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PNC Financial Services

1,201 hedge funds and large institutions have $58.5B invested in PNC Financial Services in 2018 Q1 according to their latest regulatory filings, with 117 funds opening new positions, 349 increasing their positions, 529 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

65% more first-time investments, than exits

New positions opened: 117 | Existing positions closed: 71

13% more funds holding in top 10

Funds holding in top 10: 4551 (+6)

3% more funds holding

Funds holding: 1,1651,201 (+36)

8% more call options, than puts

Call options by funds: $227M | Put options by funds: $211M

4% more capital invested

Capital invested by funds: $56.1B → $58.5B (+$2.45B)

0.47% more ownership

Funds ownership: 81.74%82.21% (+0.47%)

34% less repeat investments, than reductions

Existing positions increased: 349 | Existing positions reduced: 529

Holders
1,201
Holders Change
+36
Holders Change %
+3.09%
% of All Funds
27.52%
Holding in Top 10
51
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+13.33%
% of All Funds
1.17%
New
117
Increased
349
Reduced
529
Closed
71
Calls
$227M
Puts
$211M
Net Calls
+$16.2M
Net Calls Change
+$144M
Name Holding Trade Value Shares
Change
Change in
Stake
LYV
1001
Live Your Vision
Pennsylvania
$214K +$155 +1 +0.1%
ZB
1002
Zions Bancorporation
Utah
$214K +$30.7K +198 +16%
QT
1003
Quantbot Technologies
New York
$213K +$219K +1,412 New
BKA
1004
Brick & Kyle Associates
Pennsylvania
$212K
RGNCM
1005
R.G. Niederhoffer Capital Management
New York
$212K +$217K +1,400 New
SWA
1006
Sutton Wealth Advisors
Florida
$212K
CCM
1007
Condor Capital Management
New Jersey
$210K
GD
1008
Grandfield & Dodd
New York
$209K +$215K +1,384 New
PL
1009
Perpetual Ltd
Australia
$206K -$109K -700 -34%
CM
1010
Cornerstone Management
Georgia
$204K -$31.1K -200 -13%
YWP
1011
YorkBridge Wealth Partners
New York
$204K -$28.1K -181 -12%
RIS
1012
Retirement Income Solutions
Michigan
$204K -$5.75K -37 -3%
MAP
1013
Milestone Advisory Partners
North Carolina
$204K +$209K +1,347 New
CCM
1014
Coldstream Capital Management
Washington
$203K +$209K +1,344 New
Carson Wealth (CWM LLC)
1015
Carson Wealth (CWM LLC)
Nebraska
$202K +$3.26K +21 +2%
CSIC
1016
Clifford Swan Investment Counsel
California
$201K +$206K +1,329 New
AIA
1017
AIMZ Investment Advisors
California
$200K -$11.6K -75 -5%
KWMG
1018
King Wealth Management Group
Florida
$200K +$206K +1,324 New
AIS
1019
Accurate Investment Solutions
Pennsylvania
$198K -$195K -1,256 -49%
SC
1020
SRB Corp
Massachusetts
$198K -$13.2K -85 -6%
AC
1021
Avestar Capital
New York
$187K +$8.38K +54 +4%
VCM
1022
Virtue Capital Management
Tennessee
$185K +$113K +730 +134%
NC
1023
NewSquare Capital
Pennsylvania
$185K +$190K +1,225 New
Rockefeller Capital Management
1024
Rockefeller Capital Management
New York
$184K +$189K +1,219 New
RBC
1025
Roble Belko & Company
Pennsylvania
$183K -$30.7K -198 -14%

PNC Hedge Fund Activity: Q1 2018 in Review

1,201 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in PNC Financial Services (PNC) for Q1 2018, worth a combined $58.5B — up 4.4% from $56.1B a quarter earlier.

Buyers outnumbered sellers: 117 funds opened new PNC positions and 71 closed out — a net gain of 46 holders — while 349 added to existing stakes and 529 trimmed.

The largest buyer was Jennison Associates, adding an estimated $630M. The largest seller was Wellington Management Group, cutting an estimated $661M.

  • 1,201 institutional investors held PNC Financial Services (PNC) as of Q1 2018, up from 1,165 in Q4 2017.
  • Funds reported $58.5B of PNC Financial Services stock for Q1 2018, up 4.4% quarter-over-quarter.
  • 117 funds opened new PNC Financial Services positions in Q1 2018 and 71 closed out, a net change of +46 holders.
  • The largest PNC Financial Services buyer in Q1 2018 was Jennison Associates, an estimated $630M added.
  • The largest PNC Financial Services seller in Q1 2018 was Wellington Management Group, an estimated $661M sold.

Based on aggregated 13F filings for Q1 2018.