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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
GIA
551
GHP Investment Advisors
Colorado
$1.75M -$40.3K -311 -3%
AFG
552
Allegheny Financial Group
Pennsylvania
$1.75M +$234K +1,810 +19%
Credit Agricole
553
Credit Agricole
France
$1.75M +$974K +7,523 +201%
SC
554
Schulhoff & Co
Ohio
$1.74M -$8.16K -63 -0.6%
USAA
555
United Services Automobile Association
Texas
$1.74M +$115K +888 +9%
PWMAG
556
Pinnacle Wealth Management Advisory Group
New Jersey
$1.74M -$244K -1,887 -14%
SFI
557
Siemens Fonds Invest
Germany
$1.74M +$21.5K +166 +2%
LSAG
558
Lake Street Advisors Group
New Hampshire
$1.73M +$6.73K +52 +0.5%
ATPW
559
Ashton Thomas Private Wealth
Arizona
$1.72M +$776K +5,994 +117%
FNBTCON
560
First National Bank & Trust Co of Newtown
Pennsylvania
$1.72M
GRP
561
Global Retirement Partners
California
$1.71M -$292K -2,256 -16%
IC
562
IEQ Capital
California
$1.7M -$81.2K -627 -5%
PAS
563
Park Avenue Securities
New York
$1.7M -$9.71K -75 -0.7%
CSPIA
564
Cary Street Partners Investment Advisory
Virginia
$1.68M -$108K -834 -7%
BFA
565
Bill Few Associates
Pennsylvania
$1.67M -$18.1K -140 -1%
QCM
566
Quantinno Capital Management
New York
$1.66M +$428K +3,305 +44%
AG
567
Advocate Group
Minnesota
$1.66M -$827K -6,384 -37%
CCM
568
Canal Capital Management
Virginia
$1.66M +$18.8K +145 +1%
JAFL
569
Jay A. Fishman Ltd
Michigan
$1.65M
LFG
570
Larson Financial Group
Missouri
$1.65M +$130K +1,007 +10%
VBCG
571
Valley Brook Capital Group
Pennsylvania
$1.65M -$1.68K -13 -0.1%
BCWM
572
Bartlett & Co Wealth Management
Ohio
$1.64M -$279K -2,155 -17%
BC
573
Bartlett & Co
Ohio
$1.64M -$279K -2,155 -17%
WC
574
Whitney & Co
New York
$1.62M +$777 +6 +0.1%
MCM
575
MAI Capital Management
Ohio
$1.62M +$331K +2,559 +32%

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.