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PNC Financial Services

1,400 hedge funds and large institutions have $91.1B invested in PNC Financial Services in 2021 Q3 according to their latest regulatory filings, with 104 funds opening new positions, 554 increasing their positions, 456 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more first-time investments, than exits

New positions opened: 104 | Existing positions closed: 75

28% more call options, than puts

Call options by funds: $832M | Put options by funds: $650M

21% more repeat investments, than reductions

Existing positions increased: 554 | Existing positions reduced: 456

3% more capital invested

Capital invested by funds: $88.8B → $91.1B (+$2.33B)

1% more funds holding

Funds holding: 1,3901,400 (+10)

0.24% more ownership

Funds ownership: 83.06%83.3% (+0.24%)

11% less funds holding in top 10

Funds holding in top 10: 1917 (-2)

Holders
1,400
Holders Change
+10
Holders Change %
+0.72%
% of All Funds
24.51%
Holding in Top 10
17
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-10.53%
% of All Funds
0.3%
New
104
Increased
554
Reduced
456
Closed
75
Calls
$832M
Puts
$650M
Net Calls
+$182M
Net Calls Change
-$14.2M
Name Holding Trade Value Shares
Change
Change in
Stake
AW
1376
Alaethes Wealth
Nevada
$7K
IFAM
1377
Institutional & Family Asset Management
Colorado
$7K
MWM
1378
Mascoma Wealth Management
New Hampshire
$7K +$7.18K +38 New
APWA
1379
Atlas Private Wealth Advisors
New Jersey
$6K -$3.21K -17 -34%
BA
1380
Bellwether Advisors
Nebraska
$6K
TCWA
1381
Ten Capital Wealth Advisors
Washington
$6K
WQ
1382
Wealth Quarterback
New Jersey
$5K -$21.2K -112 -82%
SIS
1383
Sound Income Strategies
Florida
$5K -$2.27K -12 -32%
FWM
1384
Focused Wealth Management
New York
$5K +$189 +1 +4%
CWM
1385
Cranbrook Wealth Management
Michigan
$5K +$2.83K +15 +167%
LWANC
1386
Laurel Wealth Advisors (North Carolina)
North Carolina
$4K
BBHC
1387
Brown Brothers Harriman & Co
New York
$3.73K +$440K +2,330 +14%
UFF
1388
USA Financial Formulas
Michigan
$3K -$843K -4,464 -100%
GWSG
1389
GPS Wealth Strategies Group
Colorado
$3K
JWM
1390
Janiczek Wealth Management
Colorado
$3K +$567 +3 +25%
CAM
1391
ClariVest Asset Management
California
$2K
CAC
1392
Certified Advisory Corp
Florida
$2K +$1.7K +9 New
CFA
1393
Cahill Financial Advisors
Minnesota
$2K +$2.08K +11 New
TFA
1394
Transamerica Financial Advisors
Florida
$1K -$189 -1 -20%
AWMS
1395
Advocacy Wealth Management Services
Georgia
$1K
AIM
1396
Arcadia Investment Management
Michigan
$1K
LAS
1397
Lloyd Advisory Services
Georgia
$1K
GKWIM
1398
Gerber Kawasaki Wealth & Investment Management
California
$1K +$189 +1 New
PI
1399
PEAK6 Investments
Illinois
$1K +$567 +3 New
CI
1400
Cordant Inc
Oregon
$1K +$1.32K +7 New