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PNC Financial Services
PNC

1,297 hedge funds and large institutions have $52.9B invested in PNC Financial Services in 2020 Q4 according to their latest regulatory filings, with 222 funds opening new positions, 423 increasing their positions, 440 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

222% more first-time investments, than exits

New positions opened: 222 | Existing positions closed: 69

100% more funds holding in top 10

Funds holding in top 10: 9 → 18 (+9)

39% more capital invested

Capital invested by funds: $38B → $52.9B (+$14.8B)

12% more funds holding

Funds holding: 1,163 → 1,297 (+134)

10% more call options, than puts

Call options by funds: $305M | Put options by funds: $276M

1.85% more ownership

Funds ownership: 81.68% → 83.53% (+1.9%)

4% less repeat investments, than reductions

Existing positions increased: 423 | Existing positions reduced: 440

Holders
1,297
Holders Change
+134
Holders Change %
+11.52%
% of All Funds
22.95%
Holding in Top 10
18
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+100%
% of All Funds
0.32%
New
222
Increased
423
Reduced
440
Closed
69
Calls
$305M
Puts
$276M
Net Calls
+$28.9M
Net Calls Change
+$34.6M

Top Buyers

Rank Fund Capital Flow
1
Capital Research Global Investors
Capital Research Global Investors
California
+$1.29B
2
Capital International Investors
Capital International Investors
California
+$412M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$393M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$285M
5
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
+$159M

Top Sellers

Rank Fund Capital Flow
1
Wellington Management Group
Wellington Management Group
Massachusetts
-$427M
2
DCP
D1 Capital Partners
New York
-$353M
3
Berkshire Hathaway
Berkshire Hathaway
Nebraska
-$211M
4
JP Morgan Chase
JP Morgan Chase
New York
-$110M
5
N
Nuveen
North Carolina
-$104M
Name Holding Trade Value Shares
Change 		Change in
Stake
WCM
1001
Weik Capital Management
Pennsylvania
$271K – – –
BFA
1002
Bragg Financial Advisors
North Carolina
$271K +$232K +1,818 New
LWAC
1003
Laurel Wealth Advisors (California)
California
$270K -$4.47K -35 -2%
SWM
1004
SeaCrest Wealth Management
New York
$270K +$232K +1,813 New
PCM
1005
Prelude Capital Management
New York
$268K +$230K +1,800 New
AFS
1006
Axiom Financial Strategies
Indiana
$267K – – –
FCB
1007
First Command Bank
Texas
$266K – – –
FCFS
1008
First Command Financial Services
Texas
$266K – – –
DAS
1009
Dynamic Advisor Solutions
Arizona
$266K +$228K +1,786 New
FMT
1010
First Mercantile Trust
Tennessee
$265K -$730K -5,711 -76%
FCH
1011
Freestone Capital Holdings
Washington
$264K +$6.26K +49 +3%
WAP
1012
Wealthcare Advisory Partners
Pennsylvania
$264K +$226K +1,769 New
SS
1013
Sunbelt Securities
Texas
$263K +$225K +1,762 New
DSN
1014
D. Scott Neal
Kentucky
$263K +$225K +1,764 New
AC
1015
Addison Capital
Pennsylvania
$262K +$224K +1,757 New
DLA
1016
Douglas Lane & Associates
New York
$261K -$9.2K -72 -4%
AC
1017
Avestar Capital
New York
$261K +$224K +1,754 New
EFSCE
1018
Enterprise Financial Services Corp (EFSC)
Missouri
$260K +$639 +5 +0.3%
SC
1019
Steph & Co
Wisconsin
$260K +$56.6K +443 +34%
PP
1020
Professional Planning
California
$260K +$223K +1,747 New
BAM
1021
Baldrige Asset Management
Pennsylvania
$259K +$222K +1,736 New
TFF
1022
The Family Firm
Maryland
$257K +$212K +1,657 New
GC
1023
Gilbert & Cook
Iowa
$255K +$218K +1,704 New
SBH
1024
Segall Bryant & Hamill
Illinois
$255K +$218K +1,710 New
BIM
1025
Bridges Investment Management
Nebraska
$254K -$40.2K -315 -16%
39 40
41
42 43

PNC Hedge Fund Activity: Q4 2020 in Review

1,297 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in PNC Financial Services (PNC) for Q4 2020, worth a combined $52.9B — up 39% from $38B a quarter earlier.

Buyers outnumbered sellers: 222 funds opened new PNC positions and 69 closed out — a net gain of 153 holders — while 423 added to existing stakes and 440 trimmed.

The largest buyer was Capital Research Global Investors, adding an estimated $1.29B. The largest seller was Wellington Management Group, cutting an estimated $427M.

  • 1,297 institutional investors held PNC Financial Services (PNC) as of Q4 2020, up from 1,163 in Q3 2020.
  • Funds reported $52.9B of PNC Financial Services stock for Q4 2020, up 39% quarter-over-quarter.
  • 222 funds opened new PNC Financial Services positions in Q4 2020 and 69 closed out, a net change of +153 holders.
  • The largest PNC Financial Services buyer in Q4 2020 was Capital Research Global Investors, an estimated $1.29B added.
  • The largest PNC Financial Services seller in Q4 2020 was Wellington Management Group, an estimated $427M sold.

Based on aggregated 13F filings for Q4 2020.