We are live on ! Find out more
PNC icon

PNC Financial Services

1,140 hedge funds and large institutions have $33.3B invested in PNC Financial Services in 2020 Q1 according to their latest regulatory filings, with 81 funds opening new positions, 383 increasing their positions, 506 reducing their positions, and 265 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more call options, than puts

Call options by funds: $166M | Put options by funds: $124M

0.04% more ownership

Funds ownership: 81.01%81.05% (+0.04%)

15% less funds holding

Funds holding: 1,3401,140 (-200)

24% less repeat investments, than reductions

Existing positions increased: 383 | Existing positions reduced: 506

41% less capital invested

Capital invested by funds: $56.6B → $33.3B (-$23.3B)

62% less funds holding in top 10

Funds holding in top 10: 2610 (-16)

69% less first-time investments, than exits

New positions opened: 81 | Existing positions closed: 265

Holders
1,140
Holders Change
-200
Holders Change %
-14.93%
% of All Funds
25.12%
Holding in Top 10
10
Holding in Top 10 Change
-16
Holding in Top 10 Change %
-61.54%
% of All Funds
0.22%
New
81
Increased
383
Reduced
506
Closed
265
Calls
$166M
Puts
$124M
Net Calls
+$41.6M
Net Calls Change
+$131M
Name Holding Trade Value Shares
Change
Change in
Stake
TL
1001
TrueWealth LLC
Georgia
$52K
IUHSA
1002
Itau Unibanco Holding S.A.
Brazil
$52K +$39.1K +291 +116%
CP
1003
Corbenic Partners
Pennsylvania
$50K -$10.1K -75 -13%
FA
1004
Financial Advantage
Maryland
$47K
FA
1005
Fortis Advisors
Pennsylvania
$47K
IRAG
1006
Investment Research & Advisory Group
Georgia
$47K
RAM
1007
Riggs Asset Management
Pennsylvania
$46K +$2.69K +20 +4%
GCM
1008
Gables Capital Management
Florida
$45K
PFBT
1009
Parkside Financial Bank & Trust
Missouri
$44K -$5.11K -38 -8%
SCM
1010
Silvant Capital Management
Georgia
$43K
HWA
1011
Heritage Wealth Advisors
Virginia
$42.4K
PO
1012
Private Ocean
California
$42K -$26.9K -200 -31%
CYG
1013
Clean Yield Group
Vermont
$39K -$465K -3,462 -90%
GI
1014
Gradient Investments
Minnesota
$37K -$1.07K -8 -2%
BCA
1015
Berman Capital Advisors
Georgia
$36K -$23.5K -175 -31%
MAWCM
1016
Mine & Arao Wealth Creation & Management
California
$36K -$13.4K -100 -21%
CHA
1017
Carmichael Hill & Associates
Maryland
$36K +$1.34K +10 +3%
BWM
1018
BerganKDV Wealth Management
Minnesota
$35K +$806 +6 +2%
ATC
1019
Adirondack Trust Company
New York
$34K
TWA
1020
TCI Wealth Advisors
Arizona
$34K +$5.78K +43 +14%
CT
1021
Clearstead Trust
Maine
$32K
SIAP
1022
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$32K
AIM
1023
Anchor Investment Management
South Carolina
$31.7K +$1.61K +12 +4%
SGAM
1024
Smith Group Asset Management
Texas
$31K -$3.22K -24 -7%
PB
1025
Pinnacle Bancorp
Nebraska
$31K

PNC Hedge Fund Activity: Q1 2020 in Review

1,140 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in PNC Financial Services (PNC) for Q1 2020, worth a combined $33.3B — down 41% from $56.6B a quarter earlier.

Sellers outnumbered buyers: 265 funds closed out of PNC and 81 opened new positions — a net loss of 184 holders — while 506 trimmed existing stakes and 383 added.

The largest buyer was Bank of America, adding an estimated $127M. The largest seller was APG Asset Management, cutting an estimated $204M.

  • 1,140 institutional investors held PNC Financial Services (PNC) as of Q1 2020, down from 1,340 in Q4 2019.
  • Funds reported $33.3B of PNC Financial Services stock for Q1 2020, down 41% quarter-over-quarter.
  • 81 funds opened new PNC Financial Services positions in Q1 2020 and 265 closed out, a net change of -184 holders.
  • The largest PNC Financial Services buyer in Q1 2020 was Bank of America, an estimated $127M added.
  • The largest PNC Financial Services seller in Q1 2020 was APG Asset Management, an estimated $204M sold.

Based on aggregated 13F filings for Q1 2020.