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PNC Financial Services

1,201 hedge funds and large institutions have $58.5B invested in PNC Financial Services in 2018 Q1 according to their latest regulatory filings, with 117 funds opening new positions, 349 increasing their positions, 529 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

65% more first-time investments, than exits

New positions opened: 117 | Existing positions closed: 71

13% more funds holding in top 10

Funds holding in top 10: 4551 (+6)

3% more funds holding

Funds holding: 1,1651,201 (+36)

8% more call options, than puts

Call options by funds: $227M | Put options by funds: $211M

4% more capital invested

Capital invested by funds: $56.1B → $58.5B (+$2.45B)

0.47% more ownership

Funds ownership: 81.74%82.21% (+0.47%)

34% less repeat investments, than reductions

Existing positions increased: 349 | Existing positions reduced: 529

Holders
1,201
Holders Change
+36
Holders Change %
+3.09%
% of All Funds
27.52%
Holding in Top 10
51
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+13.33%
% of All Funds
1.17%
New
117
Increased
349
Reduced
529
Closed
71
Calls
$227M
Puts
$211M
Net Calls
+$16.2M
Net Calls Change
+$144M
Name Holding Trade Value Shares
Change
Change in
Stake
Cetera Investment Advisers
851
Cetera Investment Advisers
Illinois
$386K +$26.9K +173 +7%
EWA
852
EP Wealth Advisors
California
$385K +$136K +877 +53%
PCM
853
Perritt Capital Management
Illinois
$384K -$932 -6 -0.2%
UBG
854
United Bank (Georgia)
Georgia
$383K
FIM
855
Frontier Investment Management
Texas
$383K -$311K -2,003 -44%
DAM
856
Delta Asset Management
Tennessee
$382K +$277K +1,785 +241%
AWM
857
Avior Wealth Management
Nebraska
$380K +$38K +245 +11%
SXL
858
Summit X LLC
Missouri
$378K +$10.1K +65 +3%
FFA
859
First Foundation Advisors
California
$376K -$258K -1,663 -40%
VNA
860
VNBTrust National Association
Virginia
$376K
BFIM
861
Beese Fulmer Investment Management
Ohio
$375K
LW
862
Linscomb Wealth
Texas
$375K +$15.7K +101 +4%
DWA
863
Douglass Winthrop Advisors
New York
$375K +$16.5K +106 +4%
MCM
864
Maryland Capital Management
Maryland
$374K +$23.9K +154 +7%
VF
865
Virtu Financial
New York
$362K -$672K -4,328 -64%
BI
866
Bredin Investment
Delaware
$358K
PA
867
Parallel Advisors
California
$356K +$3.88K +25 +1%
HB
868
Homrich & Berg
Georgia
$354K +$6.99K +45 +2%
ISL
869
Ingalls & Snyder LLC
New York
$348K -$5.75K -37 -2%
IUHSA
870
Itau Unibanco Holding S.A.
Brazil
$347K -$236K -1,518 -40%
WA
871
WealthTrust-Arizona
Arizona
$347K -$776 -5 -0.2%
CFA
872
Carroll Financial Associates
North Carolina
$346K +$9.94K +64 +3%
NIC
873
Northwest Investment Counselors
Oregon
$345K -$10.1K -65 -3%
S
874
SignatureFD
Georgia
$345K +$621 +4 +0.2%
IBOK
875
Independence Bank of Kentucky
Kentucky
$345K +$7.76K +50 +2%

PNC Hedge Fund Activity: Q1 2018 in Review

1,201 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in PNC Financial Services (PNC) for Q1 2018, worth a combined $58.5B — up 4.4% from $56.1B a quarter earlier.

Buyers outnumbered sellers: 117 funds opened new PNC positions and 71 closed out — a net gain of 46 holders — while 349 added to existing stakes and 529 trimmed.

The largest buyer was Jennison Associates, adding an estimated $630M. The largest seller was Wellington Management Group, cutting an estimated $661M.

  • 1,201 institutional investors held PNC Financial Services (PNC) as of Q1 2018, up from 1,165 in Q4 2017.
  • Funds reported $58.5B of PNC Financial Services stock for Q1 2018, up 4.4% quarter-over-quarter.
  • 117 funds opened new PNC Financial Services positions in Q1 2018 and 71 closed out, a net change of +46 holders.
  • The largest PNC Financial Services buyer in Q1 2018 was Jennison Associates, an estimated $630M added.
  • The largest PNC Financial Services seller in Q1 2018 was Wellington Management Group, an estimated $661M sold.

Based on aggregated 13F filings for Q1 2018.