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PNC Financial Services

1,197 hedge funds and large institutions have $43.4B invested in PNC Financial Services in 2018 Q4 according to their latest regulatory filings, with 133 funds opening new positions, 391 increasing their positions, 468 reducing their positions, and 132 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more call options, than puts

Call options by funds: $302M | Put options by funds: $246M

0.8% more ownership

Funds ownership: 80.34%81.14% (+0.8%)

1% more first-time investments, than exits

New positions opened: 133 | Existing positions closed: 132

1% less funds holding

Funds holding: 1,2071,197 (-10)

6% less funds holding in top 10

Funds holding in top 10: 1817 (-1)

15% less capital invested

Capital invested by funds: $50.7B → $43.4B (-$7.36B)

16% less repeat investments, than reductions

Existing positions increased: 391 | Existing positions reduced: 468

Holders
1,197
Holders Change
-10
Holders Change %
-0.83%
% of All Funds
26.67%
Holding in Top 10
17
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.56%
% of All Funds
0.38%
New
133
Increased
391
Reduced
468
Closed
132
Calls
$302M
Puts
$246M
Net Calls
+$55.5M
Net Calls Change
+$2.83M
Name Holding Trade Value Shares
Change
Change in
Stake
GEA
1001
Glen Eagle Advisors
New Jersey
$169K -$16K -125 -8%
LPWM
1002
Lake Point Wealth Management
Texas
$166K +$181K +1,417 New
FDCDDQ
1003
Federation des caisses Desjardins du Quebec
Quebec, Canada
$157K -$49.8K -390 -23%
GLI
1004
Guardian Life Insurance
New York
$154K +$638 +5 +0.4%
LC
1005
Lindbrook Capital
California
$153K +$167K +1,310 New
SLF
1006
Sun Life Financial
Ontario, Canada
$150K +$766 +6 +0.5%
APC
1007
Aspire Private Capital
North Carolina
$150K +$163K +1,279 New
AC
1008
Avestar Capital
New York
$149K -$47.9K -375 -21%
DWM
1009
Doyle Wealth Management
Florida
$147K -$47.7K -374 -23%
CHP
1010
Cable Hill Partners
Oregon
$144K -$25.5K -200 -14%
NC
1011
NewSquare Capital
Pennsylvania
$143K
DWA
1012
Dougherty Wealth Advisers
Minnesota
$143K +$149K +1,168 New
Carson Wealth (CWM LLC)
1013
Carson Wealth (CWM LLC)
Nebraska
$142K -$36.4K -285 -19%
EFSCE
1014
Enterprise Financial Services Corp (EFSC)
Missouri
$142K -$3.32K -26 -2%
RBC
1015
Roble Belko & Company
Pennsylvania
$141K
CB
1016
CNB Bank
Pennsylvania
$137K
AIS
1017
Accurate Investment Solutions
Pennsylvania
$134K +$128 +1 +0.1%
LFG
1018
LifePlan Financial Group
Ohio
$131K -$54.5K -427 -28%
LNB
1019
Ledyard National Bank
$129K +$45.7K +358 +48%
BWA
1020
BDO Wealth Advisors
Florida
$129K +$66K +517 +88%
AIP
1021
Almanack Investment Partners
Pennsylvania
$128K +$140K +1,095 New
IWP
1022
Icon Wealth Partners
Texas
$125K -$1.02K -8 -0.7%
BWM
1023
Baystate Wealth Management
Massachusetts
$121K +$255 +2 +0.2%
HWA
1024
Heritage Wealth Advisors
Virginia
$116K
BAM
1025
Belpointe Asset Management
Nevada
$110K -$98.1K -769 -45%

PNC Hedge Fund Activity: Q4 2018 in Review

1,197 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in PNC Financial Services (PNC) for Q4 2018, worth a combined $43.4B — down 15% from $50.7B a quarter earlier.

Buyers outnumbered sellers: 133 funds opened new PNC positions and 132 closed out — a net gain of 1 holder — while 391 added to existing stakes and 468 trimmed.

The largest buyer was Capital World Investors, adding an estimated $1.24B. The largest seller was Jennison Associates, cutting an estimated $335M.

  • 1,197 institutional investors held PNC Financial Services (PNC) as of Q4 2018, down from 1,207 in Q3 2018.
  • Funds reported $43.4B of PNC Financial Services stock for Q4 2018, down 15% quarter-over-quarter.
  • 133 funds opened new PNC Financial Services positions in Q4 2018 and 132 closed out, a net change of +1 holder.
  • The largest PNC Financial Services buyer in Q4 2018 was Capital World Investors, an estimated $1.24B added.
  • The largest PNC Financial Services seller in Q4 2018 was Jennison Associates, an estimated $335M sold.

Based on aggregated 13F filings for Q4 2018.