We are live on ! Find out more
PNC icon

PNC Financial Services

1,478 hedge funds and large institutions have $52.1B invested in PNC Financial Services in 2022 Q4 according to their latest regulatory filings, with 171 funds opening new positions, 536 increasing their positions, 527 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

104% more first-time investments, than exits

New positions opened: 171 | Existing positions closed: 84

26% more call options, than puts

Call options by funds: $609M | Put options by funds: $485M

4% more funds holding

Funds holding: 1,4181,478 (+60)

4% more capital invested

Capital invested by funds: $50.3B → $52.1B (+$1.83B)

2% more repeat investments, than reductions

Existing positions increased: 536 | Existing positions reduced: 527

0.41% less ownership

Funds ownership: 82.17%81.76% (-0.41%)

8% less funds holding in top 10

Funds holding in top 10: 1211 (-1)

Holders
1,478
Holders Change
+60
Holders Change %
+4.23%
% of All Funds
23.76%
Holding in Top 10
11
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-8.33%
% of All Funds
0.18%
New
171
Increased
536
Reduced
527
Closed
84
Calls
$609M
Puts
$485M
Net Calls
+$124M
Net Calls Change
+$189M
Name Holding Trade Value Shares
Change
Change in
Stake
GIA
301
Gateway Investment Advisers
Ohio
$7.15M +$90.5K +575 +1%
Cerity Partners
302
Cerity Partners
New York
$7.07M -$154K -976 -2%
AssetMark Inc
303
AssetMark Inc
California
$7M +$1.65M +10,496 +31%
Allianz Asset Management
304
Allianz Asset Management
Germany
$6.95M +$599K +3,809 +9%
SIA
305
Sit Investment Associates
Minnesota
$6.91M +$6.88M +43,745 New
IIM
306
INTECH Investment Management
Florida
$6.76M -$9.09M -57,755 -57%
QPWM
307
Quadrant Private Wealth Management
Pennsylvania
$6.74M +$6.72M +42,680 New
SMDAM
308
Sumitomo Mitsui DS Asset Management
Japan
$6.64M -$84.8K -539 -1%
EI
309
Ethic Inc
New York
$6.56M +$617K +3,922 +10%
HIC
310
Harvey Investment Company
Kentucky
$6.55M
HSA
311
HBK Sorce Advisory
Pennsylvania
$6.51M +$3.17M +20,157 +96%
BCI
312
Brinker Capital Investments
Pennsylvania
$6.4M -$337K -2,139 -5%
DWP
313
Daymark Wealth Partners
Ohio
$6.32M +$6.3M +40,015 New
PAA
314
Peregrine Asset Advisers
Oregon
$6.31M +$6.29M +39,966 New
WP
315
Waycross Partners
Kentucky
$6.29M +$3.39M +21,523 +118%
PCIA
316
Prime Capital Investment Advisors
Kansas
$6.24M +$4.41M +28,046 +244%
TRSOTSOK
317
Teachers Retirement System of the State of Kentucky
Kentucky
$6.17M
SCP
318
Shorepoint Capital Partners
Massachusetts
$6.13M +$1.5M +9,528 +33%
CI Investments Inc
319
CI Investments Inc
Ontario, Canada
$6.12M +$94.3K +599 +2%
TPCW
320
TD Private Client Wealth
New York
$6.11M -$132K -840 -2%
William Blair & Company
321
William Blair & Company
Illinois
$5.98M +$1.08M +6,871 +22%
VAS
322
Vestmark Advisory Solutions
Massachusetts
$5.96M +$184K +1,171 +3%
AC
323
Addenda Capital
Quebec, Canada
$5.83M -$128K -814 -2%
WJWM
324
Williams Jones Wealth Management
New York
$5.81M -$237K -1,506 -4%
AWM
325
AE Wealth Management
Kansas
$5.8M +$1.39M +8,816 +32%

PNC Hedge Fund Activity: Q4 2022 in Review

1,478 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in PNC Financial Services (PNC) for Q4 2022, worth a combined $52.1B — up 3.6% from $50.3B a quarter earlier.

Buyers outnumbered sellers: 171 funds opened new PNC positions and 84 closed out — a net gain of 87 holders — while 536 added to existing stakes and 527 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $164M. The largest seller was Wellington Management Group, cutting an estimated $650M.

  • 1,478 institutional investors held PNC Financial Services (PNC) as of Q4 2022, up from 1,418 in Q3 2022.
  • Funds reported $52.1B of PNC Financial Services stock for Q4 2022, up 3.6% quarter-over-quarter.
  • 171 funds opened new PNC Financial Services positions in Q4 2022 and 84 closed out, a net change of +87 holders.
  • The largest PNC Financial Services buyer in Q4 2022 was Morgan Stanley, an estimated $164M added.
  • The largest PNC Financial Services seller in Q4 2022 was Wellington Management Group, an estimated $650M sold.

Based on aggregated 13F filings for Q4 2022.