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PNC Financial Services

1,351 hedge funds and large institutions have $61.6B invested in PNC Financial Services in 2021 Q1 according to their latest regulatory filings, with 130 funds opening new positions, 473 increasing their positions, 514 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

97% more first-time investments, than exits

New positions opened: 130 | Existing positions closed: 66

76% more call options, than puts

Call options by funds: $592M | Put options by funds: $336M

17% more funds holding in top 10

Funds holding in top 10: 1821 (+3)

17% more capital invested

Capital invested by funds: $52.9B → $61.6B (+$8.74B)

4% more funds holding

Funds holding: 1,2971,351 (+54)

0.55% less ownership

Funds ownership: 83.53%82.99% (-0.55%)

8% less repeat investments, than reductions

Existing positions increased: 473 | Existing positions reduced: 514

Holders
1,351
Holders Change
+54
Holders Change %
+4.16%
% of All Funds
23.72%
Holding in Top 10
21
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+16.67%
% of All Funds
0.37%
New
130
Increased
473
Reduced
514
Closed
66
Calls
$592M
Puts
$336M
Net Calls
+$256M
Net Calls Change
+$227M
Name Holding Trade Value Shares
Change
Change in
Stake
RA
1051
RFG Advisory
Alabama
$282K -$165 -1 -0.1%
CIP
1052
Convergence Investment Partners
Florida
$281K -$4.29K -26 -2%
BIM
1053
Bridges Investment Management
Nebraska
$277K -$20.9K -127 -7%
LC
1054
Lindbrook Capital
California
$277K +$2.97K +18 +1%
FMT
1055
First Mercantile Trust
Tennessee
$276K -$33.2K -201 -11%
IA
1056
IFP Advisors
Florida
$274K -$12.2K -74 -5%
CRC
1057
Curi RMB Capital
Illinois
$273K +$16.5K +100 +7%
WP
1058
WealthSource Partners
California
$273K +$257K +1,556 New
CAG
1059
Csenge Advisory Group
Florida
$272K -$78.3K -475 -24%
MAA
1060
Mraz Amerine & Associates
California
$272K
RTC
1061
Riverview Trust Company
Washington
$272K
WKWM
1062
Walter & Keenan Wealth Management
Indiana
$269K -$93.2K -565 -27%
MCC
1063
Money Concepts Capital
Florida
$269K -$2.64K -16 -1%
CIC
1064
Crawford Investment Counsel
Georgia
$268K +$6.1K +37 +2%
PCG
1065
Private Capital Group
Connecticut
$267K -$202K -1,224 -45%
MAM
1066
Marotta Asset Management
Virginia
$266K
SA
1067
Stewardship Advisors
Pennsylvania
$266K
WCA
1068
Westover Capital Advisors
Delaware
$266K +$9.57K +58 +4%
CFS
1069
CRA Financial Services
New Jersey
$265K -$12.4K -75 -5%
HBWM
1070
Hollow Brook Wealth Management
New York
$263K
BAM
1071
Belpointe Asset Management
Nevada
$262K -$19.5K -118 -7%
MA
1072
Mutual Advisors
Nebraska
$262K -$11.2K -68 -4%
MA
1073
MCF Advisors
Kentucky
$262K
MBT
1074
Montecito Bank & Trust
California
$262K
CWP
1075
Concord Wealth Partners
Virginia
$262K +$223K +1,353 +980%

PNC Hedge Fund Activity: Q1 2021 in Review

1,351 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in PNC Financial Services (PNC) for Q1 2021, worth a combined $61.6B — up 17% from $52.9B a quarter earlier.

Buyers outnumbered sellers: 130 funds opened new PNC positions and 66 closed out — a net gain of 64 holders — while 473 added to existing stakes and 514 trimmed.

The largest buyer was Capital Research Global Investors, adding an estimated $624M. The largest seller was T. Rowe Price Associates, cutting an estimated $947M.

  • 1,351 institutional investors held PNC Financial Services (PNC) as of Q1 2021, up from 1,297 in Q4 2020.
  • Funds reported $61.6B of PNC Financial Services stock for Q1 2021, up 17% quarter-over-quarter.
  • 130 funds opened new PNC Financial Services positions in Q1 2021 and 66 closed out, a net change of +64 holders.
  • The largest PNC Financial Services buyer in Q1 2021 was Capital Research Global Investors, an estimated $624M added.
  • The largest PNC Financial Services seller in Q1 2021 was T. Rowe Price Associates, an estimated $947M sold.

Based on aggregated 13F filings for Q1 2021.