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PNC Financial Services

1,400 hedge funds and large institutions have $91.1B invested in PNC Financial Services in 2021 Q3 according to their latest regulatory filings, with 104 funds opening new positions, 554 increasing their positions, 456 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more first-time investments, than exits

New positions opened: 104 | Existing positions closed: 75

28% more call options, than puts

Call options by funds: $832M | Put options by funds: $650M

21% more repeat investments, than reductions

Existing positions increased: 554 | Existing positions reduced: 456

3% more capital invested

Capital invested by funds: $88.8B → $91.1B (+$2.33B)

1% more funds holding

Funds holding: 1,3901,400 (+10)

0.24% more ownership

Funds ownership: 83.06%83.3% (+0.24%)

11% less funds holding in top 10

Funds holding in top 10: 1917 (-2)

Holders
1,400
Holders Change
+10
Holders Change %
+0.72%
% of All Funds
24.51%
Holding in Top 10
17
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-10.53%
% of All Funds
0.3%
New
104
Increased
554
Reduced
456
Closed
75
Calls
$832M
Puts
$650M
Net Calls
+$182M
Net Calls Change
-$14.2M
Name Holding Trade Value Shares
Change
Change in
Stake
HI
1101
Humankind Investments
New York
$275K +$265K +1,404 New
H
1102
HoyleCohen
California
$274K +$189 +1 +0.1%
IIC
1103
Ironwood Investment Counsel
Arizona
$271K
BFPW
1104
BOK Financial Private Wealth
Colorado
$271K +$60.8K +322 +30%
FAFN
1105
First Affirmative Financial Network
Colorado
$270K +$261K +1,382 New
KFI
1106
Key Financial Inc
Pennsylvania
$268K +$4.53K +24 +2%
RWA
1107
Ropes Wealth Advisors
Massachusetts
$267K -$32.9K -174 -11%
EWA
1108
EP Wealth Advisors
California
$267K +$21K +111 +9%
WKWM
1109
Walter & Keenan Wealth Management
Indiana
$265K -$756 -4 -0.3%
CM
1110
Cornerstone Management
Georgia
$264K
EWM
1111
EPG Wealth Management
Georgia
$264K -$64.6K -342 -20%
AIA
1112
AIMZ Investment Advisors
California
$264K
SIC
1113
Samalin Investment Counsel
New York
$262K +$189 +1 +0.1%
MFG
1114
Menard Financial Group
Texas
$261K +$2.83K +15 +1%
KP
1115
Keel Point
Alabama
$261K +$7.75K +41 +3%
CBT
1116
Central Bank & Trust
Kentucky
$260K
MFT
1117
Moisand Fitzgerald Tamayo
Florida
$260K
NPPM
1118
North Point Portfolio Managers
Ohio
$259K
RPC
1119
Rossmore Private Capital
Connecticut
$259K +$23.6K +125 +10%
TP
1120
Tranquility Partners
Tennessee
$258K -$7.75K -41 -3%
LNWTC
1121
Laird Norton Wetherby Trust Company
Washington
$258K +$36.5K +193 +17%
CCM
1122
Coldstream Capital Management
Washington
$257K -$130K -687 -23%
ACM
1123
Advisors Capital Management
New Jersey
$256K +$15.7K +83 +7%
FA
1124
Faithward Advisors
Pennsylvania
$255K -$95.8K -507 -28%
IWM
1125
IHT Wealth Management
Illinois
$255K -$53.1K -281 -18%