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PNC Financial Services

1,417 hedge funds and large institutions have $41.1B invested in PNC Financial Services in 2023 Q1 according to their latest regulatory filings, with 121 funds opening new positions, 591 increasing their positions, 498 reducing their positions, and 150 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more call options, than puts

Call options by funds: $654M | Put options by funds: $502M

19% more repeat investments, than reductions

Existing positions increased: 591 | Existing positions reduced: 498

0.9% less ownership

Funds ownership: 81.76%80.85% (-0.9%)

4% less funds holding

Funds holding: 1,4781,417 (-61)

18% less funds holding in top 10

Funds holding in top 10: 119 (-2)

19% less first-time investments, than exits

New positions opened: 121 | Existing positions closed: 150

21% less capital invested

Capital invested by funds: $52.1B → $41.1B (-$11B)

Holders
1,417
Holders Change
-61
Holders Change %
-4.13%
% of All Funds
22.58%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.14%
New
121
Increased
591
Reduced
498
Closed
150
Calls
$654M
Puts
$502M
Net Calls
+$152M
Net Calls Change
+$27.8M
Name Holding Trade Value Shares
Change
Change in
Stake
HF
326
HRT Financial
New York
$5.38M -$41.1M -272,648 -87%
CSS
327
Cubist Systematic Strategies
Connecticut
$5.34M +$5.05M +33,475 +391%
HIC
328
Harvey Investment Company
Kentucky
$5.27M
PMEF
329
Point72 Middle East FZE
United Arab Emirates
$5.23M +$6.21M +41,166 New
DWP
330
Daymark Wealth Partners
Ohio
$5.22M +$164K +1,087 +3%
OSAM
331
O'Shaughnessy Asset Management
Connecticut
$5.21M +$1.23M +8,170 +25%
SCP
332
Shorepoint Capital Partners
Massachusetts
$5.15M +$265K +1,756 +5%
AAIM
333
American Assets Investment Management
California
$5.08M +$6.03M +40,000 New
HA
334
Heartland Advisors
Wisconsin
$5.05M +$5.99M +39,732 New
Cerity Partners
335
Cerity Partners
New York
$5.04M -$622K -4,125 -10%
NWM
336
NEIRG Wealth Management
Massachusetts
$4.97M +$378K +2,507 +7%
TRSOTSOK
337
Teachers Retirement System of the State of Kentucky
Kentucky
$4.96M
NA
338
NewEdge Advisors
Louisiana
$4.87M -$1.51M -10,028 -21%
SIP
339
Stoneridge Investment Partners
Pennsylvania
$4.82M +$3.22M +21,347 +129%
FC
340
FORA Capital
Florida
$4.81M +$5.71M +37,841 New
VAS
341
Vestmark Advisory Solutions
Massachusetts
$4.78M -$19.3K -128 -0.3%
AC
342
Addenda Capital
Quebec, Canada
$4.59M -$127K -839 -2%
BCIM
343
British Columbia Investment Management
British Columbia, Canada
$4.57M -$71.9K -477 -1%
SIG
344
Sky Investment Group
Connecticut
$4.55M +$52.9K +351 +1%
RB
345
Rodgers Brothers
Pennsylvania
$4.53M +$2.54M +16,850 +90%
Creative Planning
346
Creative Planning
Kansas
$4.52M +$234K +1,555 +5%
HWM
347
HB Wealth Management
Georgia
$4.49M +$473K +3,134 +10%
HA
348
Hamel Associates
New Jersey
$4.46M -$101K -670 -2%
E
349
Ergoteles
New York
$4.44M +$4.44M +29,465 +538%
WT
350
Washington Trust
Rhode Island
$4.43M -$5.27M -34,935 -50%

PNC Hedge Fund Activity: Q1 2023 in Review

1,417 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in PNC Financial Services (PNC) for Q1 2023, worth a combined $41.1B — down 21% from $52.1B a quarter earlier.

Sellers outnumbered buyers: 150 funds closed out of PNC and 121 opened new positions — a net loss of 29 holders — while 498 trimmed existing stakes and 591 added.

The largest buyer was T. Rowe Price Associates, adding an estimated $1.14B. The largest seller was Capital Research Global Investors, cutting an estimated $1.84B.

  • 1,417 institutional investors held PNC Financial Services (PNC) as of Q1 2023, down from 1,478 in Q4 2022.
  • Funds reported $41.1B of PNC Financial Services stock for Q1 2023, down 21% quarter-over-quarter.
  • 121 funds opened new PNC Financial Services positions in Q1 2023 and 150 closed out, a net change of -29 holders.
  • The largest PNC Financial Services buyer in Q1 2023 was T. Rowe Price Associates, an estimated $1.14B added.
  • The largest PNC Financial Services seller in Q1 2023 was Capital Research Global Investors, an estimated $1.84B sold.

Based on aggregated 13F filings for Q1 2023.