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PNC Financial Services

1,140 hedge funds and large institutions have $33.3B invested in PNC Financial Services in 2020 Q1 according to their latest regulatory filings, with 81 funds opening new positions, 383 increasing their positions, 506 reducing their positions, and 265 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more call options, than puts

Call options by funds: $166M | Put options by funds: $124M

0.04% more ownership

Funds ownership: 81.01%81.05% (+0.04%)

15% less funds holding

Funds holding: 1,3401,140 (-200)

24% less repeat investments, than reductions

Existing positions increased: 383 | Existing positions reduced: 506

41% less capital invested

Capital invested by funds: $56.6B → $33.3B (-$23.3B)

62% less funds holding in top 10

Funds holding in top 10: 2610 (-16)

69% less first-time investments, than exits

New positions opened: 81 | Existing positions closed: 265

Holders
1,140
Holders Change
-200
Holders Change %
-14.93%
% of All Funds
25.12%
Holding in Top 10
10
Holding in Top 10 Change
-16
Holding in Top 10 Change %
-61.54%
% of All Funds
0.22%
New
81
Increased
383
Reduced
506
Closed
265
Calls
$166M
Puts
$124M
Net Calls
+$41.6M
Net Calls Change
+$131M
Name Holding Trade Value Shares
Change
Change in
Stake
CFFP
1026
Center for Financial Planning
Michigan
$30K -$21K -156 -33%
JGIA
1027
Jackson Grant Investment Advisers
Connecticut
$30K +$134 +1 +0.3%
GSWM
1028
Golden State Wealth Management
California
$30K +$42K +313 New
BCA
1029
Bray Capital Advisors
Florida
$29K
LWA
1030
Lowe Wealth Advisors
Maryland
$29K
ST
1031
Sageworth Trust
Pennsylvania
$29K
SWM
1032
Sugarloaf Wealth Management
Georgia
$29K
EI
1033
Ellevest Inc
New York
$29K +$403 +3 +1%
FHA
1034
Flagship Harbor Advisors
Massachusetts
$29K +$9.94K +74 +33%
SFG
1035
Sowa Financial Group
Rhode Island
$27K
LWM
1036
Liberty Wealth Management
California
$26K -$9.27K -69 -20%
VRM
1037
Vectors Research Management
New York
$26K -$6.72K -50 -16%
SLF
1038
Sun Life Financial
Ontario, Canada
$25K -$672 -5 -2%
GAM
1039
Gemmer Asset Management
California
$24K
TC
1040
Truvestments Capital
Florida
$24K +$34.1K +254 New
EW
1041
Evoke Wealth
California
$23.5K -$97.8K -728 -75%
GG
1042
Gleason Group
Kentucky
$23K +$269 +2 +0.8%
CAN
1043
Claraphi Advisory Network
United States
$23K +$32.5K +242 New
SFSIG
1044
San Francisco Sentry Investment Group
California
$22K -$19.9K -148 -39%
EARNEST Partners
1045
EARNEST Partners
Georgia
$22K
PFGIA
1046
Patriot Financial Group Insurance Agency
Massachusetts
$22K +$22.3K +166 +281%
WWM
1047
Willingdon Wealth Management
North Carolina
$21K -$29.6K -220 -50%
PMFA
1048
Plante Moran Financial Advisors
Michigan
$20K -$14.6K -109 -34%
TFO
1049
Tarbox Family Office
California
$20K -$1.61K -12 -5%
CTB
1050
Country Trust Bank
Illinois
$20K

PNC Hedge Fund Activity: Q1 2020 in Review

1,140 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in PNC Financial Services (PNC) for Q1 2020, worth a combined $33.3B — down 41% from $56.6B a quarter earlier.

Sellers outnumbered buyers: 265 funds closed out of PNC and 81 opened new positions — a net loss of 184 holders — while 506 trimmed existing stakes and 383 added.

The largest buyer was Bank of America, adding an estimated $127M. The largest seller was APG Asset Management, cutting an estimated $204M.

  • 1,140 institutional investors held PNC Financial Services (PNC) as of Q1 2020, down from 1,340 in Q4 2019.
  • Funds reported $33.3B of PNC Financial Services stock for Q1 2020, down 41% quarter-over-quarter.
  • 81 funds opened new PNC Financial Services positions in Q1 2020 and 265 closed out, a net change of -184 holders.
  • The largest PNC Financial Services buyer in Q1 2020 was Bank of America, an estimated $127M added.
  • The largest PNC Financial Services seller in Q1 2020 was APG Asset Management, an estimated $204M sold.

Based on aggregated 13F filings for Q1 2020.