We are live on ! Find out more
PNC icon

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
BCM
651
Bayesian Capital Management
New York
$1.25M +$1.04M +8,042 New
Nomura Holdings
652
Nomura Holdings
Japan
$1.24M +$1.04M +8,024 New
DFA
653
Delta Financial Advisors
Louisiana
$1.24M -$39.9K -308 -4%
AF
654
Ally Financial
Michigan
$1.24M
NRS
655
Neville Rodie & Shaw
New York
$1.23M
DBIA
656
Dumont & Blake Investment Advisors
New Jersey
$1.22M -$19.7K -152 -2%
M1FG
657
Mach-1 Financial Group
Arkansas
$1.22M -$60.6K -468 -6%
HAG
658
HighPoint Advisor Group
Illinois
$1.21M +$1.01M +7,814 New
SVWAG
659
Sound View Wealth Advisors Group
Georgia
$1.21M +$57.4K +443 +6%
AWM
660
Accurate Wealth Management
Florida
$1.2M +$24K +185 +2%
GIS
661
Grayhawk Investment Strategies
Alberta, Canada
$1.2M +$1M +7,752 New
IWM
662
Iams Wealth Management
Nebraska
$1.19M -$89.2K -689 -8%
FHA
663
First Horizon Advisors
Tennessee
$1.19M -$110K -847 -10%
GRQ
664
Gardner Russo & Quinn
Pennsylvania
$1.19M -$466K -3,600 -32%
FCFC
665
First Commonwealth Financial Corp
Pennsylvania
$1.18M -$133K -1,031 -12%
PTC
666
Private Trust Company
Ohio
$1.18M +$22.3K +172 +2%
NHC
667
Nicholas Hoffman & Company
Georgia
$1.18M +$106K +820 +12%
IWC
668
Integrated Wealth Concepts
Massachusetts
$1.17M -$1.57M -12,127 -62%
AUB
669
Atlantic Union Bankshares
Virginia
$1.17M -$66.3K -512 -6%
CAM
670
Chesapeake Asset Management
New York
$1.17M +$11.3K +87 +1%
WA
671
WealthTrust Axiom
Pennsylvania
$1.16M +$207K +1,595 +27%
WT
672
Washington Trust
Rhode Island
$1.15M -$45.2K -349 -4%
DCM
673
Donaldson Capital Management
Indiana
$1.15M -$56.4K -436 -6%
SPIA
674
Steward Partners Investment Advisory
New York
$1.14M +$83.5K +645 +10%
MPIA
675
Mountain Pacific Investment Advisers
Idaho
$1.14M -$197K -1,525 -17%

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.