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PNC Financial Services

1,201 hedge funds and large institutions have $58.5B invested in PNC Financial Services in 2018 Q1 according to their latest regulatory filings, with 117 funds opening new positions, 349 increasing their positions, 529 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

65% more first-time investments, than exits

New positions opened: 117 | Existing positions closed: 71

13% more funds holding in top 10

Funds holding in top 10: 4551 (+6)

3% more funds holding

Funds holding: 1,1651,201 (+36)

8% more call options, than puts

Call options by funds: $227M | Put options by funds: $211M

4% more capital invested

Capital invested by funds: $56.1B → $58.5B (+$2.45B)

0.47% more ownership

Funds ownership: 81.74%82.21% (+0.47%)

34% less repeat investments, than reductions

Existing positions increased: 349 | Existing positions reduced: 529

Holders
1,201
Holders Change
+36
Holders Change %
+3.09%
% of All Funds
27.52%
Holding in Top 10
51
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+13.33%
% of All Funds
1.17%
New
117
Increased
349
Reduced
529
Closed
71
Calls
$227M
Puts
$211M
Net Calls
+$16.2M
Net Calls Change
+$144M
Name Holding Trade Value Shares
Change
Change in
Stake
FPFS
1026
First Personal Financial Services
North Carolina
$181K -$418K -2,691 -69%
TAM
1027
Tiverton Asset Management
Delaware
$178K -$362K -2,333 -66%
CB
1028
CNB Bank
Pennsylvania
$177K -$12.7K -82 -7%
CIP
1029
Convergence Investment Partners
Florida
$176K +$181K +1,163 New
LFG
1030
LifePlan Financial Group
Ohio
$171K +$175K +1,130 New
LA
1031
Legacy Advisors
Pennsylvania
$170K +$27.2K +175 +18%
GLI
1032
Guardian Life Insurance
New York
$166K -$70.8K -456 -29%
AF
1033
Advisornet Financial
Minnesota
$163K -$2.17K -14 -1%
SEIA
1034
Signature Estate & Investment Advisors
California
$158K -$6.21K -40 -4%
OIA
1035
OneDigital Investment Advisors
Kansas
$155K -$5.59K -36 -3%
OGC
1036
Oak Grove Capital
New Hampshire
$155K +$160K +1,028 New
MCWS
1037
McKinley Carter Wealth Services
West Virginia
$150K +$154K +995 New
GEA
1038
Glen Eagle Advisors
New Jersey
$144K +$34.9K +225 +31%
CA
1039
Crewe Advisors
Utah
$141K
CLM
1040
ClearBridge LLC (Maryland)
Maryland
$140K
BWM
1041
Baystate Wealth Management
Massachusetts
$139K +$42.4K +273 +40%
RAM
1042
Riggs Asset Management
Pennsylvania
$135K
DSC
1043
Duncker Streett & Co
Missouri
$129K
C
1044
Cerebellum
California
$127K +$130K +839 New
LNB
1045
Ledyard National Bank
$122K -$77K -496 -38%
JFA
1046
JNBA Financial Advisors
Minnesota
$121K
APP
1047
Avantax Planning Partners
Iowa
$121K +$125K +803 New
PCP
1048
Proficio Capital Partners
Massachusetts
$119K +$776 +5 +0.6%
BWA
1049
Burt Wealth Advisors
Maryland
$116K
IWM
1050
IHT Wealth Management
Illinois
$114K

PNC Hedge Fund Activity: Q1 2018 in Review

1,201 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in PNC Financial Services (PNC) for Q1 2018, worth a combined $58.5B — up 4.4% from $56.1B a quarter earlier.

Buyers outnumbered sellers: 117 funds opened new PNC positions and 71 closed out — a net gain of 46 holders — while 349 added to existing stakes and 529 trimmed.

The largest buyer was Jennison Associates, adding an estimated $630M. The largest seller was Wellington Management Group, cutting an estimated $661M.

  • 1,201 institutional investors held PNC Financial Services (PNC) as of Q1 2018, up from 1,165 in Q4 2017.
  • Funds reported $58.5B of PNC Financial Services stock for Q1 2018, up 4.4% quarter-over-quarter.
  • 117 funds opened new PNC Financial Services positions in Q1 2018 and 71 closed out, a net change of +46 holders.
  • The largest PNC Financial Services buyer in Q1 2018 was Jennison Associates, an estimated $630M added.
  • The largest PNC Financial Services seller in Q1 2018 was Wellington Management Group, an estimated $661M sold.

Based on aggregated 13F filings for Q1 2018.