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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
CFFP
1201
Center for Financial Planning
Michigan
$74K +$70K +466 New
GCM
1202
Gables Capital Management
Florida
$73K
SCM
1203
Silvant Capital Management
Georgia
$71K
OSAM
1204
O'Shaughnessy Asset Management
Connecticut
$71K +$66.1K +440 +22,000%
HWA
1205
Heritage Wealth Advisors
Virginia
$70.7K
WWM
1206
Willingdon Wealth Management
North Carolina
$70K -$31.1K -207 -32%
MSFP
1207
Mark Sheptoff Financial Planning
Connecticut
$70K
GI
1208
Gradient Investments
Minnesota
$64K -$4.2K -28 -7%
RP
1209
Rice Partnership
Hawaii
$64K +$60K +400 New
PWMG
1210
Prestige Wealth Management Group
New Jersey
$63K
SFSIG
1211
San Francisco Sentry Investment Group
California
$61K -$18.8K -125 -25%
CHA
1212
Carmichael Hill & Associates
Maryland
$58K +$54.9K +366 New
BWM
1213
BerganKDV Wealth Management
Minnesota
$57K +$1.95K +13 +4%
SGAM
1214
Smith Group Asset Management
Texas
$56K +$3K +20 +6%
ONST
1215
Old North State Trust
North Carolina
$55K +$5.4K +36 +12%
LWM
1216
Liberty Wealth Management
California
$55K +$16.8K +112 +48%
AP
1217
Americana Partners
Texas
$55K +$52.5K +350 New
SIAP
1218
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$54K
CT
1219
Clearstead Trust
Maine
$53K
PB
1220
Pinnacle Bancorp
Nebraska
$53K
CG
1221
Cutler Group
California
$53K +$50.7K +338 New
ATC
1222
Adirondack Trust Company
New York
$52K -$3.45K -23 -6%
1NWS
1223
1 North Wealth Services
Maryland
$52K
NC
1224
NewSquare Capital
Pennsylvania
$52K +$48K +320 +8,000%
TT
1225
TI-Trust
Illinois
$52K +$48.8K +325 New