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PNC Financial Services

1,498 hedge funds and large institutions have $52.2B invested in PNC Financial Services in 2023 Q4 according to their latest regulatory filings, with 214 funds opening new positions, 477 increasing their positions, 603 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed

193% more first-time investments, than exits

New positions opened: 214 | Existing positions closed: 73

30% more funds holding in top 10

Funds holding in top 10: 1013 (+3)

30% more capital invested

Capital invested by funds: $40.1B → $52.2B (+$12B)

24% more call options, than puts

Call options by funds: $714M | Put options by funds: $576M

9% more funds holding

Funds holding: 1,3781,498 (+120)

2.48% more ownership

Funds ownership: 82.08%84.56% (+2.5%)

21% less repeat investments, than reductions

Existing positions increased: 477 | Existing positions reduced: 603

Holders
1,498
Holders Change
+120
Holders Change %
+8.71%
% of All Funds
21.84%
Holding in Top 10
13
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+30%
% of All Funds
0.19%
New
214
Increased
477
Reduced
603
Closed
73
Calls
$714M
Puts
$576M
Net Calls
+$138M
Net Calls Change
+$7.75M
Name Holding Trade Value Shares
Change
Change in
Stake
JAG
401
Journey Advisory Group
Kentucky
$3.27M +$47.6K +368 +2%
FNT
402
First National Trust
Pennsylvania
$3.26M -$312K -2,411 -10%
PCA
403
Pallas Capital Advisors
Massachusetts
$3.24M +$143K +1,103 +6%
RWM
404
Ritholtz Wealth Management
New York
$3.23M +$866K +6,687 +47%
NMERB
405
New Mexico Educational Retirement Board
New Mexico
$3.22M
MOS
406
MGO One Seven
Ohio
$3.22M +$144K +1,109 +6%
VMPIC
407
Varma Mutual Pension Insurance Co
Finland
$3.21M +$2.68M +20,700 New
KPWS
408
Kestra Private Wealth Services
Texas
$3.2M +$409K +3,160 +18%
HSA
409
HBK Sorce Advisory
Pennsylvania
$3.18M +$28.1K +217 +1%
BBHC
410
Brown Brothers Harriman & Co
New York
$3.17M -$322K -2,485 -11%
BIC
411
Beach Investment Counsel
Pennsylvania
$3.16M -$1.36M -10,525 -34%
MPAM
412
Murphy Pohlad Asset Management
Minnesota
$3.16M +$64.7K +500 +3%
CA
413
Cetera Advisors
Colorado
$3.15M +$202K +1,559 +8%
ZCM
414
Ziegler Capital Management
Illinois
$3.12M -$113K -872 -4%
CWM
415
Chronos Wealth Management
Florida
$3.12M -$165K -1,274 -6%
CB
416
Commerce Bank
Missouri
$3.11M +$31.2K +241 +1%
BF
417
BOK Financial
Oklahoma
$3.11M +$16.7K +129 +0.6%
TC
418
Trilogy Capital
California
$3.11M +$80.5K +622 +3%
VM
419
Venator Management
Pennsylvania
$3.1M -$128K -985 -5%
RC
420
RBF Capital
California
$3.1M
CPA
421
Court Place Advisors
Maryland
$3.1M
LFAS
422
Level Four Advisory Services
Texas
$3.01M -$374K -2,886 -13%
SFG
423
SevenBridge Financial Group
Pennsylvania
$3M -$28.2K -218 -1%
1WA
424
180 Wealth Advisors
Washington
$2.93M +$1.8M +13,922 +289%
PP
425
Prudential plc
United Kingdom
$2.93M -$4.27K -33 -0.2%

PNC Hedge Fund Activity: Q4 2023 in Review

1,498 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in PNC Financial Services (PNC) for Q4 2023, worth a combined $52.2B — up 30% from $40.1B a quarter earlier.

Buyers outnumbered sellers: 214 funds opened new PNC positions and 73 closed out — a net gain of 141 holders — while 477 added to existing stakes and 603 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $514M. The largest seller was Wellington Management Group, cutting an estimated $224M.

  • 1,498 institutional investors held PNC Financial Services (PNC) as of Q4 2023, up from 1,378 in Q3 2023.
  • Funds reported $52.2B of PNC Financial Services stock for Q4 2023, up 30% quarter-over-quarter.
  • 214 funds opened new PNC Financial Services positions in Q4 2023 and 73 closed out, a net change of +141 holders.
  • The largest PNC Financial Services buyer in Q4 2023 was Fidelity Investments, an estimated $514M added.
  • The largest PNC Financial Services seller in Q4 2023 was Wellington Management Group, an estimated $224M sold.

Based on aggregated 13F filings for Q4 2023.