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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
HA
601
Harbor Advisors
Florida
$1.33M
WF
602
Welch & Forbes
Massachusetts
$1.32M -$18.8K -125 -1%
ASN
603
Advisory Services Network
Georgia
$1.31M -$752K -4,988 -33%
IA
604
IAM Advisory
Pennsylvania
$1.3M +$13.9K +92 +0.9%
PTC
605
Philadelphia Trust Company
Pennsylvania
$1.29M -$9.05K -60 -0.6%
NEI
606
Northwest & Ethical Investments
Ontario, Canada
$1.28M +$86.4K +573 +6%
WSCM
607
Wellington Shields Capital Management
New York
$1.28M +$1.5M +9,941 +8,284%
RCM
608
Radnor Capital Management
Pennsylvania
$1.27M +$18.8K +125 +1%
TCM
609
Tufton Capital Management
Maryland
$1.27M
AFS
610
Aft Forsyth & Sober
Florida
$1.27M -$45.2K -300 -3%
CCC
611
Cincinnati Casualty Company
Ohio
$1.27M
GFA
612
Gifford Fong Associates
California
$1.27M
RSVP
613
Ramsay Stattman Vela & Price
Colorado
$1.27M
OPA
614
Old Port Advisors
Maine
$1.26M +$114K +756 +8%
FM
615
Family Management
New York
$1.26M +$1.49M +9,897 New
MSAM
616
Moloney Securities Asset Management
Missouri
$1.25M +$296K +1,963 +25%
BTWM
617
Baker Tilly Wealth Management
Wisconsin
$1.24M -$379K -2,514 -20%
IC
618
IEQ Capital
California
$1.23M -$113K -750 -7%
VI
619
Vestcor Inc
New Brunswick, Canada
$1.23M -$5.88K -39 -0.4%
BFM
620
Boston Financial Management
Massachusetts
$1.23M +$83.4K +553 +6%
WWM
621
WT Wealth Management
Arizona
$1.23M +$1.45M +9,643 New
FC
622
Financial Consulate
Maryland
$1.22M
FFG
623
Fortem Financial Group
California
$1.22M +$517K +3,429 +55%
HIA
624
Harvest Investment Advisors
Florida
$1.22M +$121K +805 +9%
TC
625
Telemus Capital
Michigan
$1.22M +$113K +749 +8%

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.