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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
DIM
976
Delta Investment Management
California
$351K
MG
977
Mather Group
Illinois
$351K
HI
978
Hudock Inc
Pennsylvania
$351K +$2.14K +13 +0.7%
ST
979
Spinnaker Trust
Maine
$350K
FBFS
980
First Business Financial Services
Wisconsin
$350K +$20.6K +125 +7%
CHAM
981
Clear Harbor Asset Management
Connecticut
$348K
MMG
982
Monetary Management Group
Missouri
$346K
NAS
983
Nicolet Advisory Services
Wisconsin
$345K
LOAMS
984
Lombard Odier Asset Management (Switzerland)
Switzerland
$344K +$323K +1,960 New
SM
985
SG3 Management
Puerto Rico
$342K -$750K -4,550 -70%
FPFS
986
First Personal Financial Services
North Carolina
$342K
MYLI
987
Meiji Yasuda Life Insurance
Japan
$339K -$214K -1,300 -40%
BHBT
988
Burke & Herbert Bank & Trust
Virginia
$338K -$22.4K -136 -7%
DAS
989
Dynamic Advisor Solutions
Arizona
$338K +$23.3K +141 +8%
C
990
Certuity
Florida
$338K +$43.4K +263 +16%
IBOK
991
Independence Bank of Kentucky
Kentucky
$337K -$8.25K -50 -3%
FCH
992
Freestone Capital Holdings
Washington
$336K +$23.8K +144 +8%
AWM
993
Avior Wealth Management
Nebraska
$335K -$231K -1,400 -42%
AC
994
Avestar Capital
New York
$335K +$8.74K +53 +3%
LIG
995
Lokken Investment Group
Delaware
$334K
SWMG
996
Strategic Wealth Management Group
Maryland
$334K +$165 +1 +0.1%
HFBOT
997
Home Federal Bank of Tennessee
Tennessee
$333K
CFG
998
Cooper Financial Group
California
$332K +$9.4K +57 +3%
GC
999
Gilbert & Cook
Iowa
$331K +$30.3K +184 +11%
WIC
1000
Whitegate Investment Counselors
New Hampshire
$330K

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.