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PNC Financial Services

1,207 hedge funds and large institutions have $50.7B invested in PNC Financial Services in 2018 Q3 according to their latest regulatory filings, with 81 funds opening new positions, 428 increasing their positions, 454 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more call options, than puts

Call options by funds: $299M | Put options by funds: $247M

21% more first-time investments, than exits

New positions opened: 81 | Existing positions closed: 67

0% more funds holding

Funds holding: 1,2061,207 (+1)

0.05% less ownership

Funds ownership: 80.39%80.34% (-0.05%)

0% less capital invested

Capital invested by funds: $50.9B → $50.7B (-$175M)

6% less repeat investments, than reductions

Existing positions increased: 428 | Existing positions reduced: 454

22% less funds holding in top 10

Funds holding in top 10: 2318 (-5)

Holders
1,207
Holders Change
+1
Holders Change %
+0.08%
% of All Funds
27.59%
Holding in Top 10
18
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-21.74%
% of All Funds
0.41%
New
81
Increased
428
Reduced
454
Closed
67
Calls
$299M
Puts
$247M
Net Calls
+$52.6M
Net Calls Change
-$258M
Name Holding Trade Value Shares
Change
Change in
Stake
AC
1001
Avestar Capital
New York
$225K +$48.9K +344 +23%
LCP
1002
Legacy Capital Partners
Wisconsin
$225K +$235K +1,650 New
BRWM
1003
B. Riley Wealth Management
Tennessee
$224K +$234K +1,644 New
CCM
1004
Coldstream Capital Management
Washington
$223K +$232K +1,634 New
ACM
1005
Azimuth Capital Management
Michigan
$222K
DWM
1006
Doyle Wealth Management
Florida
$222K +$284 +2 +0.1%
HDIM
1007
Hanson & Doremus Investment Management
Vermont
$221K
SEIA
1008
Signature Estate & Investment Advisors
California
$220K +$80.3K +565 +54%
SIM
1009
SSI Investment Management
California
$219K -$995 -7 -0.4%
CC
1010
Courier Capital
New York
$217K +$4.26K +30 +2%
SCM
1011
Stellar Capital Management
Arizona
$216K +$142 +1 +0.1%
PM
1012
Parametrica Management
Hong Kong
$216K +$226K +1,588 New
GEA
1013
Glen Eagle Advisors
New Jersey
$213K -$711 -5 -0.3%
GAM
1014
Gotham Asset Management
New York
$212K -$1.36M -9,563 -86%
FCIM
1015
Fairview Capital Investment Management
California
$212K
RWA
1016
Ropes Wealth Advisors
Massachusetts
$210K -$3.55K -25 -2%
LFG
1017
LifePlan Financial Group
Ohio
$210K +$60.7K +427 +38%
GAG
1018
GM Advisory Group
New York
$208K
MYLI
1019
Meiji Yasuda Life Insurance
Japan
$206K +$215K +1,510 New
Carson Wealth (CWM LLC)
1020
Carson Wealth (CWM LLC)
Nebraska
$205K +$20.6K +145 +11%
DA
1021
Doliver Advisors
Texas
$204K
LYV
1022
Live Your Vision
Pennsylvania
$202K
BI
1023
Ballast Inc
Kentucky
$202K +$211K +1,483 New
PFA
1024
Pathway Financial Advisors
Vermont
$201K
ST
1025
Somerset Trust
Pennsylvania
$201K

PNC Hedge Fund Activity: Q3 2018 in Review

1,207 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in PNC Financial Services (PNC) for Q3 2018, worth a combined $50.7B — down 0.34% from $50.9B a quarter earlier.

Buyers outnumbered sellers: 81 funds opened new PNC positions and 67 closed out — a net gain of 14 holders — while 428 added to existing stakes and 454 trimmed.

The largest buyer was Berkshire Hathaway, opening a new position worth an estimated $865M. The largest seller was Capital Research Global Investors, cutting an estimated $1.16B.

  • 1,207 institutional investors held PNC Financial Services (PNC) as of Q3 2018, up from 1,206 in Q2 2018.
  • Funds reported $50.7B of PNC Financial Services stock for Q3 2018, down 0.34% quarter-over-quarter.
  • 81 funds opened new PNC Financial Services positions in Q3 2018 and 67 closed out, a net change of +14 holders.
  • The largest PNC Financial Services buyer in Q3 2018 was Berkshire Hathaway, an estimated $865M added.
  • The largest PNC Financial Services seller in Q3 2018 was Capital Research Global Investors, an estimated $1.16B sold.

Based on aggregated 13F filings for Q3 2018.