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PNC Financial Services

1,351 hedge funds and large institutions have $61.6B invested in PNC Financial Services in 2021 Q1 according to their latest regulatory filings, with 130 funds opening new positions, 473 increasing their positions, 514 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

97% more first-time investments, than exits

New positions opened: 130 | Existing positions closed: 66

76% more call options, than puts

Call options by funds: $592M | Put options by funds: $336M

17% more funds holding in top 10

Funds holding in top 10: 1821 (+3)

17% more capital invested

Capital invested by funds: $52.9B → $61.6B (+$8.74B)

4% more funds holding

Funds holding: 1,2971,351 (+54)

0.55% less ownership

Funds ownership: 83.53%82.99% (-0.55%)

8% less repeat investments, than reductions

Existing positions increased: 473 | Existing positions reduced: 514

Holders
1,351
Holders Change
+54
Holders Change %
+4.16%
% of All Funds
23.72%
Holding in Top 10
21
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+16.67%
% of All Funds
0.37%
New
130
Increased
473
Reduced
514
Closed
66
Calls
$592M
Puts
$336M
Net Calls
+$256M
Net Calls Change
+$227M
Name Holding Trade Value Shares
Change
Change in
Stake
AC
1126
Avenir Corporation
Virginia
$222K +$209K +1,266 New
IA
1127
Insight Advisors
Pennsylvania
$221K +$194K +1,178 New
VST
1128
Van Strum & Towne
California
$220K +$207K +1,252 New
APP
1129
Avantax Planning Partners
Iowa
$220K +$207K +1,253 New
NC
1130
NovaPoint Capital
Georgia
$220K +$207K +1,255 New
WI
1131
Wedgewood Investors
Pennsylvania
$220K +$207K +1,256 New
HEIP
1132
Hudson Edge Investment Partners
New Jersey
$219K +$206K +1,250 New
CFA
1133
Carroll Financial Associates
North Carolina
$218K -$2.8K -17 -1%
KFI
1134
Key Financial Inc
Pennsylvania
$218K +$2.47K +15 +1%
BMCM
1135
Burns Matteson Capital Management
New York
$217K +$204K +1,237 New
DWA
1136
Douglass Winthrop Advisors
New York
$215K +$202K +1,224 New
HWA
1137
Hillcrest Wealth Advisors
New Jersey
$215K +$202K +1,225 New
MWM
1138
Modera Wealth Management
New Jersey
$215K +$203K +1,228 New
CB
1139
CNB Bank
Pennsylvania
$214K -$1.16K -7 -0.6%
VA
1140
Valmark Advisers
Ohio
$214K +$202K +1,222 New
AC
1141
Athanor Capital
New York
$211K -$1.82M -11,040 -90%
BMWM
1142
Brown Miller Wealth Management
Virginia
$211K +$199K +1,204 New
RBC
1143
Roble Belko & Company
Pennsylvania
$210K
SWA
1144
SFMG Wealth Advisors
Texas
$210K +$198K +1,199 New
OFS
1145
Orrstown Financial Services
Pennsylvania
$209K +$194K +1,178 New
TPW
1146
Tiller Private Wealth
Pennsylvania
$207K +$194K +1,178 New
MWM
1147
Meridian Wealth Management
Kentucky
$207K +$195K +1,182 New
TCM
1148
Traynor Capital Management
Pennsylvania
$207K +$195K +1,182 New
MFS
1149
Mirabella Financial Services
United Kingdom
$206K -$6.45M -39,105 -97%
CCFCSB
1150
Cape Cod Five Cents Savings Bank
Massachusetts
$206K +$194K +1,175 New

PNC Hedge Fund Activity: Q1 2021 in Review

1,351 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in PNC Financial Services (PNC) for Q1 2021, worth a combined $61.6B — up 17% from $52.9B a quarter earlier.

Buyers outnumbered sellers: 130 funds opened new PNC positions and 66 closed out — a net gain of 64 holders — while 473 added to existing stakes and 514 trimmed.

The largest buyer was Capital Research Global Investors, adding an estimated $624M. The largest seller was T. Rowe Price Associates, cutting an estimated $947M.

  • 1,351 institutional investors held PNC Financial Services (PNC) as of Q1 2021, up from 1,297 in Q4 2020.
  • Funds reported $61.6B of PNC Financial Services stock for Q1 2021, up 17% quarter-over-quarter.
  • 130 funds opened new PNC Financial Services positions in Q1 2021 and 66 closed out, a net change of +64 holders.
  • The largest PNC Financial Services buyer in Q1 2021 was Capital Research Global Investors, an estimated $624M added.
  • The largest PNC Financial Services seller in Q1 2021 was T. Rowe Price Associates, an estimated $947M sold.

Based on aggregated 13F filings for Q1 2021.