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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
AAM
901
Aureus Asset Management
Massachusetts
$269K
ISL
902
Ingalls & Snyder LLC
New York
$269K
IBOK
903
Independence Bank of Kentucky
Kentucky
$267K
SDWMA
904
Schneider Downs Wealth Management Advisors
Pennsylvania
$267K
Rockefeller Capital Management
905
Rockefeller Capital Management
New York
$266K +$131K +1,025 +82%
JWM
906
JGP Wealth Management
Oregon
$265K
LA
907
Lau Associates
Delaware
$265K +$289K +2,264 New
FI
908
FormulaFolio Investments
Michigan
$264K
PMG
909
ProVise Management Group
Florida
$264K
SPC
910
Stewart & Patten Company
California
$264K
HB
911
Homrich & Berg
Georgia
$262K -$10.5K -82 -4%
RIG
912
Roosevelt Investment Group
New York
$261K
FFA
913
First Foundation Advisors
California
$260K -$41.1K -322 -13%
SC
914
Saturna Capital
Washington
$260K +$12.8K +100 +5%
BIA
915
Biondo Investment Advisors
Pennsylvania
$258K
SWM
916
SeaCrest Wealth Management
New York
$258K +$19.4K +152 +7%
9WM
917
9258 Wealth Management
Ohio
$255K +$279K +2,183 New
BHC
918
Bowen Hanes & Co
Florida
$254K
EDRH
919
Edmond de Rothschild Holding
Switzerland
$254K
W
920
Wealthquest
Ohio
$253K +$237K +1,860 New
DWA
921
Douglass Winthrop Advisors
New York
$252K +$13.4K +105 +5%
VFA
922
Valeo Financial Advisors
Indiana
$251K -$80K -627 -23%
TSW
923
Thompson Siegel & Walmsley
Virginia
$250K -$2.06M -16,125 -88%
PL
924
Perpetual Ltd
Australia
$250K
BCMO
925
Buckingham Capital Management (Ohio)
Ohio
$249K +$35.6K +279 +15%

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.