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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
PWM
901
Perigon Wealth Management
California
$20K
LWM
902
LBA Wealth Management
Florida
$19K -$17.2K -200 -47%
ANBT
903
American National Bank & Trust
Texas
$19K
CTB
904
Country Trust Bank
Illinois
$18K
TFO
905
Tarbox Family Office
California
$17K -$516 -6 -3%
AC
906
Alexandria Capital
Virginia
$17K
TDC
907
Thompson Davis & Co
Virginia
$17K +$2.58K +30 +17%
PMFA
908
Plante Moran Financial Advisors
Michigan
$16K -$8.42K -98 -33%
BC
909
Barnett & Company
Tennessee
$16K
Carson Wealth (CWM LLC)
910
Carson Wealth (CWM LLC)
Nebraska
$16K
PO
911
Private Ocean
California
$16K
LNB
912
Ledyard National Bank
$15K
ASN
913
Advisory Services Network
Georgia
$14K -$651K -7,575 -98%
GWS
914
Glassman Wealth Services
Virginia
$14K
CAL
915
Capital Advisors Ltd
Ohio
$13K
EWM
916
Endurance Wealth Management
Rhode Island
$13K
CA
917
CapWealth Advisors
Tennessee
$12K
BG
918
Bollard Group
Massachusetts
$12K +$86 +1 +0.7%
CCM
919
Cribstone Capital Management
Maine
$12K +$12.9K +150 New
AIM
920
Advantage Investment Management
Iowa
$11K
CAW
921
Cornerstone Advisors (Washington)
Washington
$10K
HWP
922
Hefty Wealth Partners
Indiana
$10K
OC
923
Oakworth Capital
Alabama
$10K +$4.3K +50 +77%
WA
924
Winfield Associates
Ohio
$9K -$4.73K -55 -32%
CWM
925
Catamount Wealth Management
Connecticut
$8K

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.