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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
BAM
501
Blueshift Asset Management
New Jersey
$2.03M +$2.41M +16,003 New
CSUI
502
Cincinnati Specialty Underwriters Insurance
Ohio
$2.03M
CWS
503
Confluence Wealth Services
Pennsylvania
$2.02M +$216K +1,432 +10%
APG Asset Management
504
APG Asset Management
Netherlands
$2.02M -$7.86M -52,150 -75%
AT
505
Arvest Trust
Oklahoma
$2.01M +$573K +3,801 +32%
RCM
506
Raleigh Capital Management
North Carolina
$2M +$437K +2,896 +23%
FUBT
507
First United Bank & Trust
Maryland
$1.99M +$79.9K +530 +3%
TC
508
Trilogy Capital
California
$1.99M +$2.36M +15,664 New
BPA
509
Beacon Pointe Advisors
California
$1.97M +$575K +3,810 +33%
AWS
510
Atria Wealth Solutions
New York
$1.96M +$214K +1,421 +10%
GLR
511
Great Lakes Retirement
Ohio
$1.95M +$1.14M +7,566 +97%
TFS
512
Thoroughbred Financial Services
Tennessee
$1.95M -$23.4K -155 -1%
ACM
513
Advisors Capital Management
New Jersey
$1.92M +$2.27M +15,072 New
Jones Financial Companies
514
Jones Financial Companies
Missouri
$1.91M -$135K -894 -6%
RC
515
RBF Capital
California
$1.91M
SS
516
Simplicity Solutions
Minnesota
$1.9M +$1.11M +7,349 +97%
CC
517
Centiva Capital
New York
$1.88M +$370K +2,452 +20%
BCM
518
Brookmont Capital Management
Texas
$1.87M +$7.99K +53 +0.4%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
519
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$1.87M -$682K -4,522 -24%
LFA
520
Legacy Financial Advisors
Kentucky
$1.86M -$20.7K -137 -0.9%
AW
521
Apricus Wealth
South Carolina
$1.85M -$84.1K -558 -4%
MNBTD
522
Moody National Bank Trust Division
Texas
$1.84M -$2.87K -19 -0.1%
LCM
523
Landscape Capital Management
New Jersey
$1.83M +$2.17M +14,423 New
SI
524
Stephens Inc
Arkansas
$1.81M +$74K +491 +4%
Dodge & Cox
525
Dodge & Cox
California
$1.81M

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.