We are live on ! Find out more
PNC icon

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
CYG
1401
Clean Yield Group
Vermont
-$79K -529 Closed
PS
1402
Planned Solutions
California
-$74K -500 Closed
PWM
1403
Perigon Wealth Management
California
-$66K -443 Closed
CWM
1404
Curi Wealth Management
North Carolina
-$62K -416 Closed
CCA
1405
Childress Capital Advisors
Texas
-$53K -353 Closed
RWA
1406
Ropes Wealth Advisors
Massachusetts
-$52K -352 Closed
CT
1407
Clearstead Trust
Maine
-$49K -330 Closed
SFG
1408
Sowa Financial Group
Rhode Island
-$42K -285 Closed
Bank Julius Baer & Co
1409
Bank Julius Baer & Co
Switzerland
-$41K -275 Closed
AWG
1410
Altus Wealth Group
Colorado
-$31K -210 Closed
BBHBI
1411
B, B, H, & B Inc
Alabama
-$29K -200 Closed
VCG
1412
Vantage Consulting Group
Virginia
-$27K -181 Closed
FWM
1413
ForthRight Wealth Management
Georgia
-$20K -135 Closed
KC
1414
Kinloch Capital
Virginia
-$9K -63 Closed
HWM
1415
HighMark Wealth Management
Minnesota
-$8K -57 Closed
SIAG
1416
Safeguard Investment Advisory Group
California
-$7K -50 Closed
NSB
1417
Norway Savings Bank
Maine
-$3K -19 Closed
NG
1418
NWK Group
California
-$2K -14 Closed
TI
1419
tru Independence
Oregon
-$2 -11 Closed

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.