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PNC Financial Services

1,207 hedge funds and large institutions have $50.7B invested in PNC Financial Services in 2018 Q3 according to their latest regulatory filings, with 81 funds opening new positions, 428 increasing their positions, 454 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more call options, than puts

Call options by funds: $299M | Put options by funds: $247M

21% more first-time investments, than exits

New positions opened: 81 | Existing positions closed: 67

0% more funds holding

Funds holding: 1,2061,207 (+1)

0.05% less ownership

Funds ownership: 80.39%80.34% (-0.05%)

0% less capital invested

Capital invested by funds: $50.9B → $50.7B (-$175M)

6% less repeat investments, than reductions

Existing positions increased: 428 | Existing positions reduced: 454

22% less funds holding in top 10

Funds holding in top 10: 2318 (-5)

Holders
1,207
Holders Change
+1
Holders Change %
+0.08%
% of All Funds
27.59%
Holding in Top 10
18
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-21.74%
% of All Funds
0.41%
New
81
Increased
428
Reduced
454
Closed
67
Calls
$299M
Puts
$247M
Net Calls
+$52.6M
Net Calls Change
-$258M
Name Holding Trade Value Shares
Change
Change in
Stake
SS
1026
Simplicity Solutions
Minnesota
$200K +$209K +1,471 New
CHP
1027
Cable Hill Partners
Oregon
$199K +$2.99K +21 +1%
SWA
1028
Sutton Wealth Advisors
Florida
$191K
CGT
1029
Capital Guardian Trust
California
$186K -$2.49M -17,535 -93%
C
1030
Cerebellum
California
$179K +$111K +782 +146%
APP
1031
Avantax Planning Partners
Iowa
$179K +$187K +1,315 New
GLI
1032
Guardian Life Insurance
New York
$178K +$1.28K +9 +0.7%
SLF
1033
Sun Life Financial
Ontario, Canada
$174K +$1.28K +9 +0.7%
Acadian Asset Management
1034
Acadian Asset Management
Massachusetts
$172K -$142 -1 -0.1%
Rockefeller Capital Management
1035
Rockefeller Capital Management
New York
$171K
EFSCE
1036
Enterprise Financial Services Corp (EFSC)
Missouri
$169K -$44.2K -311 -20%
NC
1037
NewSquare Capital
Pennsylvania
$167K
HCA
1038
Horan Capital Advisors
Ohio
$165K +$173K +1,215 New
RBC
1039
Roble Belko & Company
Pennsylvania
$164K
LA
1040
Legacy Advisors
Pennsylvania
$160K
FPFS
1041
First Personal Financial Services
North Carolina
$160K +$3.98K +28 +2%
CB
1042
CNB Bank
Pennsylvania
$159K
AIS
1043
Accurate Investment Solutions
Pennsylvania
$157K -$24K -169 -13%
PSC
1044
Prentiss Smith & Co
Vermont
$150K -$161K -1,132 -51%
ACS
1045
Archford Capital Strategies
Illinois
$148K
IWP
1046
Icon Wealth Partners
Texas
$146K -$9.53K -67 -6%
HWA
1047
Heritage Wealth Advisors
Virginia
$135K +$141K +994 New
OSAM
1048
O'Shaughnessy Asset Management
Connecticut
$131K -$65.8K -463 -33%
BWM
1049
Baystate Wealth Management
Massachusetts
$131K +$853 +6 +0.6%
OIA
1050
OneDigital Investment Advisors
Kansas
$129K -$2.27K -16 -2%

PNC Hedge Fund Activity: Q3 2018 in Review

1,207 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in PNC Financial Services (PNC) for Q3 2018, worth a combined $50.7B — down 0.34% from $50.9B a quarter earlier.

Buyers outnumbered sellers: 81 funds opened new PNC positions and 67 closed out — a net gain of 14 holders — while 428 added to existing stakes and 454 trimmed.

The largest buyer was Berkshire Hathaway, opening a new position worth an estimated $865M. The largest seller was Capital Research Global Investors, cutting an estimated $1.16B.

  • 1,207 institutional investors held PNC Financial Services (PNC) as of Q3 2018, up from 1,206 in Q2 2018.
  • Funds reported $50.7B of PNC Financial Services stock for Q3 2018, down 0.34% quarter-over-quarter.
  • 81 funds opened new PNC Financial Services positions in Q3 2018 and 67 closed out, a net change of +14 holders.
  • The largest PNC Financial Services buyer in Q3 2018 was Berkshire Hathaway, an estimated $865M added.
  • The largest PNC Financial Services seller in Q3 2018 was Capital Research Global Investors, an estimated $1.16B sold.

Based on aggregated 13F filings for Q3 2018.