We are live on ! Find out more
PNC icon

PNC Financial Services

1,351 hedge funds and large institutions have $61.6B invested in PNC Financial Services in 2021 Q1 according to their latest regulatory filings, with 130 funds opening new positions, 473 increasing their positions, 514 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

97% more first-time investments, than exits

New positions opened: 130 | Existing positions closed: 66

76% more call options, than puts

Call options by funds: $592M | Put options by funds: $336M

17% more funds holding in top 10

Funds holding in top 10: 1821 (+3)

17% more capital invested

Capital invested by funds: $52.9B → $61.6B (+$8.74B)

4% more funds holding

Funds holding: 1,2971,351 (+54)

0.55% less ownership

Funds ownership: 83.53%82.99% (-0.55%)

8% less repeat investments, than reductions

Existing positions increased: 473 | Existing positions reduced: 514

Holders
1,351
Holders Change
+54
Holders Change %
+4.16%
% of All Funds
23.72%
Holding in Top 10
21
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+16.67%
% of All Funds
0.37%
New
130
Increased
473
Reduced
514
Closed
66
Calls
$592M
Puts
$336M
Net Calls
+$256M
Net Calls Change
+$227M
Name Holding Trade Value Shares
Change
Change in
Stake
CS
926
Comerica Securities
Michigan
$411K -$133K -805 -26%
PA
927
Parallel Advisors
California
$410K +$34.6K +210 +10%
IFWM
928
Institute for Wealth Management
Colorado
$409K -$19K -115 -5%
WA
929
WBH Advisory
Maryland
$408K -$5.77K -35 -1%
HPWM
930
Highland Private Wealth Management
Washington
$407K -$5.61K -34 -1%
EM
931
Excalibur Management
Massachusetts
$405K -$89.4K -542 -19%
BW
932
Bison Wealth
Georgia
$405K +$381K +2,310 New
EWM
933
Evermay Wealth Management
Virginia
$404K
HCM
934
Hengehold Capital Management
Ohio
$404K +$165 +1 +0%
SNT
935
Security National Trust
West Virginia
$403K -$49.5K -300 -12%
BFEC
936
Benjamin F. Edwards & Company
Missouri
$400K -$246K -1,493 -40%
BJL
937
Brighton Jones LLC
Washington
$399K +$35.1K +213 +10%
BFA
938
Bragg Financial Advisors
North Carolina
$393K +$69.6K +422 +23%
Lido Advisors
939
Lido Advisors
California
$393K +$110K +669 +43%
BFS
940
Bradley Foster & Sargent
Connecticut
$392K
VFA
941
Valeo Financial Advisors
Indiana
$387K -$18.3K -111 -5%
KWM
942
Keebeck Wealth Management
Illinois
$386K
GC
943
Grace Capital
Massachusetts
$386K +$4.62K +28 +1%
VAM
944
Vontobel Asset Management
New York
$385K -$825 -5 -0.2%
ZAM
945
Zevin Asset Management
Massachusetts
$384K +$361K +2,188 New
WGA
946
Weather Gauge Advisory
Virginia
$383K +$825 +5 +0.2%
CL
947
CPWM LLC
Washington
$383K +$13.7K +83 +4%
TI
948
Truepoint Inc
Ohio
$382K
MLL
949
Moody Lynn & Lieberson
Massachusetts
$380K -$37.3K -226 -9%
TLCM
950
Twin Lakes Capital Management
California
$378K +$2.64K +16 +0.7%

PNC Hedge Fund Activity: Q1 2021 in Review

1,351 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in PNC Financial Services (PNC) for Q1 2021, worth a combined $61.6B — up 17% from $52.9B a quarter earlier.

Buyers outnumbered sellers: 130 funds opened new PNC positions and 66 closed out — a net gain of 64 holders — while 473 added to existing stakes and 514 trimmed.

The largest buyer was Capital Research Global Investors, adding an estimated $624M. The largest seller was T. Rowe Price Associates, cutting an estimated $947M.

  • 1,351 institutional investors held PNC Financial Services (PNC) as of Q1 2021, up from 1,297 in Q4 2020.
  • Funds reported $61.6B of PNC Financial Services stock for Q1 2021, up 17% quarter-over-quarter.
  • 130 funds opened new PNC Financial Services positions in Q1 2021 and 66 closed out, a net change of +64 holders.
  • The largest PNC Financial Services buyer in Q1 2021 was Capital Research Global Investors, an estimated $624M added.
  • The largest PNC Financial Services seller in Q1 2021 was T. Rowe Price Associates, an estimated $947M sold.

Based on aggregated 13F filings for Q1 2021.