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PNC Financial Services

1,206 hedge funds and large institutions have $50.9B invested in PNC Financial Services in 2018 Q2 according to their latest regulatory filings, with 87 funds opening new positions, 425 increasing their positions, 452 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

104% more call options, than puts

Call options by funds: $610M | Put options by funds: $299M

18% more first-time investments, than exits

New positions opened: 87 | Existing positions closed: 74

1% more funds holding

Funds holding: 1,2001,206 (+6)

6% less repeat investments, than reductions

Existing positions increased: 425 | Existing positions reduced: 452

1.81% less ownership

Funds ownership: 82.21%80.39% (-1.8%)

13% less capital invested

Capital invested by funds: $58.5B → $50.9B (-$7.62B)

55% less funds holding in top 10

Funds holding in top 10: 5123 (-28)

Holders
1,206
Holders Change
+6
Holders Change %
+0.5%
% of All Funds
27.61%
Holding in Top 10
23
Holding in Top 10 Change
-28
Holding in Top 10 Change %
-54.9%
% of All Funds
0.53%
New
87
Increased
425
Reduced
452
Closed
74
Calls
$610M
Puts
$299M
Net Calls
+$311M
Net Calls Change
+$295M
Name Holding Trade Value Shares
Change
Change in
Stake
C
1076
Cerebellum
California
$72K -$44.4K -304 -36%
FC
1077
Ferris Capital
Massachusetts
$72K
OC
1078
Oakworth Capital
Alabama
$70K
JA
1079
JOYN Advisors
Georgia
$69K +$46.2K +317 +163%
IP
1080
Intellectus Partners
California
$68K
VCM
1081
Versant Capital Management
Arizona
$68K
FIB
1082
First Interstate Bank
Montana
$67K -$3.65K -25 -5%
GFP
1083
Gryphon Financial Partners
Ohio
$67K -$146 -1 -0.2%
GCM
1084
Gables Capital Management
Florida
$65K +$67.4K +462 New
HMS
1085
Hanseatic Management Services
New Mexico
$64K -$146 -1 -0.2%
BAM
1086
Bruderman Asset Management
New York
$63K +$438 +3 +0.7%
BWA
1087
BDO Wealth Advisors
Florida
$63K +$8.17K +56 +14%
TFA
1088
Toth Financial Advisory
Virginia
$61K +$292 +2 +0.4%
FGAM
1089
Financial Gravity Asset Management
Texas
$61K +$62.1K +426 New
JFGIW
1090
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$60K +$2.04K +14 +3%
MSFP
1091
Mark Sheptoff Financial Planning
Connecticut
$59K
SIAS
1092
Shine Investment Advisory Services
Colorado
$57K
SFM
1093
Signet Financial Management
New Jersey
$56K +$2.77K +19 +5%
SGAM
1094
Smith Group Asset Management
Texas
$55K -$20.4K -140 -26%
1IA
1095
1834 Investment Advisors
Wisconsin
$55K
EAM
1096
Exane Asset Management
France
$54.6K +$58.9K +404 New
WPW
1097
Winthrop Partners - WNY
New York
$54K
Financial Engines Advisors
1098
Financial Engines Advisors
California
$53K +$292 +2 +0.5%
FPS
1099
Fieldpoint Private Securities
Connecticut
$48K
ECM
1100
Exchange Capital Management
Michigan
$47K

PNC Hedge Fund Activity: Q2 2018 in Review

1,206 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in PNC Financial Services (PNC) for Q2 2018, worth a combined $50.9B — down 13% from $58.5B a quarter earlier.

Buyers outnumbered sellers: 87 funds opened new PNC positions and 74 closed out — a net gain of 13 holders — while 425 added to existing stakes and 452 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $308M. The largest seller was Fidelity Investments, cutting an estimated $418M.

  • 1,206 institutional investors held PNC Financial Services (PNC) as of Q2 2018, up from 1,200 in Q1 2018.
  • Funds reported $50.9B of PNC Financial Services stock for Q2 2018, down 13% quarter-over-quarter.
  • 87 funds opened new PNC Financial Services positions in Q2 2018 and 74 closed out, a net change of +13 holders.
  • The largest PNC Financial Services buyer in Q2 2018 was T. Rowe Price Associates, an estimated $308M added.
  • The largest PNC Financial Services seller in Q2 2018 was Fidelity Investments, an estimated $418M sold.

Based on aggregated 13F filings for Q2 2018.