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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
TPWA
1301
TRUE Private Wealth Advisors
Oregon
-$127K -931 Closed
OGC
1302
Oak Grove Capital
New Hampshire
-$126K -928 Closed
FL
1303
Fort LP
Maryland
-$126K -922 Closed
SAS
1304
Stelac Advisory Services
New York
-$118K -867 Closed
DWM
1305
Destination Wealth Management
California
-$74K -545 Closed
WVP
1306
Worth Venture Partners
New Jersey
-$54K -400 Closed
ECM
1307
Exchange Capital Management
Michigan
-$47K -348 Closed
CWSR
1308
Chessman Wealth Strategies RIA
Texas
-$47K -345 Closed
MWPCG
1309
Measured Wealth Private Client Group
New Hampshire
-$45K -334 Closed
ICM
1310
IMS Capital Management
Oregon
-$28K -203 Closed
AWM
1311
AllSquare Wealth Management
New York
-$25K -187 Closed
TFS
1312
TrustCore Financial Services
Tennessee
-$25K -180 Closed
OWA
1313
One Wealth Advisors
California
-$20K -150 Closed
PAMG
1314
Patton Albertson Miller Group
Tennessee
-$11K -90 Closed
ML
1315
McAdam LLC
Pennsylvania
-$11K -83 Closed
KPCM
1316
Kings Point Capital Management
New York
-$11K -78 Closed
SCM
1317
Southport Capital Management
Tennessee
-$8K -61 Closed
CQS
1318
Credential Qtrade Securities
-$7.76K -57 Closed
TC
1319
Trilogy Capital
California
-$8K -57 Closed
SWMG
1320
Signature Wealth Management Group
Georgia
-$5K -43 Closed
SQA
1321
Simon Quick Advisors
New Jersey
-$4K -33 Closed
CFD
1322
Creative Financial Designs
Indiana
-$4K -32 Closed
SFM
1323
Signet Financial Management
New Jersey
-$4K -32 Closed
POIA
1324
Pin Oak Investment Advisors
Texas
-$4K -26 Closed
CPIG
1325
Chicago Partners Investment Group
Illinois
-$2K -15 Closed

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.