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PNC Financial Services

1,498 hedge funds and large institutions have $52.2B invested in PNC Financial Services in 2023 Q4 according to their latest regulatory filings, with 214 funds opening new positions, 477 increasing their positions, 603 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed

193% more first-time investments, than exits

New positions opened: 214 | Existing positions closed: 73

30% more funds holding in top 10

Funds holding in top 10: 1013 (+3)

30% more capital invested

Capital invested by funds: $40.1B → $52.2B (+$12B)

24% more call options, than puts

Call options by funds: $714M | Put options by funds: $576M

9% more funds holding

Funds holding: 1,3781,498 (+120)

2.48% more ownership

Funds ownership: 82.08%84.56% (+2.5%)

21% less repeat investments, than reductions

Existing positions increased: 477 | Existing positions reduced: 603

Holders
1,498
Holders Change
+120
Holders Change %
+8.71%
% of All Funds
21.84%
Holding in Top 10
13
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+30%
% of All Funds
0.19%
New
214
Increased
477
Reduced
603
Closed
73
Calls
$714M
Puts
$576M
Net Calls
+$138M
Net Calls Change
+$7.75M
Name Holding Trade Value Shares
Change
Change in
Stake
MOACM
276
Mutual of America Capital Management
New York
$8.26M -$314K -2,426 -4%
SAM
277
Socorro Asset Management
Texas
$8.24M +$184K +1,418 +3%
X
278
Xponance
Pennsylvania
$8.21M +$242K +1,871 +4%
NC
279
Nicholas Company
Wisconsin
$8.2M -$1.94K -15 -0%
HFS
280
Hantz Financial Services
Michigan
$8.15M -$457K -3,532 -6%
LBC
281
Lowe Brockenbrough & Co
Virginia
$8.14M -$1.46M -11,281 -18%
SWP
282
Strategic Wealth Partners
Ohio
$8.13M +$2.37M +18,306 +53%
Cetera Investment Advisers
283
Cetera Investment Advisers
Illinois
$8.07M +$773K +5,970 +13%
Bank of Nova Scotia
284
Bank of Nova Scotia
Ontario, Canada
$8.02M +$1.61M +12,437 +32%
WB
285
WesBanco Bank
West Virginia
$7.91M -$1.56M -12,073 -19%
MME
286
Meag Munich Ergo
Germany
$7.89M +$6.6M +50,956 New
CIC
287
Cutler Investment Counsel
Oregon
$7.88M -$62.5K -483 -0.9%
B
288
Bailard
California
$7.8M +$65.8K +508 +1%
SI
289
Stephens Inc
Arkansas
$7.67M -$344K -2,659 -5%
PE
290
Point72 Europe
United Kingdom
$7.65M +$1.2M +9,300 +23%
JIC
291
Joel Isaacson & Co
New York
$7.59M
SW
292
SteelPeak Wealth
California
$7.56M -$924K -7,138 -13%
Bessemer Group
293
Bessemer Group
New Jersey
$7.52M -$113K -876 -2%
LP
294
LMR Partners
United Kingdom
$7.51M +$6.28M +48,480 New
DWM
295
Dakota Wealth Management
Florida
$7.46M +$5.55M +42,843 +806%
FAB
296
First American Bank
Illinois
$7.4M -$50.6K -391 -0.8%
Vontobel Holding
297
Vontobel Holding
Switzerland
$7.33M -$17.7K -137 -0.3%
N
298
Natixis
France
$7.11M +$3.21M +24,781 +117%
BCIM
299
British Columbia Investment Management
British Columbia, Canada
$7.1M +$1.24M +9,570 +26%
GC
300
Guggenheim Capital
Illinois
$7.08M -$1.16M -8,986 -16%

PNC Hedge Fund Activity: Q4 2023 in Review

1,498 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in PNC Financial Services (PNC) for Q4 2023, worth a combined $52.2B — up 30% from $40.1B a quarter earlier.

Buyers outnumbered sellers: 214 funds opened new PNC positions and 73 closed out — a net gain of 141 holders — while 477 added to existing stakes and 603 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $514M. The largest seller was Wellington Management Group, cutting an estimated $224M.

  • 1,498 institutional investors held PNC Financial Services (PNC) as of Q4 2023, up from 1,378 in Q3 2023.
  • Funds reported $52.2B of PNC Financial Services stock for Q4 2023, up 30% quarter-over-quarter.
  • 214 funds opened new PNC Financial Services positions in Q4 2023 and 73 closed out, a net change of +141 holders.
  • The largest PNC Financial Services buyer in Q4 2023 was Fidelity Investments, an estimated $514M added.
  • The largest PNC Financial Services seller in Q4 2023 was Wellington Management Group, an estimated $224M sold.

Based on aggregated 13F filings for Q4 2023.