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PNC Financial Services

941 hedge funds and large institutions have $32.6B invested in PNC Financial Services in 2016 Q2 according to their latest regulatory filings, with 49 funds opening new positions, 343 increasing their positions, 382 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

34% more call options, than puts

Call options by funds: $167M | Put options by funds: $125M

5% less capital invested

Capital invested by funds: $34.2B → $32.6B (-$1.55B)

2% less funds holding

Funds holding: 960941 (-19)

3.28% less ownership

Funds ownership: 83.53%80.25% (-3.3%)

10% less repeat investments, than reductions

Existing positions increased: 343 | Existing positions reduced: 382

17% less funds holding in top 10

Funds holding in top 10: 1815 (-3)

18% less first-time investments, than exits

New positions opened: 49 | Existing positions closed: 60

Holders
941
Holders Change
-19
Holders Change %
-1.98%
% of All Funds
25.11%
Holding in Top 10
15
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-16.67%
% of All Funds
0.4%
New
49
Increased
343
Reduced
382
Closed
60
Calls
$167M
Puts
$125M
Net Calls
+$42.6M
Net Calls Change
-$12.6M
Name Holding Trade Value Shares
Change
Change in
Stake
RFWA
876
RPg Family Wealth Advisory
Massachusetts
$44.6K -$12.5K -145 -21%
HIIFS
877
Harel Insurance Investments & Financial Services
Israel
$44K +$46K +535 New
ACS
878
Archford Capital Strategies
Illinois
$43K +$45.1K +525 New
SCA
879
Stuart Chaussee & Associates
California
$39K
FPFS
880
First Personal Financial Services
North Carolina
$38K +$39.6K +461 New
BAM
881
Bruderman Asset Management
New York
$37K
MSFP
882
Mark Sheptoff Financial Planning
Connecticut
$36K
IWMPD
883
Integrated Wealth Management (Palm Desert)
California
$33K
SFFS
884
Stonehage Fleming Financial Services
Jersey
$33K
CHP
885
Cable Hill Partners
Oregon
$33K +$5.5K +64 +19%
HFM
886
Hartford Financial Management
Connecticut
$32K
TWA
887
TCI Wealth Advisors
Arizona
$32K
NCM
888
Nelson Capital Management
California
$32K +$22.8K +265 +212%
MFBTD
889
MB Financial Bank - Trust Department
Illinois
$28K
PFBT
890
Parkside Financial Bank & Trust
Missouri
$27K -$860 -10 -3%
JSAM
891
J. Safra Asset Management
New York
$27K +$28.3K +329 New
AIM
892
Anchor Investment Management
South Carolina
$26K
ZB
893
Zions Bancorporation
Utah
$25K -$10.1K -117 -27%
KT
894
Kanaly Trust
Texas
$25K -$5.5K -64 -17%
GAM
895
Gemmer Asset Management
California
$25K
LWA
896
Lowe Wealth Advisors
Maryland
$25K
WAS
897
WESPAC Advisors SoCal
California
$24.8K +$26.2K +305 New
MFW
898
Mosaic Family Wealth
Missouri
$24K +$1.89K +22 +8%
AWMS
899
Advocacy Wealth Management Services
Georgia
$22K +$258 +3 +1%
SGAM
900
Smith Group Asset Management
Texas
$21K -$34.4K -400 -61%

PNC Hedge Fund Activity: Q2 2016 in Review

941 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in PNC Financial Services (PNC) for Q2 2016, worth a combined $32.6B — down 4.5% from $34.2B a quarter earlier.

Sellers outnumbered buyers: 60 funds closed out of PNC and 49 opened new positions — a net loss of 11 holders — while 382 trimmed existing stakes and 343 added.

The largest buyer was Massachusetts Financial Services, adding an estimated $120M. The largest seller was Royal London Asset Management, cutting an estimated $886M.

  • 941 institutional investors held PNC Financial Services (PNC) as of Q2 2016, down from 960 in Q1 2016.
  • Funds reported $32.6B of PNC Financial Services stock for Q2 2016, down 4.5% quarter-over-quarter.
  • 49 funds opened new PNC Financial Services positions in Q2 2016 and 60 closed out, a net change of -11 holders.
  • The largest PNC Financial Services buyer in Q2 2016 was Massachusetts Financial Services, an estimated $120M added.
  • The largest PNC Financial Services seller in Q2 2016 was Royal London Asset Management, an estimated $886M sold.

Based on aggregated 13F filings for Q2 2016.