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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
SDWMA
876
Schneider Downs Wealth Management Advisors
Pennsylvania
$343K +$352K +2,267 New
SC
877
Scotia Capital
Ontario, Canada
$342K +$12.6K +81 +4%
PMG
878
ProVise Management Group
Florida
$341K
IP
879
Investment Partners
Ohio
$339K +$155 +1 +0%
PIA
880
Pinion Investment Advisors
Kansas
$339K +$348K +2,240 New
SSA
881
Schonfeld Strategic Advisors
New York
$339K +$348K +2,244 New
STA
882
Summit Trail Advisors
New York
$336K +$16.1K +104 +3%
PBO
883
Peoples Bank (Ohio)
Ohio
$335K
PFPT
884
Pinnacle Financial Partners (Tennessee)
Tennessee
$332K +$15.4K +99 +5%
BA
885
BKS Advisors
Michigan
$332K +$341K +2,195 New
VFA
886
Valeo Financial Advisors
Indiana
$329K -$26.4K -170 -7%
BHC
887
Bowen Hanes & Co
Florida
$329K
SC
888
Saturna Capital
Washington
$329K
EDRH
889
Edmond de Rothschild Holding
Switzerland
$328K
CAW
890
Cornerstone Advisors (Washington)
Washington
$327K +$22.5K +145 +7%
HCM
891
Hengehold Capital Management
Ohio
$325K
FIM
892
Fruth Investment Management
Texas
$324K
WCM
893
Weik Capital Management
Pennsylvania
$324K
HDIM
894
Hanson & Doremus Investment Management
Vermont
$320K +$76.2K +491 +30%
SBH
895
Segall Bryant & Hamill
Illinois
$320K +$98.9K +637 +43%
PCG
896
Private Capital Group
Connecticut
$318K +$10.1K +65 +3%
FMWA
897
Forvis Mazars Wealth Advisors
Missouri
$316K -$36.8K -237 -10%
FCB
898
First Command Bank
Texas
$314K -$19.9K -128 -6%
FCFS
899
First Command Financial Services
Texas
$314K -$19.9K -128 -6%
CAPTRUST Financial Advisors
900
CAPTRUST Financial Advisors
North Carolina
$314K +$68.5K +441 +26%

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.