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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
EGA
851
E&G Advisors
Texas
$268K -$90.7K -675 -19%
MCM
852
Manchester Capital Management
Vermont
$268K
MVA
853
Mount Vernon Associates
Maryland
$268K
COF
854
Capital One Financial
Virginia
$268K +$376K +2,799 New
TCA
855
Transcend Capital Advisors
New Jersey
$266K +$17.9K +133 +5%
CFA
856
CWS Financial Advisors
Michigan
$265K
PCM
857
Penserra Capital Management
California
$263K +$211K +1,567 +164%
BWP
858
BSW Wealth Partners
Colorado
$262K +$940 +7 +0.3%
ADL
859
Asset Dedication LLC
California
$262K +$327K +2,432 +772%
OFG
860
Oxford Financial Group
Indiana
$260K +$365K +2,717 New
DAM
861
Delta Asset Management
Tennessee
$258K
AMIM
862
Aull & Monroe Investment Management
Alabama
$257K -$13.4K -100 -4%
BFIM
863
Beese Fulmer Investment Management
Ohio
$255K
BCM
864
Bourgeon Capital Management
Connecticut
$254K -$755K -5,620 -68%
WBG
865
Wharton Business Group
Pennsylvania
$254K
DW
866
Domani Wealth
Pennsylvania
$254K +$11K +82 +3%
IA
867
IFP Advisors
Florida
$253K -$74.6K -555 -19%
AFM
868
Andesa Financial Management
Pennsylvania
$253K -$62.9K -468 -15%
BPA
869
Beacon Pointe Advisors
California
$253K +$355K +2,646 New
WI
870
Wintrust Investments
Illinois
$251K +$13.4K +100 +4%
EF
871
Empirical Finance
Pennsylvania
$251K +$122K +907 +53%
EWM
872
Evermay Wealth Management
Virginia
$250K -$48.4K -360 -12%
CFGS
873
Concourse Financial Group Securities
Alabama
$249K -$328K -2,439 -48%
SNT
874
Security National Trust
West Virginia
$249K -$10.6K -79 -3%
NCM
875
Northside Capital Management
Oregon
$249K

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.