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PNC Financial Services
PNC

Overview Fund Activity

1,489 hedge funds and large institutions have $52.1B invested in PNC Financial Services in 2023 Q4 according to their latest regulatory filings, with 212 funds opening new positions, 474 increasing their positions, 600 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,489
Holders Change
+118
Holders Change %
+8.61%
% of All Funds
21.83%
Holding in Top 10
13
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+30%
% of All Funds
0.19%
New
212
Increased
474
Reduced
600
Closed
73
Calls
$714M
Puts
$576M
Net Calls
+$138M
Net Calls Change
+$7.75M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$615M
2
Morgan Stanley
Morgan Stanley
New York
+$605M
3
Franklin Resources
Franklin Resources
California
+$472M
4
Capital International Investors
Capital International Investors
California
+$306M
5
Citadel Advisors
Citadel Advisors
Florida
+$305M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$268M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$212M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$159M
4
Federated Hermes
Federated Hermes
Pennsylvania
-$97.4M
5
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$96.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
CLOS
451
Compagnie Lombard Odier SCmA
Switzerland
$2.48M +$2.48M +16,000 New
FBT
452
First Bank & Trust
South Dakota
$2.47M +$78.5K +507 +3%
SAM
453
Shell Asset Management
Netherlands
$2.47M -$317K -2,049 -11%
NW
454
NewEdge Wealth
Pennsylvania
$2.46M -$200K -1,293 -8%
PFP
455
Pinnacle Financial Partners
Tennessee
$2.46M -$393K -2,535 -14%
AWM
456
Axxcess Wealth Management
California
$2.46M +$443K +2,862 +22%
KA
457
Kerrisdale Advisers
Florida
$2.45M – – –
IAA
458
Independent Advisor Alliance
North Carolina
$2.45M +$29.6K +191 +1%
AW
459
Apricus Wealth
South Carolina
$2.44M +$113K +730 +5%
GGA
460
Granite Group Advisors
Connecticut
$2.44M +$2.44M +15,939 New
ILI
461
Invesco LLC (Illinois)
Illinois
$2.44M – – –
ACM
462
Advisors Capital Management
New Jersey
$2.42M -$140K -904 -5%
UB
463
UMB Bank
Missouri
$2.4M -$214K -1,385 -8%
CWS
464
Confluence Wealth Services
Pennsylvania
$2.4M +$283K +1,828 +13%
LFP
465
Leeward Financial Partners
Washington
$2.4M +$2.4M +15,507 New
TW
466
TritonPoint Wealth
Maryland
$2.39M +$2.39M +15,452 New
AIMCA
467
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$2.39M +$952K +6,150 +66%
EOJOAM
468
E. Ohman J:or Asset Management
Sweden
$2.38M -$496K -3,200 -17%
FUBT
469
First United Bank & Trust
Maryland
$2.38M -$9.6K -62 -0.4%
LFA
470
Legacy Financial Advisors
Kentucky
$2.37M +$42.1K +272 +2%
FLPIM
471
F.L. Putnam Investment Management
Massachusetts
$2.36M -$507K -3,273 -18%
William Blair & Company
472
William Blair & Company
Illinois
$2.36M -$427K -2,760 -15%
APF
473
Alaska Permanent Fund
Alaska
$2.34M -$467K -3,016 -17%
Acadian Asset Management
474
Acadian Asset Management
Massachusetts
$2.34M -$1.35M -8,735 -37%
HA
475
Hamel Associates
New Jersey
$2.33M -$2.96M -19,121 -56%
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