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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
JGIA
1101
Jackson Grant Investment Advisers
Connecticut
$47K +$146 +1 +0.3%
SIAP
1102
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$46K
BWM
1103
BerganKDV Wealth Management
Minnesota
$46K +$49.9K +342 New
MSA
1104
Marino Stram & Associates
Massachusetts
$44K -$3.94K -27 -8%
CJA
1105
C-J Advisory
California
$44K
GAM
1106
Gemmer Asset Management
California
$44K +$2.63K +18 +6%
WPA
1107
West Paces Advisors
Georgia
$43.9K +$4.52K +31 +11%
AIM
1108
Anchor Investment Management
South Carolina
$43.1K
TWA
1109
TCI Wealth Advisors
Arizona
$43K +$2.63K +18 +6%
LWA
1110
Lowe Wealth Advisors
Maryland
$42K -$349K -2,394 -89%
AF
1111
Arrow Financial
New York
$42K
ST
1112
Sageworth Trust
Pennsylvania
$41K +$43.8K +300 New
GI
1113
Gradient Investments
Minnesota
$40K -$729 -5 -2%
MBT
1114
Monroe Bank & Trust
Michigan
$40K
PFBT
1115
Parkside Financial Bank & Trust
Missouri
$40K +$4.23K +29 +11%
MFW
1116
Mosaic Family Wealth
Missouri
$38K
TG
1117
TLP Group
Illinois
$37K +$40.3K +276 New
SFSIG
1118
San Francisco Sentry Investment Group
California
$36K
RA
1119
Rational Advisors
New York
$35K -$602K -4,126 -94%
PCA
1120
Providence Capital Advisors
North Carolina
$35K
TAIM
1121
TD Ameritrade Investment Management
Nebraska
$35K +$37.3K +256 New
CCM
1122
Cribstone Capital Management
Maine
$34K
TFO
1123
Tarbox Family Office
California
$33K
EARNEST Partners
1124
EARNEST Partners
Georgia
$31K -$3.65K -25 -10%
ATC
1125
Adirondack Trust Company
New York
$30K +$3.65K +25 +13%

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.