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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
AIS
1126
AlphaOne Investment Services
Pennsylvania
$17K +$138 +1 +0.9%
MWM
1127
Mascoma Wealth Management
New Hampshire
$16K
WWMSC
1128
Wagner Wealth Management (South Carolina)
South Carolina
$16K +$14.8K +107 New
CIM
1129
Contravisory Investment Management
Massachusetts
$15K +$13.5K +98 +3,267%
MSA
1130
Marino Stram & Associates
Massachusetts
$15K +$14.8K +107 New
PK
1131
Pflug Koory
Nebraska
$14K
AWM
1132
Aevitas Wealth Management
Massachusetts
$11K +$10.8K +78 New
LF
1133
Lee Financial
Texas
$10K +$4.7K +34 +100%
1832 Asset Management
1134
1832 Asset Management
Ontario, Canada
$9K -$9.41M -68,104 -100%
TJHA
1135
Thomas J. Herzfeld Advisors
Florida
$9K +$8.15K +59 New
TFS
1136
TrustCore Financial Services
Tennessee
$9K +$8.98K +65 New
CPA
1137
Clear Perspective Advisors
Illinois
$8K
OFW
1138
Omnia Family Wealth
Florida
$6K -$5.67K -41 -48%
LCM
1139
Liberty Capital Management
Michigan
$6K
TCM
1140
Tradewinds Capital Management
Washington
$6K
GWS
1141
Glassman Wealth Services
Virginia
$6K +$4.56K +33 +330%
HT
1142
Heritage Trust
Oklahoma
$6K +$6.22K +45 New
CFD
1143
Creative Financial Designs
Indiana
$5K
RCG
1144
Ruggie Capital Group
Florida
$5K
SQA
1145
Simon Quick Advisors
New Jersey
$5K +$4.56K +33 New
HWM
1146
Holloway Wealth Management
Florida
$4K
FWM
1147
Focused Wealth Management
New York
$4K +$3.46K +25 New
POIA
1148
Pin Oak Investment Advisors
Texas
$4K +$3.59K +26 New
WCM
1149
Wealthcare Capital Management
Virginia
$4K +$3.73K +27 New
SWMG
1150
Signature Wealth Management Group
Georgia
$4K +$4.15K +30 New

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.