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PNC Financial Services

1,197 hedge funds and large institutions have $43.4B invested in PNC Financial Services in 2018 Q4 according to their latest regulatory filings, with 133 funds opening new positions, 391 increasing their positions, 468 reducing their positions, and 132 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more call options, than puts

Call options by funds: $302M | Put options by funds: $246M

0.8% more ownership

Funds ownership: 80.34%81.14% (+0.8%)

1% more first-time investments, than exits

New positions opened: 133 | Existing positions closed: 132

1% less funds holding

Funds holding: 1,2071,197 (-10)

6% less funds holding in top 10

Funds holding in top 10: 1817 (-1)

15% less capital invested

Capital invested by funds: $50.7B → $43.4B (-$7.36B)

16% less repeat investments, than reductions

Existing positions increased: 391 | Existing positions reduced: 468

Holders
1,197
Holders Change
-10
Holders Change %
-0.83%
% of All Funds
26.67%
Holding in Top 10
17
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.56%
% of All Funds
0.38%
New
133
Increased
391
Reduced
468
Closed
132
Calls
$302M
Puts
$246M
Net Calls
+$55.5M
Net Calls Change
+$2.83M
Name Holding Trade Value Shares
Change
Change in
Stake
CA
1026
Crewe Advisors
Utah
$109K
NL
1027
NVWM LLC
Pennsylvania
$108K
RAM
1028
Riggs Asset Management
Pennsylvania
$104K
DSC
1029
Duncker Streett & Co
Missouri
$100K
SMFS
1030
Squar Milner Financial Services
California
$99K
OSAM
1031
O'Shaughnessy Asset Management
Connecticut
$94K -$19.7K -154 -16%
JFA
1032
JNBA Financial Advisors
Minnesota
$94K +$103K +807 New
SIAG
1033
Signet Investment Advisory Group
Rhode Island
$92K +$101K +790 New
FMII
1034
Farmers & Merchants Investments Inc
Nebraska
$90K
PB
1035
Pinnacle Bancorp
Nebraska
$89K +$97.5K +764 New
CLM
1036
ClearBridge LLC (Maryland)
Maryland
$86K
GRP
1037
Global Retirement Partners
California
$86K +$8.68K +68 +10%
AIA
1038
Alera Investment Advisors
Illinois
$86K +$93.9K +736 New
BHWM
1039
Bay Harbor Wealth Management
Maryland
$86K +$94.1K +737 New
BTNA
1040
Bremer Trust National Association
Minnesota
$85K +$92.5K +725 New
WCM
1041
WealthBridge Capital Management
Ohio
$84K +$91.5K +717 New
PCA
1042
Peddock Capital Advisors
Massachusetts
$83K
RFA
1043
Reilly Financial Advisors
California
$83K
RTC
1044
Riverview Trust Company
Washington
$83K +$90.6K +710 New
AAMU
1045
Amundi Asset Management US
Massachusetts
$82.4K -$16.3M -127,556 -15%
WWM
1046
Willingdon Wealth Management
North Carolina
$82K -$11.9K -93 -12%
TL
1047
TrueWealth LLC
Georgia
$81K -$1.53K -12 -2%
CIAS
1048
Capital Investment Advisory Services
North Carolina
$81K +$88.1K +690 New
ACS
1049
Archford Capital Strategies
Illinois
$78K -$54.1K -424 -39%
MOS
1050
MGO One Seven
Ohio
$77K +$84.5K +662 New

PNC Hedge Fund Activity: Q4 2018 in Review

1,197 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in PNC Financial Services (PNC) for Q4 2018, worth a combined $43.4B — down 15% from $50.7B a quarter earlier.

Buyers outnumbered sellers: 133 funds opened new PNC positions and 132 closed out — a net gain of 1 holder — while 391 added to existing stakes and 468 trimmed.

The largest buyer was Capital World Investors, adding an estimated $1.24B. The largest seller was Jennison Associates, cutting an estimated $335M.

  • 1,197 institutional investors held PNC Financial Services (PNC) as of Q4 2018, down from 1,207 in Q3 2018.
  • Funds reported $43.4B of PNC Financial Services stock for Q4 2018, down 15% quarter-over-quarter.
  • 133 funds opened new PNC Financial Services positions in Q4 2018 and 132 closed out, a net change of +1 holder.
  • The largest PNC Financial Services buyer in Q4 2018 was Capital World Investors, an estimated $1.24B added.
  • The largest PNC Financial Services seller in Q4 2018 was Jennison Associates, an estimated $335M sold.

Based on aggregated 13F filings for Q4 2018.