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PNC Financial Services

1,340 hedge funds and large institutions have $56.6B invested in PNC Financial Services in 2019 Q4 according to their latest regulatory filings, with 204 funds opening new positions, 437 increasing their positions, 461 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

308% more first-time investments, than exits

New positions opened: 204 | Existing positions closed: 50

37% more funds holding in top 10

Funds holding in top 10: 1926 (+7)

13% more capital invested

Capital invested by funds: $50.2B → $56.6B (+$6.47B)

11% more funds holding

Funds holding: 1,2041,340 (+136)

0.46% more ownership

Funds ownership: 80.55%81.01% (+0.46%)

5% less repeat investments, than reductions

Existing positions increased: 437 | Existing positions reduced: 461

18% less call options, than puts

Call options by funds: $397M | Put options by funds: $486M

Holders
1,340
Holders Change
+136
Holders Change %
+11.3%
% of All Funds
26.4%
Holding in Top 10
26
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+36.84%
% of All Funds
0.51%
New
204
Increased
437
Reduced
461
Closed
50
Calls
$397M
Puts
$486M
Net Calls
-$89.5M
Net Calls Change
-$53.4M
Name Holding Trade Value Shares
Change
Change in
Stake
IFWM
1051
Institute for Wealth Management
Colorado
$265K -$15K -100 -6%
CFA
1052
CWS Financial Advisors
Michigan
$265K +$249K +1,658 New
ISL
1053
Ingalls & Snyder LLC
New York
$262K -$5.25K -35 -2%
LPT
1054
Legacy Private Trust
Wisconsin
$259K +$244K +1,624 New
PCA
1055
Personal Capital Advisors
California
$258K -$450 -3 -0.2%
CEP
1056
Chicago Equity Partners
Illinois
$255K -$53.3K -355 -18%
BCA
1057
Bay Colony Advisors
Massachusetts
$255K +$3.75K +25 +2%
SC
1058
Steph & Co
Wisconsin
$255K +$240K +1,598 New
CCMG
1059
Clark Capital Management Group
Pennsylvania
$252K -$22.4K -149 -9%
PFA
1060
Pathway Financial Advisors
Vermont
$252K
CFW
1061
CA Family Wealth
California
$252K +$237K +1,577 New
DWA
1062
Douglass Winthrop Advisors
New York
$251K +$236K +1,574 New
SIM
1063
SSI Investment Management
California
$250K -$1.05K -7 -0.4%
CT
1064
Coastline Trust
Rhode Island
$249K +$234K +1,560 New
QI
1065
Qtron Investments
Massachusetts
$249K +$234K +1,560 New
SWA
1066
Sutton Wealth Advisors
Florida
$247K
BSB
1067
Bangor Savings Bank
Maine
$247K -$14.1K -94 -6%
BS
1068
Banco Santander
Spain
$246K
Barrow, Hanley, Mewhinney & Strauss
1069
Barrow, Hanley, Mewhinney & Strauss
Texas
$242K
BRWM
1070
B. Riley Wealth Management
Tennessee
$242K +$8.11K +54 +4%
WDL
1071
Well Done LLC
Michigan
$240K
BJL
1072
Brighton Jones LLC
Washington
$239K -$2.1K -14 -0.9%
HBWM
1073
Hollow Brook Wealth Management
New York
$239K
CB
1074
CNB Bank
Pennsylvania
$237K +$43.1K +287 +24%
BPC
1075
Banque Pictet & Cie
Switzerland
$236K