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PNC Financial Services

1,163 hedge funds and large institutions have $38B invested in PNC Financial Services in 2020 Q3 according to their latest regulatory filings, with 83 funds opening new positions, 381 increasing their positions, 500 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more funds holding in top 10

Funds holding in top 10: 79 (+2)

5% more capital invested

Capital invested by funds: $36.1B → $38B (+$1.94B)

0.77% more ownership

Funds ownership: 80.91%81.68% (+0.77%)

3% less call options, than puts

Call options by funds: $216M | Put options by funds: $222M

2% less funds holding

Funds holding: 1,1921,163 (-29)

18% less first-time investments, than exits

New positions opened: 83 | Existing positions closed: 101

24% less repeat investments, than reductions

Existing positions increased: 381 | Existing positions reduced: 500

Holders
1,163
Holders Change
-29
Holders Change %
-2.43%
% of All Funds
23.47%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.18%
New
83
Increased
381
Reduced
500
Closed
101
Calls
$216M
Puts
$222M
Net Calls
-$5.74M
Net Calls Change
+$17.4M
Name Holding Trade Value Shares
Change
Change in
Stake
HPWM
901
Highland Private Wealth Management
Washington
$248K +$9.25K +86 +4%
FPFS
902
First Personal Financial Services
North Carolina
$247K
VAM
903
Vontobel Asset Management
New York
$245K -$5.92K -55 -2%
VFA
904
Valeo Financial Advisors
Indiana
$244K -$57.1K -531 -19%
WIP
905
Wellesley Investment Partners
Massachusetts
$244K -$43.6K -405 -15%
MIA
906
MainStreet Investment Advisors
Illinois
$244K -$20.9K -194 -8%
LA
907
Legacy Advisors
Pennsylvania
$243K +$16.1K +150 +7%
SWMG
908
Strategic Wealth Management Group
Maryland
$243K +$33.2K +309 +16%
SIC
909
Schwartz Investment Counsel
Michigan
$242K -$10.8K -100 -4%
FCM
910
FJ Capital Management
Virginia
$242K +$215K +2,000 New
IFWM
911
Institute for Wealth Management
Colorado
$242K +$237K +2,203 New
KWM
912
Keebeck Wealth Management
Illinois
$241K -$215K -2,000 -48%
DBT
913
Dubuque Bank & Trust
Iowa
$241K -$129K -1,200 -35%
PGIM
914
Pacific Global Investment Management
California
$241K -$39.5K -367 -14%
TAM
915
Trust Asset Management
Texas
$241K +$236K +2,191 New
WGA
916
Weather Gauge Advisory
Virginia
$238K +$233K +2,164 New
SDWMA
917
Schneider Downs Wealth Management Advisors
Pennsylvania
$235K +$753 +7 +0.3%
BSB
918
Bangor Savings Bank
Maine
$235K +$230K +2,139 New
KCM
919
Kanawha Capital Management
Virginia
$233K -$75.7K -704 -25%
SAM
920
Seelaus Asset Management
New Jersey
$233K +$430 +4 +0.2%
WWM
921
Western Wealth Management
Colorado
$232K -$25.5K -237 -10%
NIC
922
Northwest Investment Counselors
Oregon
$232K -$215 -2 -0.1%
GIM
923
Goelzer Investment Management
Indiana
$231K -$15.1K -140 -6%
WKWM
924
Walter & Keenan Wealth Management
Indiana
$231K
APC
925
Aspire Private Capital
North Carolina
$230K +$215 +2 +0.1%