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PNC Financial Services

1,163 hedge funds and large institutions have $38B invested in PNC Financial Services in 2020 Q3 according to their latest regulatory filings, with 83 funds opening new positions, 381 increasing their positions, 500 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more funds holding in top 10

Funds holding in top 10: 79 (+2)

5% more capital invested

Capital invested by funds: $36.1B → $38B (+$1.94B)

0.77% more ownership

Funds ownership: 80.91%81.68% (+0.77%)

3% less call options, than puts

Call options by funds: $216M | Put options by funds: $222M

2% less funds holding

Funds holding: 1,1921,163 (-29)

18% less first-time investments, than exits

New positions opened: 83 | Existing positions closed: 101

24% less repeat investments, than reductions

Existing positions increased: 381 | Existing positions reduced: 500

Holders
1,163
Holders Change
-29
Holders Change %
-2.43%
% of All Funds
23.47%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.18%
New
83
Increased
381
Reduced
500
Closed
101
Calls
$216M
Puts
$222M
Net Calls
-$5.74M
Net Calls Change
+$17.4M
Name Holding Trade Value Shares
Change
Change in
Stake
DWA
1001
Dougherty Wealth Advisers
Minnesota
$128K
EP
1002
Eudaimonia Partners
Tennessee
$124K +$13.3K +124 +12%
GEA
1003
Glen Eagle Advisors
New Jersey
$115K +$12.4K +115 +12%
EIP
1004
Ellis Investment Partners
Pennsylvania
$115K -$31.1K -289 -22%
CAL
1005
Capital Analysts LLC
Pennsylvania
$115K +$430 +4 +0.4%
PWM
1006
Provident Wealth Management
Tennessee
$107K +$104K +970 New
LFG
1007
LifePlan Financial Group
Ohio
$106K
RTC
1008
Riverview Trust Company
Washington
$100K
LAS
1009
Lloyd Advisory Services
Georgia
$96K -$12K -112 -11%
HFRG
1010
Houlihan Financial Resource Group
Virginia
$96K +$82.6K +768 New
DSC
1011
Duncker Streett & Co
Missouri
$94K
FFA
1012
Founders Financial Alliance
North Carolina
$94K +$91.3K +849 New
BWM
1013
Baystate Wealth Management
Massachusetts
$91K +$9.46K +88 +12%
1IA
1014
1834 Investment Advisors
Wisconsin
$91K +$71.1K +661 +398%
CA
1015
Crewe Advisors
Utah
$90K +$3.55K +33 +4%
FDCDDQ
1016
Federation des caisses Desjardins du Quebec
Quebec, Canada
$88.9K +$5.49K +51 +7%
RAM
1017
Riggs Asset Management
Pennsylvania
$88K +$853K +7,931 +1,645%
BHWM
1018
Bay Harbor Wealth Management
Maryland
$84K -$42.7K -397 -34%
WB
1019
West Bancorporation
Iowa
$84K
OC
1020
Oakworth Capital
Alabama
$83K
M
1021
MOTCO
Texas
$82K
SIAS
1022
Shine Investment Advisory Services
Colorado
$81K
PP
1023
PrairieView Partners
Minnesota
$80K
CI
1024
CX Institutional
Indiana
$79K +$46.7K +434 +151%
AWM
1025
Adams Wealth Management
Utah
$76K +$74.2K +690 New