We are live on ! Find out more
PNC icon

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
WorldQuant Millennium Advisors
476
WorldQuant Millennium Advisors
New York
$2.25M -$108K -718 -4%
Acadian Asset Management
477
Acadian Asset Management
Massachusetts
$2.22M +$125K +830 +5%
MIM
478
Montgomery Investment Management
Maryland
$2.21M
MC
479
Middleton & Co
Massachusetts
$2.2M -$55.2K -366 -2%
MGP
480
Metis Global Partners
California
$2.2M +$568K +3,766 +28%
BF
481
BOK Financial
Oklahoma
$2.19M +$1.21M +8,054 +88%
CCM
482
Cullen Capital Management
New York
$2.19M +$923K +6,121 +55%
HT
483
Heritage Trust
Oklahoma
$2.18M
JCM
484
Jacobi Capital Management
Pennsylvania
$2.17M +$195K +1,292 +8%
CFB
485
Cullen/Frost Bankers
Texas
$2.14M +$16K +106 +0.6%
FPAS
486
Focus Partners Advisor Solutions
Missouri
$2.14M +$79K +524 +3%
PWP
487
Principle Wealth Partners
Connecticut
$2.13M +$915K +6,065 +57%
RMAM
488
Raab & Moskowitz Asset Management
New Jersey
$2.13M -$44.3K -294 -2%
AWM
489
Apollon Wealth Management
South Carolina
$2.12M +$59.3K +393 +2%
LNWWM
490
Laird Norton Wetherby Wealth Management
California
$2.11M +$130K +860 +5%
MP
491
MSD Partners
New York
$2.09M
CA
492
Cetera Advisors
Colorado
$2.09M +$239K +1,586 +11%
IWC
493
Integrated Wealth Concepts
Massachusetts
$2.08M +$2.2M +14,562 +821%
Wolverine Trading
494
Wolverine Trading
Illinois
$2.07M +$2.45M +16,281 New
API
495
Advisor Partners II
California
$2.06M -$645K -4,278 -21%
CB
496
Commerce Bank
Missouri
$2.05M -$135K -897 -5%
VIA
497
Vident Investment Advisory
Georgia
$2.05M +$356K +2,363 +17%
KPWS
498
Kestra Private Wealth Services
Texas
$2.05M +$201K +1,335 +9%
PAM
499
Paradigm Asset Management
New York
$2.05M
BFO
500
Biltmore Family Office
North Carolina
$2.05M +$2.43M +16,098 New

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.