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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
HA
1176
Hamel Associates
New Jersey
$5.94K -$477K -3,075 -7%
CWM
1177
Cedar Wealth Management
California
$5K
CFD
1178
Creative Financial Designs
Indiana
$5K
SWMG
1179
Signature Wealth Management Group
Georgia
$5K
SQA
1180
Simon Quick Advisors
New Jersey
$5K
MIFH
1181
Migdal Insurance & Financial Holdings
Israel
$5K +$4.97K +32 New
SWP
1182
Strategic Wealth Partners
Ohio
$4K -$77.3K -498 -95%
FWM
1183
Focused Wealth Management
New York
$4K
POIA
1184
Pin Oak Investment Advisors
Texas
$4K
OBWP
1185
O'Brien Wealth Partners
Massachusetts
$4K +$3.88K +25 New
WAM
1186
Watermark Asset Management
California
$3K
SLF
1187
Sun Life Financial
Ontario, Canada
$2.15K -$112K -719 -69%
GTAM
1188
Global Trust Asset Management
Florida
$2K
ME
1189
McIlrath & Eck
Washington
$2K
PCFFS
1190
Pacific Center for Financial Services
California
$2K
EWM
1191
Elmwood Wealth Management
California
$1.81K +$1.86K +12 New
Parallax Volatility Advisers
1192
Parallax Volatility Advisers
California
$1K -$1.73M -11,112 -100%
AWA
1193
Acorn Wealth Advisors
Michigan
$1K
CAC
1194
Certified Advisory Corp
Florida
$1K
CAM
1195
ClariVest Asset Management
California
$1K
CWM
1196
Cranbrook Wealth Management
Michigan
$1K
WDL
1197
Well Done LLC
Michigan
$1K +$776 +5 New
GWA
1198
Guidant Wealth Advisors
Illinois
$1K +$1.24K +8 New
SHJ
1199
Sharkey, Howes & Javer
Colorado
$1K +$1.71K +11 New
DCM
1200
Discovery Capital Management
Connecticut
-$37.4M -259,349 Closed

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.