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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
VAS
576
Vestmark Advisory Solutions
Massachusetts
$1.62M -$133K -1,031 -9%
CIBC World Market
577
CIBC World Market
Ontario, Canada
$1.62M +$688K +5,315 +104%
HA
578
Harbor Advisors
Florida
$1.62M
WF
579
Welch & Forbes
Massachusetts
$1.61M
AFS
580
Aft Forsyth & Sober
Florida
$1.59M
FI
581
FJ Investments
Utah
$1.59M +$1.33M +10,300 New
IIL
582
Insight Inv LLC
California
$1.58M +$11K +85 +0.8%
CRI
583
Commonwealth Retirement Investments
Virginia
$1.58M +$64.1K +495 +5%
VFM
584
Viking Fund Management
North Dakota
$1.58M -$2.72M -21,000 -67%
BWP
585
Barlow Wealth Partners
Kentucky
$1.58M +$1.32M +10,174 New
SFWC
586
Strategic Family Wealth Counselors
New Jersey
$1.57M +$259 +2 +0%
FDDB
587
Fidelity D&D Bancorp
Pennsylvania
$1.57M +$69K +533 +6%
GCA
588
Greenwood Capital Associates
South Carolina
$1.56M -$16.3K -126 -1%
IA
589
IAM Advisory
Pennsylvania
$1.56M +$17.1K +132 +1%
9WM
590
9258 Wealth Management
Ohio
$1.56M -$2.07K -16 -0.2%
FTC
591
Farmers Trust Company
Ohio
$1.56M +$3.37K +26 +0.3%
SFA
592
Sequoia Financial Advisors
Ohio
$1.55M +$293K +2,264 +29%
GFA
593
Gifford Fong Associates
California
$1.55M
CCC
594
Cincinnati Casualty Company
Ohio
$1.55M
RSVP
595
Ramsay Stattman Vela & Price
Colorado
$1.55M
FTDI
596
First Trust Direct Indexing
Massachusetts
$1.54M +$235K +1,812 +22%
TBA
597
Tower Bridge Advisors
Pennsylvania
$1.53M -$123K -950 -9%
DA
598
Duality Advisers
Florida
$1.53M +$1.28M +9,898 New
HIA
599
Harvest Investment Advisors
Florida
$1.53M +$2.2K +17 +0.2%
MCM
600
Maple Capital Management
Vermont
$1.52M -$1.07M -8,271 -46%

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.