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PNC Financial Services

1,478 hedge funds and large institutions have $52.1B invested in PNC Financial Services in 2022 Q4 according to their latest regulatory filings, with 171 funds opening new positions, 536 increasing their positions, 527 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

104% more first-time investments, than exits

New positions opened: 171 | Existing positions closed: 84

26% more call options, than puts

Call options by funds: $609M | Put options by funds: $485M

4% more funds holding

Funds holding: 1,4181,478 (+60)

4% more capital invested

Capital invested by funds: $50.3B → $52.1B (+$1.83B)

2% more repeat investments, than reductions

Existing positions increased: 536 | Existing positions reduced: 527

0.41% less ownership

Funds ownership: 82.17%81.76% (-0.41%)

8% less funds holding in top 10

Funds holding in top 10: 1211 (-1)

Holders
1,478
Holders Change
+60
Holders Change %
+4.23%
% of All Funds
23.76%
Holding in Top 10
11
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-8.33%
% of All Funds
0.18%
New
171
Increased
536
Reduced
527
Closed
84
Calls
$609M
Puts
$485M
Net Calls
+$124M
Net Calls Change
+$189M
Name Holding Trade Value Shares
Change
Change in
Stake
LNWWM
476
Laird Norton Wetherby Wealth Management
California
$2.48M -$160K -1,019 -6%
NW
477
NewEdge Wealth
Pennsylvania
$2.45M +$47.4K +301 +2%
TFS
478
Thoroughbred Financial Services
Tennessee
$2.45M +$317K +2,015 +15%
ASN
479
Advisory Services Network
Georgia
$2.42M -$156K -993 -6%
ZCM
480
Ziegler Capital Management
Illinois
$2.41M -$57.3K -364 -2%
SW
481
SVB Wealth
Massachusetts
$2.4M -$76.8K -488 -3%
AG
482
Advocate Group
Minnesota
$2.4M +$2.04M +12,972 +584%
FUBT
483
First United Bank & Trust
Maryland
$2.39M -$5.19K -33 -0.2%
AW
484
Apricus Wealth
South Carolina
$2.39M +$1.08M +6,866 +83%
RC
485
RBF Capital
California
$2.37M
GG
486
Gofen & Glossberg
Illinois
$2.36M -$42.8K -272 -2%
CA
487
Cetera Advisors
Colorado
$2.35M +$491K +3,120 +27%
LFA
488
Legacy Financial Advisors
Kentucky
$2.34M -$137K -873 -6%
KPWS
489
Kestra Private Wealth Services
Texas
$2.33M +$1.1M +7,014 +90%
KRSITF
490
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$2.32M
Balyasny Asset Management
491
Balyasny Asset Management
Illinois
$2.32M -$27.3M -173,381 -92%
BCM
492
Brookmont Capital Management
Texas
$2.32M -$61.5K -391 -3%
CI
493
Centerstone Investors
New York
$2.31M +$2.3M +14,640 New
PWMAG
494
Pinnacle Wealth Management Advisory Group
New Jersey
$2.29M -$109K -690 -5%
MNBTD
495
Moody National Bank Trust Division
Texas
$2.28M -$12.9K -82 -0.6%
CWS
496
Confluence Wealth Services
Pennsylvania
$2.28M -$39.7K -252 -2%
BFG
497
Bleakley Financial Group
New Jersey
$2.27M +$2.26M +14,362 New
TF
498
TIAA FSB
Florida
$2.26M -$163K -1,034 -7%
WB
499
Webster Bank
Connecticut
$2.26M -$8.97K -57 -0.4%
Dodge & Cox
500
Dodge & Cox
California
$2.25M

PNC Hedge Fund Activity: Q4 2022 in Review

1,478 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in PNC Financial Services (PNC) for Q4 2022, worth a combined $52.1B — up 3.6% from $50.3B a quarter earlier.

Buyers outnumbered sellers: 171 funds opened new PNC positions and 84 closed out — a net gain of 87 holders — while 536 added to existing stakes and 527 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $164M. The largest seller was Wellington Management Group, cutting an estimated $650M.

  • 1,478 institutional investors held PNC Financial Services (PNC) as of Q4 2022, up from 1,418 in Q3 2022.
  • Funds reported $52.1B of PNC Financial Services stock for Q4 2022, up 3.6% quarter-over-quarter.
  • 171 funds opened new PNC Financial Services positions in Q4 2022 and 84 closed out, a net change of +87 holders.
  • The largest PNC Financial Services buyer in Q4 2022 was Morgan Stanley, an estimated $164M added.
  • The largest PNC Financial Services seller in Q4 2022 was Wellington Management Group, an estimated $650M sold.

Based on aggregated 13F filings for Q4 2022.