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PNC Financial Services

1,165 hedge funds and large institutions have $56.1B invested in PNC Financial Services in 2017 Q4 according to their latest regulatory filings, with 163 funds opening new positions, 378 increasing their positions, 407 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

213% more first-time investments, than exits

New positions opened: 163 | Existing positions closed: 52

10% more funds holding

Funds holding: 1,0631,165 (+102)

7% more funds holding in top 10

Funds holding in top 10: 4245 (+3)

6% more capital invested

Capital invested by funds: $53B → $56.1B (+$3.13B)

0.26% less ownership

Funds ownership: 82%81.74% (-0.26%)

7% less repeat investments, than reductions

Existing positions increased: 378 | Existing positions reduced: 407

27% less call options, than puts

Call options by funds: $345M | Put options by funds: $473M

Holders
1,165
Holders Change
+102
Holders Change %
+9.6%
% of All Funds
26.42%
Holding in Top 10
45
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+7.14%
% of All Funds
1.02%
New
163
Increased
378
Reduced
407
Closed
52
Calls
$345M
Puts
$473M
Net Calls
-$128M
Net Calls Change
-$30.9M
Name Holding Trade Value Shares
Change
Change in
Stake
WIM
1101
Westside Investment Management
California
$31K +$3.73K +27 +14%
BC
1102
Barnett & Company
Tennessee
$29K
HFM
1103
Hartford Financial Management
Connecticut
$28K
PO
1104
Private Ocean
California
$28K
ARMC
1105
American Research & Management Company
Massachusetts
$27K
AAP
1106
Arax Advisory Partners
Colorado
$27K
MCM
1107
MV Capital Management
Maryland
$27K
PW
1108
Price Wealth
Texas
$27K +$26K +188 New
ACM
1109
AUA Capital Management
Pennsylvania
$26K
WA
1110
Winfield Associates
Ohio
$26K
CTA
1111
Carillon Tower Advisers
Florida
$25.5K +$24.4M +176,441 New
TG
1112
TLP Group
Illinois
$25K +$22.9K +166 +2,767%
ATC
1113
Adirondack Trust Company
New York
$24K
SCA
1114
Stuart Chaussee & Associates
California
$24K
SC
1115
Slow Capital
California
$24K +$22.8K +165 New
CAL
1116
Capital Advisors Ltd
Ohio
$23K
EWM
1117
Endurance Wealth Management
Rhode Island
$23K
WAS
1118
WESPAC Advisors SoCal
California
$21K
BG
1119
Bollard Group
Massachusetts
$21K +$138 +1 +0.7%
DBT
1120
Dubuque Bank & Trust
Iowa
$21K +$5.94K +43 +42%
BWA
1121
BDO Wealth Advisors
Florida
$19K +$1.66K +12 +10%
RE
1122
RBC Europe
United Kingdom
$18.8K
FAM
1123
Fred Alger Management
New York
$18K
HWP
1124
Hefty Wealth Partners
Indiana
$18K
JAM
1125
Jolley Asset Management
North Carolina
$18K

PNC Hedge Fund Activity: Q4 2017 in Review

1,165 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in PNC Financial Services (PNC) for Q4 2017, worth a combined $56.1B — up 5.9% from $53B a quarter earlier.

Buyers outnumbered sellers: 163 funds opened new PNC positions and 52 closed out — a net gain of 111 holders — while 378 added to existing stakes and 407 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $281M. The largest seller was Aberdeen Group, cutting an estimated $299M.

  • 1,165 institutional investors held PNC Financial Services (PNC) as of Q4 2017, up from 1,063 in Q3 2017.
  • Funds reported $56.1B of PNC Financial Services stock for Q4 2017, up 5.9% quarter-over-quarter.
  • 163 funds opened new PNC Financial Services positions in Q4 2017 and 52 closed out, a net change of +111 holders.
  • The largest PNC Financial Services buyer in Q4 2017 was T. Rowe Price Associates, an estimated $281M added.
  • The largest PNC Financial Services seller in Q4 2017 was Aberdeen Group, an estimated $299M sold.

Based on aggregated 13F filings for Q4 2017.