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PNC Financial Services

1,165 hedge funds and large institutions have $56.1B invested in PNC Financial Services in 2017 Q4 according to their latest regulatory filings, with 163 funds opening new positions, 378 increasing their positions, 407 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

213% more first-time investments, than exits

New positions opened: 163 | Existing positions closed: 52

10% more funds holding

Funds holding: 1,0631,165 (+102)

7% more funds holding in top 10

Funds holding in top 10: 4245 (+3)

6% more capital invested

Capital invested by funds: $53B → $56.1B (+$3.13B)

0.26% less ownership

Funds ownership: 82%81.74% (-0.26%)

7% less repeat investments, than reductions

Existing positions increased: 378 | Existing positions reduced: 407

27% less call options, than puts

Call options by funds: $345M | Put options by funds: $473M

Holders
1,165
Holders Change
+102
Holders Change %
+9.6%
% of All Funds
26.42%
Holding in Top 10
45
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+7.14%
% of All Funds
1.02%
New
163
Increased
378
Reduced
407
Closed
52
Calls
$345M
Puts
$473M
Net Calls
-$128M
Net Calls Change
-$30.9M
Name Holding Trade Value Shares
Change
Change in
Stake
CWA
1001
Cypress Wealth Advisors
California
$209K +$200K +1,450 New
CIA
1002
Capital Investment Advisors
Georgia
$208K +$199K +1,439 New
H
1003
Hexavest
Quebec, Canada
$204K
OWA
1004
One Wealth Advisors
California
$204K +$195K +1,408 New
IH
1005
IFC Holdings
Florida
$203K -$115K -831 -37%
RBC
1006
Roble Belko & Company
Pennsylvania
$203K
SWA
1007
Sutton Wealth Advisors
Florida
$202K
QCG
1008
Quadrant Capital Group
Ohio
$202K +$2.76K +20 +1%
ACM
1009
Adalta Capital Management
New York
$202K +$193K +1,400 New
AIA
1010
AIMZ Investment Advisors
California
$202K +$193K +1,400 New
BKA
1011
Brick & Kyle Associates
Pennsylvania
$202K +$193K +1,400 New
SC
1012
SRB Corp
Massachusetts
$201K
RIS
1013
Retirement Income Solutions
Michigan
$200K +$192K +1,387 New
CCM
1014
Condor Capital Management
New Jersey
$200K +$192K +1,389 New
APSP
1015
Asset Planning Services (Pennsylvania)
Pennsylvania
$192K
Carson Wealth (CWM LLC)
1016
Carson Wealth (CWM LLC)
Nebraska
$190K -$4.97K -36 -3%
LNB
1017
Ledyard National Bank
$188K -$12.4K -90 -6%
CB
1018
CNB Bank
Pennsylvania
$181K +$173K +1,253 New
DCM
1019
Delpha Capital Management
New York
$179K +$171K +1,241 New
AC
1020
Avestar Capital
New York
$177K +$181K +1,307 New
ZB
1021
Zions Bancorporation
Utah
$176K -$12.4K -90 -7%
RFS
1022
Rockefeller Financial Services
New York
$176K
LC
1023
Landaas & Company
Wisconsin
$173K
AF
1024
Advisornet Financial
Minnesota
$158K +$151K +1,093 New
SEIA
1025
Signature Estate & Investment Advisors
California
$157K +$150K +1,087 New

PNC Hedge Fund Activity: Q4 2017 in Review

1,165 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in PNC Financial Services (PNC) for Q4 2017, worth a combined $56.1B — up 5.9% from $53B a quarter earlier.

Buyers outnumbered sellers: 163 funds opened new PNC positions and 52 closed out — a net gain of 111 holders — while 378 added to existing stakes and 407 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $281M. The largest seller was Aberdeen Group, cutting an estimated $299M.

  • 1,165 institutional investors held PNC Financial Services (PNC) as of Q4 2017, up from 1,063 in Q3 2017.
  • Funds reported $56.1B of PNC Financial Services stock for Q4 2017, up 5.9% quarter-over-quarter.
  • 163 funds opened new PNC Financial Services positions in Q4 2017 and 52 closed out, a net change of +111 holders.
  • The largest PNC Financial Services buyer in Q4 2017 was T. Rowe Price Associates, an estimated $281M added.
  • The largest PNC Financial Services seller in Q4 2017 was Aberdeen Group, an estimated $299M sold.

Based on aggregated 13F filings for Q4 2017.