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PNC Financial Services

1,400 hedge funds and large institutions have $91.1B invested in PNC Financial Services in 2021 Q3 according to their latest regulatory filings, with 104 funds opening new positions, 554 increasing their positions, 456 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more first-time investments, than exits

New positions opened: 104 | Existing positions closed: 75

28% more call options, than puts

Call options by funds: $832M | Put options by funds: $650M

21% more repeat investments, than reductions

Existing positions increased: 554 | Existing positions reduced: 456

3% more capital invested

Capital invested by funds: $88.8B → $91.1B (+$2.33B)

1% more funds holding

Funds holding: 1,3901,400 (+10)

0.24% more ownership

Funds ownership: 83.06%83.3% (+0.24%)

11% less funds holding in top 10

Funds holding in top 10: 1917 (-2)

Holders
1,400
Holders Change
+10
Holders Change %
+0.72%
% of All Funds
24.51%
Holding in Top 10
17
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-10.53%
% of All Funds
0.3%
New
104
Increased
554
Reduced
456
Closed
75
Calls
$832M
Puts
$650M
Net Calls
+$182M
Net Calls Change
-$14.2M
Name Holding Trade Value Shares
Change
Change in
Stake
BJL
901
Brighton Jones LLC
Washington
$514K +$48K +254 +11%
FMWA
902
Forvis Mazars Wealth Advisors
Missouri
$513K -$5.67K -30 -1%
FHB
903
First Hawaiian Bank
Hawaii
$512K -$232K -1,226 -32%
BFIM
904
Beese Fulmer Investment Management
Ohio
$510K
EGA
905
E&G Advisors
Texas
$509K +$491K +2,600 New
SCI
906
S&CO Inc
Massachusetts
$508K
DAM
907
Delta Asset Management
Tennessee
$505K +$13.4K +71 +3%
RWI
908
Red Wave Investments
Pennsylvania
$504K -$11.1K -59 -2%
CAL
909
Capital Analysts LLC
Pennsylvania
$504K +$215K +1,136 +79%
SIP
910
Stoneridge Investment Partners
Pennsylvania
$497K -$6.58M -34,827 -93%
BCM
911
Bourgeon Capital Management
Connecticut
$495K
WI
912
Wintrust Investments
Illinois
$494K -$20.2K -107 -4%
FCH
913
Freestone Capital Holdings
Washington
$490K +$81.4K +431 +21%
AFS
914
Axiom Financial Strategies
Indiana
$484K
KCM
915
Kanawha Capital Management
Virginia
$483K +$1.51K +8 +0.3%
UBG
916
United Bank (Georgia)
Georgia
$481K
4WM
917
44 Wealth Management
Oregon
$480K -$28.3K -150 -6%
OCG
918
Opus Capital Group
Ohio
$479K -$139K -737 -23%
MCM
919
Mengis Capital Management
Oregon
$479K +$189 +1 +0%
MA
920
MBA Advisors
Pennsylvania
$478K -$5.67K -30 -1%
BWA
921
BDO Wealth Advisors
Florida
$477K +$56.3K +298 +14%
BFS
922
Bradley Foster & Sargent
Connecticut
$473K
GDP
923
Great Diamond Partners
Maine
$472K -$6.42K -34 -1%
GAB
924
German American Bancorp
Indiana
$469K
BW
925
Bison Wealth
Georgia
$469K +$378 +2 +0.1%