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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
DC
376
Davenport & Co
Virginia
$3.96M -$274K -1,817 -6%
PFS
377
Prospera Financial Services
Texas
$3.96M +$1.56M +10,352 +50%
PI
378
PFS Investments
Georgia
$3.96M +$317K +2,099 +7%
OPERF
379
Oregon Public Employees Retirement Fund
Oregon
$3.95M -$1.51K -10 -0%
DR
380
Davis Rea
Ontario, Canada
$3.91M -$100K -665 -2%
BAMF
381
BI Asset Management Fondsmaeglerselskab
Denmark
$3.89M +$28.2K +187 +0.6%
WJWM
382
Williams Jones Wealth Management
New York
$3.88M -$939K -6,226 -17%
IWP
383
Icon Wealth Partners
Texas
$3.86M +$4.58M +30,382 New
SWP
384
Strategic Wealth Partners
Ohio
$3.85M +$1.69M +11,222 +59%
LNB
385
Ledyard National Bank
$3.81M -$172K -1,143 -4%
Pacer Advisors
386
Pacer Advisors
Pennsylvania
$3.81M +$4.38M +29,050 +3,120%
AG
387
Advocate Group
Minnesota
$3.78M +$2.2M +14,573 +96%
CAM
388
Carret Asset Management
New York
$3.74M +$18.1K +120 +0.4%
TIM
389
Thompson Investment Management
Wisconsin
$3.67M +$467K +3,100 +12%
CGH
390
Crossmark Global Holdings
Texas
$3.64M -$282K -1,869 -6%
RJT
391
Raymond James Trust
Florida
$3.61M +$411K +2,728 +11%
KWILP
392
Kiwi Wealth Investments Limited Partnership
New Zealand
$3.57M
Vontobel Holding
393
Vontobel Holding
Switzerland
$3.56M +$2.95M +19,576 +233%
Verition Fund Management
394
Verition Fund Management
Connecticut
$3.55M +$3.66M +24,291 +662%
AIP
395
Ameritas Investment Partners
Nebraska
$3.55M +$399K +2,647 +10%
EGM
396
Engineers Gate Manager
New York
$3.51M +$3.92M +25,996 +1,615%
BCCM
397
Bridge Creek Capital Management
Massachusetts
$3.47M +$156K +1,035 +4%
MPAM
398
Murphy Pohlad Asset Management
Minnesota
$3.46M +$583K +3,864 +17%
Nordea Investment Management
399
Nordea Investment Management
Sweden
$3.44M +$28.8K +191 +0.7%
VFM
400
Viking Fund Management
North Dakota
$3.43M +$3.17M +21,000 +350%

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.