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PNC Financial Services

1,201 hedge funds and large institutions have $58.5B invested in PNC Financial Services in 2018 Q1 according to their latest regulatory filings, with 117 funds opening new positions, 349 increasing their positions, 529 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

65% more first-time investments, than exits

New positions opened: 117 | Existing positions closed: 71

13% more funds holding in top 10

Funds holding in top 10: 4551 (+6)

3% more funds holding

Funds holding: 1,1651,201 (+36)

8% more call options, than puts

Call options by funds: $227M | Put options by funds: $211M

4% more capital invested

Capital invested by funds: $56.1B → $58.5B (+$2.45B)

0.47% more ownership

Funds ownership: 81.74%82.21% (+0.47%)

34% less repeat investments, than reductions

Existing positions increased: 349 | Existing positions reduced: 529

Holders
1,201
Holders Change
+36
Holders Change %
+3.09%
% of All Funds
27.52%
Holding in Top 10
51
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+13.33%
% of All Funds
1.17%
New
117
Increased
349
Reduced
529
Closed
71
Calls
$227M
Puts
$211M
Net Calls
+$16.2M
Net Calls Change
+$144M
Name Holding Trade Value Shares
Change
Change in
Stake
ARMC
1126
American Research & Management Company
Massachusetts
$28K
AIL
1127
AGF Investments LLC
Ontario, Canada
$27K +$28.6K +184 New
PWAG
1128
Polaris Wealth Advisory Group
California
$26K +$27.2K +175 New
SC
1129
Slow Capital
California
$25K
SCA
1130
Stuart Chaussee & Associates
California
$25K
CTB
1131
Country Trust Bank
Illinois
$24K -$11K -71 -31%
CAL
1132
Capital Advisors Ltd
Ohio
$24K
EWM
1133
Endurance Wealth Management
Rhode Island
$24K
AIS
1134
AlphaOne Investment Services
Pennsylvania
$24K +$6.52K +42 +36%
FEG
1135
Financial Enhancement Group
Indiana
$24K +$24.2K +156 New
OWA
1136
One Wealth Advisors
California
$23K -$195K -1,258 -89%
CCM
1137
Covington Capital Management
California
$23K -$23.3K -150 -50%
MCM
1138
MV Capital Management
Maryland
$23K -$5.75K -37 -20%
ACM
1139
AUA Capital Management
Pennsylvania
$23K -$4.66K -30 -17%
WAS
1140
WESPAC Advisors SoCal
California
$22K
BG
1141
Bollard Group
Massachusetts
$22K +$155 +1 +0.7%
RE
1142
RBC Europe
United Kingdom
$19.7K
JAM
1143
Jolley Asset Management
North Carolina
$19K
OIA
1144
Optimum Investment Advisors
Illinois
$19K +$19.9K +128 New
AIM
1145
Advantage Investment Management
Iowa
$17K -$16.8K -108 -49%
KCPG
1146
Kavar Capital Partners Group
Kansas
$17K +$17.4K +112 New
NWM
1147
Northwest Wealth Management
Iowa
$17K +$17.9K +115 New
Nomura Holdings
1148
Nomura Holdings
Japan
$16.7K +$11.8M +75,705 +218%
WWMSC
1149
Wagner Wealth Management (South Carolina)
South Carolina
$16K
MWM
1150
Mascoma Wealth Management
New Hampshire
$15K

PNC Hedge Fund Activity: Q1 2018 in Review

1,201 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in PNC Financial Services (PNC) for Q1 2018, worth a combined $58.5B — up 4.4% from $56.1B a quarter earlier.

Buyers outnumbered sellers: 117 funds opened new PNC positions and 71 closed out — a net gain of 46 holders — while 349 added to existing stakes and 529 trimmed.

The largest buyer was Jennison Associates, adding an estimated $630M. The largest seller was Wellington Management Group, cutting an estimated $661M.

  • 1,201 institutional investors held PNC Financial Services (PNC) as of Q1 2018, up from 1,165 in Q4 2017.
  • Funds reported $58.5B of PNC Financial Services stock for Q1 2018, up 4.4% quarter-over-quarter.
  • 117 funds opened new PNC Financial Services positions in Q1 2018 and 71 closed out, a net change of +46 holders.
  • The largest PNC Financial Services buyer in Q1 2018 was Jennison Associates, an estimated $630M added.
  • The largest PNC Financial Services seller in Q1 2018 was Wellington Management Group, an estimated $661M sold.

Based on aggregated 13F filings for Q1 2018.