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PNC Financial Services

1,340 hedge funds and large institutions have $56.6B invested in PNC Financial Services in 2019 Q4 according to their latest regulatory filings, with 204 funds opening new positions, 437 increasing their positions, 461 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

308% more first-time investments, than exits

New positions opened: 204 | Existing positions closed: 50

37% more funds holding in top 10

Funds holding in top 10: 1926 (+7)

13% more capital invested

Capital invested by funds: $50.2B → $56.6B (+$6.47B)

11% more funds holding

Funds holding: 1,2041,340 (+136)

0.46% more ownership

Funds ownership: 80.55%81.01% (+0.46%)

5% less repeat investments, than reductions

Existing positions increased: 437 | Existing positions reduced: 461

18% less call options, than puts

Call options by funds: $397M | Put options by funds: $486M

Holders
1,340
Holders Change
+136
Holders Change %
+11.3%
% of All Funds
26.4%
Holding in Top 10
26
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+36.84%
% of All Funds
0.51%
New
204
Increased
437
Reduced
461
Closed
50
Calls
$397M
Puts
$486M
Net Calls
-$89.5M
Net Calls Change
-$53.4M
Name Holding Trade Value Shares
Change
Change in
Stake
RIA
1151
Realta Investment Advisors
Delaware
$146K +$18.3K +122 +15%
RTC
1152
Riverview Trust Company
Washington
$145K
SMFS
1153
Squar Milner Financial Services
California
$144K -$484K -3,222 -78%
SAM
1154
Security Asset Management
New York
$141K
PCM
1155
Penserra Capital Management
California
$141K +$48.5K +323 +51%
DSC
1156
Duncker Streett & Co
Missouri
$136K +$128K +855 New
EP
1157
Eudaimonia Partners
Tennessee
$136K +$128K +855 New
ACM
1158
Allred Capital Management
Texas
$134K +$126K +838 New
AIC
1159
Ameritas Investment Company
Nebraska
$129K +$67.1K +447 +124%
WG
1160
Welch Group
Alabama
$127K +$119K +795 New
Cohen & Steers
1161
Cohen & Steers
New York
$125K
CA
1162
Crewe Advisors
Utah
$125K
GWS
1163
Glassman Wealth Services
Virginia
$120K +$14.9K +99 +15%
OC
1164
Oakworth Capital
Alabama
$120K +$15K +100 +15%
AA
1165
Argent Advisors
Louisiana
$120K +$117K +782 New
BWM
1166
Baystate Wealth Management
Massachusetts
$118K
SIAS
1167
Shine Investment Advisory Services
Colorado
$118K +$53.7K +358 +94%
HIIFS
1168
Harel Insurance Investments & Financial Services
Israel
$117K +$110K +736 New
JFGIW
1169
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$116K -$2.85K -19 -3%
WFMPM
1170
Woodley Farra Manion Portfolio Management
Indiana
$116K +$109K +729 New
RFA
1171
Reilly Financial Advisors
California
$114K
SIC
1172
Salem Investment Counselors
North Carolina
$114K +$600 +4 +0.6%
BL
1173
Balentine LLC
Georgia
$113K +$64.9K +432 +158%
PCA
1174
Peddock Capital Advisors
Massachusetts
$113K +$106K +707 New
Loomis, Sayles & Company
1175
Loomis, Sayles & Company
Massachusetts
$108K +$9.01K +60 +10%