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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
PK
1151
Pflug Koory
Nebraska
$15K
ML
1152
McAdam LLC
Pennsylvania
$15K +$15.2K +98 New
PW
1153
Price Wealth
Texas
$14K -$14.6K -94 -50%
IIC
1154
Integrated Investment Consultants
Michigan
$14K +$14.3K +92 New
WF
1155
WealthTrust Fairport
Ohio
$13K +$13.4K +86 New
AWM
1156
Aevitas Wealth Management
Massachusetts
$12K
KPCM
1157
Kings Point Capital Management
New York
$12K +$12.1K +78 New
PCM
1158
Poehling Capital Management
Wisconsin
$12K +$12.4K +80 New
DBT
1159
Dubuque Bank & Trust
Iowa
$11K -$11.3K -73 -50%
TFS
1160
TrustCore Financial Services
Tennessee
$10K
FA
1161
Fortis Advisors
Pennsylvania
$9K -$259K -1,667 -97%
CPA
1162
Clear Perspective Advisors
Illinois
$9K
TJHA
1163
Thomas J. Herzfeld Advisors
Florida
$9K
TC
1164
Trilogy Capital
California
$9K +$8.85K +57 New
BL
1165
Balentine LLC
Georgia
$8K -$445K -2,868 -98%
FAM
1166
Fred Alger Management
New York
$7K -$12.3K -79 -63%
LF
1167
Lee Financial
Texas
$7K -$3.73K -24 -35%
HT
1168
Heritage Trust
Oklahoma
$7K
OFW
1169
Omnia Family Wealth
Florida
$7K
TCM
1170
Tradewinds Capital Management
Washington
$7K
RWML
1171
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$6.66K +$6.83K +44 New
CIA
1172
Covington Investment Advisors
Pennsylvania
$6.16K +$167K +1,075 +3%
HWP
1173
Hefty Wealth Partners
Indiana
$6K -$13K -84 -68%
RCG
1174
Ruggie Capital Group
Florida
$6K
HR
1175
Howe & Rusling
New York
$6K +$6.21K +40 New

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.