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
EWA
576
EP Wealth Advisors
California
$1.47M +$2.01M +13,347 +759%
LSA
577
Leonteq Securities AG
Switzerland
$1.44M +$1.65M +10,970 +3,125%
WT
578
Whittier Trust
California
$1.44M +$77.7K +515 +5%
Man Group
579
Man Group
United Kingdom
$1.44M -$10.1M -67,075 Closed
MYAM
580
Meiji Yasuda Asset Management
Japan
$1.43M -$52.8K -350 -3%
GRQ
581
Gardner Russo & Quinn
Pennsylvania
$1.43M
Carson Wealth (CWM LLC)
582
Carson Wealth (CWM LLC)
Nebraska
$1.43M -$186K -1,234 -10%
GCP
583
Garda Capital Partners
Minnesota
$1.43M +$1.69M +11,221 New
TRCT
584
Tower Research Capital (TRC)
New York
$1.42M +$488K +3,234 +41%
FNBTCON
585
First National Bank & Trust Co of Newtown
Pennsylvania
$1.41M
HAIM
586
Hunter Associates Investment Management
Pennsylvania
$1.41M -$56.2K -373 -3%
CB
587
Community Bank
New York
$1.4M -$226K -1,502 -12%
VBCG
588
Valley Brook Capital Group
Pennsylvania
$1.4M -$10.4K -69 -0.6%
LSAG
589
Lake Street Advisors Group
New Hampshire
$1.4M +$71.2K +472 +4%
CTC
590
Central Trust Company
Missouri
$1.39M +$40K +265 +2%
TSS
591
Two Sigma Securities
New York
$1.39M +$1.65M +10,953 New
VF
592
Vest Financial
Virginia
$1.39M +$1.65M +10,913 New
BA
593
Bristlecone Advisors
Washington
$1.37M +$51.1K +339 +3%
9WM
594
9258 Wealth Management
Ohio
$1.37M +$44.5K +295 +3%
FTC
595
Farmers Trust Company
Ohio
$1.36M -$14.6K -97 -0.9%
TI
596
Tidal Investments
Wisconsin
$1.35M +$794K +5,264 +98%
CCM
597
Canal Capital Management
Virginia
$1.35M +$13K +86 +0.8%
EFMC
598
Empire Financial Management Company
New York
$1.34M +$1.59M +10,529 New
BC
599
Brookfield Corp
Ontario, Canada
$1.33M -$17.5M -115,795 -92%
EFS
600
Essex Financial Services
Connecticut
$1.33M +$754 +5 +0%

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.