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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
PW
1126
Price Wealth
Texas
$30K +$19.4K +133 +141%
WIM
1127
Westside Investment Management
California
$29.1K
BC
1128
Barnett & Company
Tennessee
$27K
CIM
1129
Contravisory Investment Management
Massachusetts
$27K
HFM
1130
Hartford Financial Management
Connecticut
$27K
PO
1131
Private Ocean
California
$27K
ADL
1132
Asset Dedication LLC
California
$27K +$28.9K +198 New
WF
1133
WealthTrust Fairport
Ohio
$25K +$14.3K +98 +114%
AWM
1134
AllSquare Wealth Management
New York
$25K +$27.3K +187 New
SCA
1135
Stuart Chaussee & Associates
California
$23K
CAL
1136
Capital Advisors Ltd
Ohio
$21K
CTB
1137
Country Trust Bank
Illinois
$21K
EWM
1138
Endurance Wealth Management
Rhode Island
$21K
FEG
1139
Financial Enhancement Group
Indiana
$21K
ACM
1140
AUA Capital Management
Pennsylvania
$20K
BG
1141
Bollard Group
Massachusetts
$20K
MCM
1142
MV Capital Management
Maryland
$20K
OWA
1143
One Wealth Advisors
California
$20K
PMFA
1144
Plante Moran Financial Advisors
Michigan
$18K -$20.6K -141 -52%
RE
1145
RBC Europe
United Kingdom
$17.6K
APSP
1146
Asset Planning Services (Pennsylvania)
Pennsylvania
$17K -$44.1K -302 -71%
JAM
1147
Jolley Asset Management
North Carolina
$17K
OIA
1148
Optimum Investment Advisors
Illinois
$17K
WWMSC
1149
Wagner Wealth Management (South Carolina)
South Carolina
$17K +$3.06K +21 +20%
CCM
1150
Covington Capital Management
California
$16K -$3.94K -27 -18%

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.