We are live on ! Find out more
PNC icon

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
JIC
826
Joel Isaacson & Co
New York
$301K -$136K -1,012 -24%
BFS
827
Bradley Foster & Sargent
Connecticut
$299K +$12.2K +91 +3%
SM
828
Sciencast Management
New Jersey
$294K -$747K -5,558 -63%
MYAM
829
Meiji Yasuda Asset Management
Japan
$291K -$531K -3,950 -57%
SFP
830
Shepherd Financial Partners
Massachusetts
$290K -$2.34M -17,403 -85%
TFA
831
Teamwork Financial Advisors
Texas
$290K -$63.1K -470 -13%
OPS
832
Orion Portfolio Solutions
Nebraska
$289K -$230K -1,712 -36%
LIM
833
Leavell Investment Management
Alabama
$289K
PWPS
834
Pinnacle Wealth Planning Services
Ohio
$289K +$115K +859 +40%
CCA
835
Cobblestone Capital Advisors
New York
$286K -$33.6K -250 -8%
CWM
836
Chesapeake Wealth Management
Virginia
$284K -$37.3K -278 -9%
FNBT
837
FineMark National Bank & Trust
Florida
$282K -$5.91K -44 -1%
KPW
838
Kore Private Wealth
New York
$280K +$40.4K +301 +11%
CAW
839
Cornerstone Advisors (Washington)
Washington
$276K -$403 -3 -0.1%
HC
840
Henshaw Capital
Massachusetts
$275K +$2.96K +22 +0.8%
APW
841
Acima Private Wealth
Virginia
$275K
GCA
842
Greenwood Capital Associates
South Carolina
$275K +$386K +2,876 New
EM
843
Excalibur Management
Massachusetts
$273K -$11.8K -88 -3%
JWA
844
JFS Wealth Advisors
Pennsylvania
$273K
DJSG
845
D.J. St. Germain
Massachusetts
$270K +$3.76K +28 +1%
KCM
846
Kanawha Capital Management
Virginia
$270K +$33.6K +250 +10%
VFA
847
Valeo Financial Advisors
Indiana
$269K -$43K -320 -11%
Fiera Capital (Canada)
848
Fiera Capital (Canada)
Quebec, Canada
$269K +$32.8K +244 +10%
STB
849
S&T Bank
Pennsylvania
$269K +$39.9K +297 +12%
BCM
850
Bayesian Capital Management
New York
$268K -$260K -1,938 -41%

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.