial Services in 2019 Q4 according to their latest regulatory filings, with 204 funds opening new positions, 437 increasing their positions, 461 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

308% more first-time investments, than exits

New positions opened: 204 | Existing positions closed: 50

37% more funds holding in top 10

Funds holding in top 10: 1926 (+7)

13% more capital invested

Capital invested by funds: $50.2B → $56.6B (+$6.47B)

11% more funds holding

Funds holding: 1,2041,340 (+136)

0.46% more ownership

Funds ownership: 80.55%81.01% (+0.46%)

5% less repeat investments, than reductions

Existing positions increased: 437 | Existing positions reduced: 461

18% less call options, than puts

Call options by funds: $397M | Put options by funds: $486M

Holders
1,340
Holders Change
+136
Holders Change %
+11.3%
% of All Funds
26.4%
Holding in Top 10
26
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+36.84%
% of All Funds
0.51%
New
204
Increased
437
Reduced
461
Closed
50
Calls
$397M
Puts
$486M
Net Calls
-$89.5M
Net Calls Change
-$53.4M
Name Holding Trade Value Shares
Change
Change in
Stake
TFA
826
Teamwork Financial Advisors
Texas
$558K +$525K +3,497 New
PHAM
827
Palisades Hudson Asset Management
Florida
$557K
EGA
828
E&G Advisors
Texas
$555K -$90.1K -600 -15%
SCM
829
SOL Capital Management
Maryland
$555K -$3.75K -25 -0.7%
MCM
830
Marathon Capital Management
Maryland
$553K +$520K +3,466 New
LS
831
Livforsakringsbolaget Skandia
Sweden
$552K -$255K -1,700 -33%
FCBT
832
First Citizens Bank & Trust
North Carolina
$552K -$41K -273 -7%
HAG
833
HighPoint Advisor Group
Illinois
$550K +$20.6K +137 +4%
BAC
834
Boys Arnold & Co
North Carolina
$547K +$7.51K +50 +1%
VNA
835
Valley National Advisers
Pennsylvania
$546K
YWP
836
YorkBridge Wealth Partners
New York
$546K +$19.8K +132 +4%
ICM
837
IMS Capital Management
Oregon
$544K -$30.5K -203 -6%
LFA
838
Legend Financial Advisors
Pennsylvania
$544K -$4.65K -31 -0.9%
RICHC
839
Renaissance Investment Consultants Holding Company
Pennsylvania
$543K +$509K +3,390 New
ESB
840
Essex Savings Bank
Connecticut
$542K
OPA
841
Old Port Advisors
Maine
$541K -$4.5K -30 -0.9%
LOAMS
842
Lombard Odier Asset Management (Switzerland)
Switzerland
$541K +$270K +1,799 +113%
SXL
843
Summit X LLC
Missouri
$540K +$4.05K +27 +0.8%
RWP
844
RWA Wealth Partners
Massachusetts
$539K -$6K -40 -1%
AAS
845
Avantax Advisory Services
Texas
$533K +$103K +688 +26%
GFP
846
Gryphon Financial Partners
Ohio
$532K +$501K +3,338 New
CF
847
Centaurus Financial
California
$530K -$38.3K -255 -7%
LFA
848
Lighthouse Financial Advisors
Maryland
$529K +$498K +3,319 New
WPA
849
West Paces Advisors
Georgia
$529K +$172K +1,147 +53%
BWM
850
Buckley Wealth Management
Nevada
$524K -$23.9K -159 -5%