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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
FFS
526
Founders Financial Securities
Maryland
$1.88M +$50.5K +390 +3%
BRWA
527
B. Riley Wealth Advisors
Florida
$1.88M -$207K -1,596 -12%
BCM
528
Brookstone Capital Management
Illinois
$1.88M +$240K +1,855 +18%
GT
529
Greenleaf Trust
Michigan
$1.87M -$71.2K -550 -4%
RT
530
Rockland Trust
Massachusetts
$1.87M +$282K +2,177 +22%
HAIM
531
Hunter Associates Investment Management
Pennsylvania
$1.84M +$11.1K +86 +0.7%
NSEDCP
532
NJ State Employees Deferred Compensation Plan
New Jersey
$1.84M +$505K +3,900 +49%
MCM
533
Mengis Capital Management
Oregon
$1.83M +$19.4K +150 +1%
GAM
534
Gotham Asset Management
New York
$1.83M -$107K -830 -7%
RWM
535
Rockline Wealth Management
New York
$1.83M +$1.53M +11,786 New
HI
536
Horizon Investments
North Carolina
$1.82M +$615K +4,748 +66%
HW
537
Hancock Whitney
Mississippi
$1.82M -$62.8K -485 -4%
PL
538
Perpetual Ltd
Australia
$1.81M -$83.9K -648 -5%
FWCM
539
Ferguson Wellman Capital Management
Oregon
$1.81M +$120K +930 +9%
Squarepoint
540
Squarepoint
New York
$1.8M +$106K +817 +8%
CFB
541
Cullen/Frost Bankers
Texas
$1.8M -$680K -5,253 -31%
MNBTD
542
Moody National Bank Trust Division
Texas
$1.8M -$629K -4,855 -29%
MYAM
543
Meiji Yasuda Asset Management
Japan
$1.8M +$46.6K +360 +3%
BAMF
544
BI Asset Management Fondsmaeglerselskab
Denmark
$1.8M -$976K -7,539 -39%
MSAM
545
Moloney Securities Asset Management
Missouri
$1.8M -$26.4K -204 -2%
VCA
546
Verdence Capital Advisors
Maryland
$1.79M -$33.7K -260 -2%
OPA
547
Old Port Advisors
Maine
$1.78M -$4.14K -32 -0.3%
SAMT
548
Select Asset Management & Trust
Pennsylvania
$1.77M +$310K +2,395 +26%
SC
549
Savant Capital
Illinois
$1.77M -$28K -216 -2%
WA
550
Wealth Alliance
New York
$1.76M -$5.83K -45 -0.4%

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.