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PNC Financial Services

1,197 hedge funds and large institutions have $43.4B invested in PNC Financial Services in 2018 Q4 according to their latest regulatory filings, with 133 funds opening new positions, 391 increasing their positions, 468 reducing their positions, and 132 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more call options, than puts

Call options by funds: $302M | Put options by funds: $246M

0.8% more ownership

Funds ownership: 80.34%81.14% (+0.8%)

1% more first-time investments, than exits

New positions opened: 133 | Existing positions closed: 132

1% less funds holding

Funds holding: 1,2071,197 (-10)

6% less funds holding in top 10

Funds holding in top 10: 1817 (-1)

15% less capital invested

Capital invested by funds: $50.7B → $43.4B (-$7.36B)

16% less repeat investments, than reductions

Existing positions increased: 391 | Existing positions reduced: 468

Holders
1,197
Holders Change
-10
Holders Change %
-0.83%
% of All Funds
26.67%
Holding in Top 10
17
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.56%
% of All Funds
0.38%
New
133
Increased
391
Reduced
468
Closed
132
Calls
$302M
Puts
$246M
Net Calls
+$55.5M
Net Calls Change
+$2.83M
Name Holding Trade Value Shares
Change
Change in
Stake
CFA
876
Carroll Financial Associates
North Carolina
$298K -$10.6K -83 -3%
BWP
877
BSW Wealth Partners
Colorado
$298K
PCM
878
Perritt Capital Management
Illinois
$296K -$1.28K -10 -0.4%
SHWM
879
Smith & Howard Wealth Management
Georgia
$296K +$324K +2,535 New
DAM
880
Delta Asset Management
Tennessee
$295K
AT
881
Arden Trust
Delaware
$291K -$106K -827 -25%
PBO
882
Peoples Bank (Ohio)
Ohio
$291K +$35.1K +275 +12%
MCM
883
Maryland Capital Management
Maryland
$289K
LAIC
884
Lederer & Associates Investment Counsel
California
$288K -$124K -970 -28%
UBG
885
United Bank (Georgia)
Georgia
$288K
PA
886
Parallel Advisors
California
$287K -$129K -1,014 -29%
LC
887
LCNB Corp
Ohio
$287K -$4.21K -33 -1%
BFIM
888
Beese Fulmer Investment Management
Ohio
$287K
LWS
889
Lucia Wealth Services
California
$286K -$414K -3,245 -57%
VNB
890
Virginia National Bank
Virginia
$286K -$7.66K -60 -2%
BDF
891
Balasa Dinverno & Foltz
$284K +$23.5K +184 +8%
BRWM
892
B. Riley Wealth Management
Tennessee
$282K +$98.4K +771 +47%
Renaissance Technologies
893
Renaissance Technologies
New York
$281K -$14.2M -111,099 -98%
CCMG
894
Clark Capital Management Group
Pennsylvania
$280K -$30.9M -242,392 -99%
NIC
895
Northwest Investment Counselors
Oregon
$280K +$14K +110 +5%
BI
896
Bredin Investment
Delaware
$277K
LW
897
Linscomb Wealth
Texas
$274K -$638 -5 -0.2%
AAS
898
Avantax Advisory Services
Texas
$274K +$298K +2,337 New
HCM
899
Hengehold Capital Management
Ohio
$272K -$3.57K -28 -1%
WA
900
WealthTrust-Arizona
Arizona
$270K +$638 +5 +0.2%

PNC Hedge Fund Activity: Q4 2018 in Review

1,197 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in PNC Financial Services (PNC) for Q4 2018, worth a combined $43.4B — down 15% from $50.7B a quarter earlier.

Buyers outnumbered sellers: 133 funds opened new PNC positions and 132 closed out — a net gain of 1 holder — while 391 added to existing stakes and 468 trimmed.

The largest buyer was Capital World Investors, adding an estimated $1.24B. The largest seller was Jennison Associates, cutting an estimated $335M.

  • 1,197 institutional investors held PNC Financial Services (PNC) as of Q4 2018, down from 1,207 in Q3 2018.
  • Funds reported $43.4B of PNC Financial Services stock for Q4 2018, down 15% quarter-over-quarter.
  • 133 funds opened new PNC Financial Services positions in Q4 2018 and 132 closed out, a net change of +1 holder.
  • The largest PNC Financial Services buyer in Q4 2018 was Capital World Investors, an estimated $1.24B added.
  • The largest PNC Financial Services seller in Q4 2018 was Jennison Associates, an estimated $335M sold.

Based on aggregated 13F filings for Q4 2018.