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PNC Financial Services

1,140 hedge funds and large institutions have $33.3B invested in PNC Financial Services in 2020 Q1 according to their latest regulatory filings, with 81 funds opening new positions, 383 increasing their positions, 506 reducing their positions, and 265 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more call options, than puts

Call options by funds: $166M | Put options by funds: $124M

0.04% more ownership

Funds ownership: 81.01%81.05% (+0.04%)

15% less funds holding

Funds holding: 1,3401,140 (-200)

24% less repeat investments, than reductions

Existing positions increased: 383 | Existing positions reduced: 506

41% less capital invested

Capital invested by funds: $56.6B → $33.3B (-$23.3B)

62% less funds holding in top 10

Funds holding in top 10: 2610 (-16)

69% less first-time investments, than exits

New positions opened: 81 | Existing positions closed: 265

Holders
1,140
Holders Change
-200
Holders Change %
-14.93%
% of All Funds
25.12%
Holding in Top 10
10
Holding in Top 10 Change
-16
Holding in Top 10 Change %
-61.54%
% of All Funds
0.22%
New
81
Increased
383
Reduced
506
Closed
265
Calls
$166M
Puts
$124M
Net Calls
+$41.6M
Net Calls Change
+$131M
Name Holding Trade Value Shares
Change
Change in
Stake
GWMIA
1101
Global Wealth Management Investment Advisory
Florida
$7K
TCM
1102
Tradewinds Capital Management
Washington
$7K
WCG
1103
Weaver Consulting Group
California
$7K
WQ
1104
Wealth Quarterback
New Jersey
$6.04K -$1.34K -10 -14%
RWA
1105
Ropes Wealth Advisors
Massachusetts
$5K -$79.9K -595 -93%
LPWM
1106
Lake Point Wealth Management
Texas
$5K
SBL
1107
Sargent Bickham Lagudis
Colorado
$5K
AF
1108
Allworth Financial
California
$5K +$269 +2 +4%
ME
1109
McIlrath & Eck
Washington
$5K +$4.97K +37 +308%
AP
1110
Arlington Partners
Alabama
$5K +$6.58K +49 New
HWA
1111
HHM Wealth Advisors
Tennessee
$5K +$6.72K +50 New
OIA
1112
Optimum Investment Advisors
Illinois
$4K -$11.6K -86 -67%
CIAS
1113
CBIZ Investment Advisory Services
Ohio
$4K
CAC
1114
Certified Advisory Corp
Florida
$4K
FNBOSM
1115
First National Bank of South Miami
Florida
$4K
PFO
1116
Pathstone Family Office
New Jersey
$4K +$5.78K +43 New
VCP
1117
Verus Capital Partners
Arizona
$3K -$28.9K -215 -88%
FWM
1118
Focused Wealth Management
New York
$3K
HWM
1119
Holloway Wealth Management
Florida
$3K
LF
1120
Lee Financial
Texas
$3K
MIM
1121
Macroview Investment Management
Maryland
$3K
TFGT
1122
TS Financial Group (TSFG)
Illinois
$3K
LWANC
1123
Laurel Wealth Advisors (North Carolina)
North Carolina
$3K +$2.82K +21 +162%
APWM
1124
Atlas Private Wealth Management
New York
$2K
EWP
1125
Engrave Wealth Partners
Texas
$2K

PNC Hedge Fund Activity: Q1 2020 in Review

1,140 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in PNC Financial Services (PNC) for Q1 2020, worth a combined $33.3B — down 41% from $56.6B a quarter earlier.

Sellers outnumbered buyers: 265 funds closed out of PNC and 81 opened new positions — a net loss of 184 holders — while 506 trimmed existing stakes and 383 added.

The largest buyer was Bank of America, adding an estimated $127M. The largest seller was APG Asset Management, cutting an estimated $204M.

  • 1,140 institutional investors held PNC Financial Services (PNC) as of Q1 2020, down from 1,340 in Q4 2019.
  • Funds reported $33.3B of PNC Financial Services stock for Q1 2020, down 41% quarter-over-quarter.
  • 81 funds opened new PNC Financial Services positions in Q1 2020 and 265 closed out, a net change of -184 holders.
  • The largest PNC Financial Services buyer in Q1 2020 was Bank of America, an estimated $127M added.
  • The largest PNC Financial Services seller in Q1 2020 was APG Asset Management, an estimated $204M sold.

Based on aggregated 13F filings for Q1 2020.