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PNC Financial Services

1,197 hedge funds and large institutions have $43.4B invested in PNC Financial Services in 2018 Q4 according to their latest regulatory filings, with 133 funds opening new positions, 391 increasing their positions, 468 reducing their positions, and 132 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more call options, than puts

Call options by funds: $302M | Put options by funds: $246M

0.8% more ownership

Funds ownership: 80.34%81.14% (+0.8%)

1% more first-time investments, than exits

New positions opened: 133 | Existing positions closed: 132

1% less funds holding

Funds holding: 1,2071,197 (-10)

6% less funds holding in top 10

Funds holding in top 10: 1817 (-1)

15% less capital invested

Capital invested by funds: $50.7B → $43.4B (-$7.36B)

16% less repeat investments, than reductions

Existing positions increased: 391 | Existing positions reduced: 468

Holders
1,197
Holders Change
-10
Holders Change %
-0.83%
% of All Funds
26.67%
Holding in Top 10
17
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.56%
% of All Funds
0.38%
New
133
Increased
391
Reduced
468
Closed
132
Calls
$302M
Puts
$246M
Net Calls
+$55.5M
Net Calls Change
+$2.83M
Name Holding Trade Value Shares
Change
Change in
Stake
FPB
1151
First PREMIER Bank
South Dakota
$11K +$12.1K +95 New
NA
1152
NewEdge Advisors
Louisiana
$10.6K +$1.48M +11,564 +15%
SWP
1153
Strategic Wealth Partners
Ohio
$10K
WF
1154
WealthTrust Fairport
Ohio
$10K
PWM
1155
PRW Wealth Management
Massachusetts
$10K +$10.5K +82 New
LWM
1156
Liberty Wealth Management
California
$10K +$11.5K +90 New
MSA
1157
Marino Stram & Associates
Massachusetts
$9K -$25.1K -197 -72%
AWM
1158
Aevitas Wealth Management
Massachusetts
$9K -$12.8K -100 -56%
CI
1159
CX Institutional
Indiana
$9K
DBT
1160
Dubuque Bank & Trust
Iowa
$9K
MFW
1161
Mosaic Family Wealth
Missouri
$8K -$26.8K -210 -75%
FLI
1162
Family Legacy Inc
South Carolina
$8K
IFAM
1163
Institutional & Family Asset Management
Colorado
$8K +$2.04K +16 +32%
BCI
1164
Brinker Capital Investments
Pennsylvania
$8K +$8.3K +65 New
TJHA
1165
Thomas J. Herzfeld Advisors
Florida
$7K
SBL
1166
Sargent Bickham Lagudis
Colorado
$7K +$7.28K +57 New
HT
1167
Heritage Trust
Oklahoma
$5K
OFW
1168
Omnia Family Wealth
Florida
$5K
TCM
1169
Tradewinds Capital Management
Washington
$5K
SIS
1170
Sound Income Strategies
Florida
$5K +$4.98K +39 New
HWM
1171
Holloway Wealth Management
Florida
$4K
MIM
1172
Macroview Investment Management
Maryland
$4K
CIA
1173
CSat Investment Advisory
Michigan
$4K +$1.91K +15 +71%
CWM
1174
Catamount Wealth Management
Connecticut
$4K +$4.08K +32 New
NIM
1175
NuWave Investment Management
New Jersey
$3K -$497K -3,897 -99%

PNC Hedge Fund Activity: Q4 2018 in Review

1,197 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in PNC Financial Services (PNC) for Q4 2018, worth a combined $43.4B — down 15% from $50.7B a quarter earlier.

Buyers outnumbered sellers: 133 funds opened new PNC positions and 132 closed out — a net gain of 1 holder — while 391 added to existing stakes and 468 trimmed.

The largest buyer was Capital World Investors, adding an estimated $1.24B. The largest seller was Jennison Associates, cutting an estimated $335M.

  • 1,197 institutional investors held PNC Financial Services (PNC) as of Q4 2018, down from 1,207 in Q3 2018.
  • Funds reported $43.4B of PNC Financial Services stock for Q4 2018, down 15% quarter-over-quarter.
  • 133 funds opened new PNC Financial Services positions in Q4 2018 and 132 closed out, a net change of +1 holder.
  • The largest PNC Financial Services buyer in Q4 2018 was Capital World Investors, an estimated $1.24B added.
  • The largest PNC Financial Services seller in Q4 2018 was Jennison Associates, an estimated $335M sold.

Based on aggregated 13F filings for Q4 2018.