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PNC Financial Services

1,201 hedge funds and large institutions have $58.5B invested in PNC Financial Services in 2018 Q1 according to their latest regulatory filings, with 117 funds opening new positions, 349 increasing their positions, 529 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

65% more first-time investments, than exits

New positions opened: 117 | Existing positions closed: 71

13% more funds holding in top 10

Funds holding in top 10: 4551 (+6)

3% more funds holding

Funds holding: 1,1651,201 (+36)

8% more call options, than puts

Call options by funds: $227M | Put options by funds: $211M

4% more capital invested

Capital invested by funds: $56.1B → $58.5B (+$2.45B)

0.47% more ownership

Funds ownership: 81.74%82.21% (+0.47%)

34% less repeat investments, than reductions

Existing positions increased: 349 | Existing positions reduced: 529

Holders
1,201
Holders Change
+36
Holders Change %
+3.09%
% of All Funds
27.52%
Holding in Top 10
51
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+13.33%
% of All Funds
1.17%
New
117
Increased
349
Reduced
529
Closed
71
Calls
$227M
Puts
$211M
Net Calls
+$16.2M
Net Calls Change
+$144M
Name Holding Trade Value Shares
Change
Change in
Stake
MOS
1076
MGO One Seven
Ohio
$73K -$1.55K -10 -2%
GRP
1077
Global Retirement Partners
California
$72K +$1.09K +7 +1%
HMS
1078
Hanseatic Management Services
New Mexico
$72K +$12.9K +83 +21%
KA
1079
Kaizen Advisory
Illinois
$70K
BAM
1080
Bruderman Asset Management
New York
$70K +$71.6K +461 New
TFA
1081
Toth Financial Advisory
Virginia
$68K +$155 +1 +0.2%
OSAM
1082
O'Shaughnessy Asset Management
Connecticut
$67K -$5.18M -33,352 -99%
JFGIW
1083
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$66K -$24.1K -155 -26%
MSFP
1084
Mark Sheptoff Financial Planning
Connecticut
$66K
APSP
1085
Asset Planning Services (Pennsylvania)
Pennsylvania
$64K -$140K -904 -68%
SIAS
1086
Shine Investment Advisory Services
Colorado
$64K -$7.45K -48 -10%
BWA
1087
BDO Wealth Advisors
Florida
$62K +$43.6K +281 +213%
1IA
1088
1834 Investment Advisors
Wisconsin
$61K
SFM
1089
Signet Financial Management
New Jersey
$60K +$61.5K +396 New
WPW
1090
Winthrop Partners - WNY
New York
$59.7K +$62.1K +400 New
Financial Engines Advisors
1091
Financial Engines Advisors
California
$59K -$311 -2 -0.5%
CIM
1092
Corbyn Investment Management
Maryland
$57K +$58.4K +376 New
FPS
1093
Fieldpoint Private Securities
Connecticut
$54K
MSA
1094
Marino Stram & Associates
Massachusetts
$53K +$38K +245 +229%
ECM
1095
Exchange Capital Management
Michigan
$53K +$54K +348 New
ACS
1096
Archford Capital Strategies
Illinois
$53K +$57K +367 New
JGIA
1097
Jackson Grant Investment Advisers
Connecticut
$52K +$311 +2 +0.6%
VCM
1098
Vigilant Capital Management
Maine
$52K +$7.3K +47 +16%
SIAP
1099
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$52K +$53.3K +343 New
FCAG
1100
First Capital Advisors Group
New Jersey
$50K +$51.2K +330 New

PNC Hedge Fund Activity: Q1 2018 in Review

1,201 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in PNC Financial Services (PNC) for Q1 2018, worth a combined $58.5B — up 4.4% from $56.1B a quarter earlier.

Buyers outnumbered sellers: 117 funds opened new PNC positions and 71 closed out — a net gain of 46 holders — while 349 added to existing stakes and 529 trimmed.

The largest buyer was Jennison Associates, adding an estimated $630M. The largest seller was Wellington Management Group, cutting an estimated $661M.

  • 1,201 institutional investors held PNC Financial Services (PNC) as of Q1 2018, up from 1,165 in Q4 2017.
  • Funds reported $58.5B of PNC Financial Services stock for Q1 2018, up 4.4% quarter-over-quarter.
  • 117 funds opened new PNC Financial Services positions in Q1 2018 and 71 closed out, a net change of +46 holders.
  • The largest PNC Financial Services buyer in Q1 2018 was Jennison Associates, an estimated $630M added.
  • The largest PNC Financial Services seller in Q1 2018 was Wellington Management Group, an estimated $661M sold.

Based on aggregated 13F filings for Q1 2018.