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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
SIS
1301
Sound Income Strategies
Florida
$17.7K
FQ
1302
First Quadrant
California
$17K
SC
1303
Solstein Capital
California
$17K +$15.8K +96 New
COCM
1304
Charter Oak Capital Management
New Hampshire
$13K
ME
1305
McIlrath & Eck
Washington
$13K
SFSIG
1306
San Francisco Sentry Investment Group
California
$13K
TCM
1307
Tradewinds Capital Management
Washington
$13K
AF
1308
Allworth Financial
California
$13K +$1.16K +7 +10%
GWMIA
1309
Global Wealth Management Investment Advisory
Florida
$12K
TWM
1310
Tradition Wealth Management
Minnesota
$12K +$990 +6 +10%
MF
1311
Manchester Financial
California
$12K +$7.42K +45 +173%
CIA
1312
CSat Investment Advisory
Michigan
$11K -$1.16K -7 -10%
TCWM
1313
Total Clarity Wealth Management
Illinois
$11K +$10.7K +65 New
ASBI
1314
American State Bank (Iowa)
Iowa
$10.9K +$10.2K +62 New
HF
1315
Halpern Financial
Virginia
$10.5K +$9.9K +60 New
DWMG
1316
DB Wealth Management Group
California
$10K
FMP
1317
Financial Management Professionals
Texas
$10K +$2.31K +14 +33%
Loomis, Sayles & Company
1318
Loomis, Sayles & Company
Massachusetts
$10K +$9.57K +58 New
CCM
1319
Covington Capital Management
California
$10K +$9.73K +59 New
FMB
1320
Field & Main Bank
Kentucky
$9K -$8.25K -50 -50%
HCP
1321
Hexagon Capital Partners
Arkansas
$9K
HWA
1322
HHM Wealth Advisors
Tennessee
$9K
TJHA
1323
Thomas J. Herzfeld Advisors
Florida
$9K
CLOS
1324
Compagnie Lombard Odier SCmA
Switzerland
$9K +$8.91K +54 New
TF
1325
TimeScale Financial
Massachusetts
$8K

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.