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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
Financial Engines Advisors
1151
Financial Engines Advisors
California
$206K +$194K +1,176 New
BWM
1152
Buckley Wealth Management
Nevada
$205K -$29K -176 -13%
DWA
1153
Dougherty Wealth Advisers
Minnesota
$205K
MA
1154
Montag & Associates
Georgia
$202K +$8.25K +50 +5%
SIC
1155
Schwartz Investment Counsel
Michigan
$202K +$190K +1,150 New
Capstone Investment Advisors
1156
Capstone Investment Advisors
New York
$202K +$190K +1,151 New
BWA
1157
Burt Wealth Advisors
Maryland
$201K
TIA
1158
Tiemann Investment Advisors
California
$201K +$189K +1,143 New
PP
1159
Patron Partners
Texas
$201K +$190K +1,150 New
FDCDDQ
1160
Federation des caisses Desjardins du Quebec
Quebec, Canada
$198K +$8.74K +53 +5%
FFA
1161
Founders Financial Alliance
North Carolina
$191K -$22.6K -137 -12%
EP
1162
Eudaimonia Partners
Tennessee
$190K -$1.98K -12 -1%
EIP
1163
Ellis Investment Partners
Pennsylvania
$188K +$1.32K +8 +0.8%
GEA
1164
Glen Eagle Advisors
New Jersey
$184K
DSC
1165
Duncker Streett & Co
Missouri
$179K
SFP
1166
Sterling Financial Planning
New Jersey
$175K -$4.62K -28 -3%
CFN
1167
Cordasco Financial Network
Florida
$174K +$5.77K +35 +4%
AWC
1168
Abundance Wealth Counselors
Pennsylvania
$170K -$145K -881 -48%
SCA
1169
Stonebridge Capital Advisors
Minnesota
$169K +$159K +961 New
HFA
1170
Hoover Financial Advisors
Pennsylvania
$159K
APC
1171
Aspire Private Capital
North Carolina
$158K -$177K -1,076 -54%
M
1172
MOTCO
Texas
$156K -$5.94K -36 -4%
MFA
1173
McClarren Financial Advisors
Pennsylvania
$154K +$1.16K +7 +0.8%
EDRH
1174
Edmond de Rothschild Holding
Switzerland
$146K -$1.48K -9 -1%
BWM
1175
Baystate Wealth Management
Massachusetts
$144K +$330 +2 +0.2%

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.