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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
BCI
401
Brinker Capital Investments
Pennsylvania
$3.4M -$2.07M -13,752 -34%
OPS
402
Orion Portfolio Solutions
Nebraska
$3.4M +$2.4M +15,931 +147%
QT
403
Quantbot Technologies
New York
$3.39M +$4.02M +26,657 New
JCM
404
Janney Capital Management
Pennsylvania
$3.37M -$5.75M -38,120 -59%
FB
405
Fulton Bank
Pennsylvania
$3.33M +$289K +1,917 +8%
LSERS
406
Louisiana State Employees Retirement System
Louisiana
$3.32M
Thrivent Financial for Lutherans
407
Thrivent Financial for Lutherans
Minnesota
$3.31M +$891K +5,908 +29%
PAA
408
Peregrine Asset Advisers
Oregon
$3.3M -$2.11M -14,014 -35%
NFC
409
Northeast Financial Consultants
Connecticut
$3.29M
RIM
410
Reliant Investment Management
Tennessee
$3.25M -$263K -1,746 -6%
CWM
411
Circle Wealth Management
New Jersey
$3.23M -$788K -5,229 -17%
Mercer Global Advisors
412
Mercer Global Advisors
Colorado
$3.19M +$126K +836 +3%
DILIC
413
Dai-ichi Life Insurance Company
Japan
$3.18M -$1.51M -10,000 -29%
FNT
414
First National Trust
Pennsylvania
$3.15M +$25.9K +172 +0.7%
PCTC
415
Perkins Coie Trust Company
Washington
$3.14M +$127K +840 +4%
HWAM
416
Hennion & Walsh Asset Management
New Jersey
$3.14M -$480K -3,181 -11%
UCFA
417
United Capital Financial Advisors
Texas
$3.13M -$508K -3,367 -12%
SCM
418
Stevens Capital Management
Pennsylvania
$3.13M +$3.24M +21,501 +691%
FLPIM
419
F.L. Putnam Investment Management
Massachusetts
$3.12M -$353K -2,338 -9%
SM
420
Salzhauer Michael
$3.12M +$966K +6,406 +35%
RWA
421
River Wealth Advisors
Pennsylvania
$3.08M -$25.3K -168 -0.7%
PFO
422
Pathstone Family Office
New Jersey
$3.07M -$6.24M -41,352 -63%
LFAS
423
Level Four Advisory Services
Texas
$3.04M +$451K +2,990 +14%
FNBOO
424
First National Bank of Omaha
Nebraska
$3.02M -$145K -961 -4%
PP
425
PDT Partners
New York
$2.99M +$2.64M +17,500 +292%

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.