The worry is obviously interest margin - but I don't think it is justified. The hedge funds probably look upon PNC's interest margin decrease as as opportunity to push the Regional Banks down. I think BB&T will do very well, so I bought additional shares today. In the short term, it may have been a bad move. Time will tell. Good luck to all.
I did the same, because BB&T has been growing well in basic consumer banking. But I was also expecting WFC to beat on new originations, and was wrong there, so I could be having a bad couple weeks on bank calls.