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PNC Financial Services

1,410 hedge funds and large institutions have $41B invested in PNC Financial Services in 2023 Q1 according to their latest regulatory filings, with 120 funds opening new positions, 588 increasing their positions, 497 reducing their positions, and 150 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,410
Holders Change
-62
Holders Change %
-4.21%
% of All Funds
22.57%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.14%
New
120
Increased
588
Reduced
497
Closed
150
Calls
$654M
Puts
$502M
Net Calls
+$152M
Net Calls Change
+$27.8M
Name Holding Trade Value Shares
Change
Shares
Change %
HIC
326
Harvey Investment Company
Kentucky
$5.27M
PMEF
327
Point72 Middle East FZE
United Arab Emirates
$5.23M +$5.23M +41,166 New
DWP
328
Daymark Wealth Partners
Ohio
$5.22M +$138K +1,087 +3%
OSAM
329
O'Shaughnessy Asset Management
Connecticut
$5.21M +$1.04M +8,170 +25%
SCP
330
Shorepoint Capital Partners
Massachusetts
$5.15M +$223K +1,756 +5%
AAIM
331
American Assets Investment Management
California
$5.08M +$5.08M +40,000 New
HA
332
Heartland Advisors
Wisconsin
$5.05M +$5.05M +39,732 New
Cerity Partners
333
Cerity Partners
New York
$5.04M -$529K -4,125 -10%
NWM
334
NEIRG Wealth Management
Massachusetts
$4.97M +$319K +2,507 +7%
TRSOTSOK
335
Teachers Retirement System of the State of Kentucky
Kentucky
$4.97M
NA
336
NewEdge Advisors
Louisiana
$4.87M -$1.26M -10,028 -21%
SIP
337
Stoneridge Investment Partners
Pennsylvania
$4.82M +$2.71M +21,347 +129%
FC
338
FORA Capital
Florida
$4.81M +$4.81M +37,841 New
VAS
339
Vestmark Advisory Solutions
Massachusetts
$4.78M -$16.3K -128 -0.3%
AC
340
Addenda Capital
Quebec, Canada
$4.59M -$107K -839 -2%
BCIM
341
British Columbia Investment Management
British Columbia, Canada
$4.57M -$60.6K -477 -1%
SIG
342
Sky Investment Group
Connecticut
$4.55M +$44.6K +351 +1%
RB
343
Rodgers Brothers
Pennsylvania
$4.53M +$2.14M +16,850 +90%
Creative Planning
344
Creative Planning
Kansas
$4.52M +$198K +1,555 +5%
HWM
345
HB Wealth Management
Georgia
$4.49M +$398K +3,134 +10%
HA
346
Hamel Associates
New Jersey
$4.46M -$85.2K -670 -2%
E
347
Ergoteles
New York
$4.44M +$3.75M +29,465 +538%
WT
348
Washington Trust
Rhode Island
$4.43M -$4.44M -34,935 -50%
AAS
349
Avantax Advisory Services
Texas
$4.42M +$326K +2,567 +8%
CI
350
CX Institutional
Indiana
$4.36M +$4.15M +33,101 +2,042%