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PNC Financial Services

1,478 hedge funds and large institutions have $52.1B invested in PNC Financial Services in 2022 Q4 according to their latest regulatory filings, with 171 funds opening new positions, 536 increasing their positions, 527 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

104% more first-time investments, than exits

New positions opened: 171 | Existing positions closed: 84

26% more call options, than puts

Call options by funds: $609M | Put options by funds: $485M

4% more funds holding

Funds holding: 1,4181,478 (+60)

4% more capital invested

Capital invested by funds: $50.3B → $52.1B (+$1.83B)

2% more repeat investments, than reductions

Existing positions increased: 536 | Existing positions reduced: 527

0.41% less ownership

Funds ownership: 82.17%81.76% (-0.41%)

8% less funds holding in top 10

Funds holding in top 10: 1211 (-1)

Holders
1,478
Holders Change
+60
Holders Change %
+4.23%
% of All Funds
23.76%
Holding in Top 10
11
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-8.33%
% of All Funds
0.18%
New
171
Increased
536
Reduced
527
Closed
84
Calls
$609M
Puts
$485M
Net Calls
+$124M
Net Calls Change
+$189M
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
676
Accurate Wealth Management
Florida
$1.09M +$4.25K +27 +0.4%
AC
677
Abbrea Capital
California
$1.08M -$38.6K -245 -3%
CA
678
Cullinan Associates
Kentucky
$1.08M +$199K +1,266 +23%
PA
679
Procyon Advisors
Connecticut
$1.07M +$366K +2,325 +52%
ISWM
680
Independent Solutions Wealth Management
New York
$1.07M +$217K +1,377 +26%
GVAG
681
Great Valley Advisor Group
Delaware
$1.06M -$7.4K -47 -0.7%
AF
682
Allworth Financial
California
$1.06M -$565K -3,588 -35%
SIA
683
Schear Investment Advisers
Ohio
$1.04M +$1.04M +6,577 New
TMAM
684
Tokio Marine Asset Management
Japan
$1.03M +$87.5K +556 +9%
ATC
685
Argent Trust Co
Tennessee
$1.02M -$90.8K -577 -8%
AB
686
Atlas Brown
Kentucky
$1.02M +$157 +1 +0%
TCM
687
Teza Capital Management
Illinois
$1.01M +$120K +760 +14%
BFEC
688
Benjamin F. Edwards & Company
Missouri
$1M +$245K +1,555 +32%
CTA
689
Colonial Trust Advisors
South Carolina
$1M -$15.9K -101 -2%
EBA
690
Eagle Bay Advisors
New York
$999K +$53.5K +340 +6%
ST
691
Sageworth Trust
Pennsylvania
$998K +$2.68K +17 +0.3%
RCA
692
Ranch Capital Advisors
Florida
$997K +$15K +95 +2%
PPC
693
Park Place Capital
Alabama
$996K +$993K +6,309 New
BL
694
Balentine LLC
Georgia
$994K -$34.5K -219 -3%
CCB
695
Country Club Bank
Missouri
$982K -$4.9M -31,130 -83%
LSV Asset Management
696
LSV Asset Management
Illinois
$979K -$409K -2,600 -30%
FFG
697
Fortem Financial Group
California
$979K -$70.5K -448 -7%
SWS
698
SYSTM Wealth Solutions
Illinois
$973K +$969K +6,158 New
JIR
699
James Investment Research
Ohio
$969K -$76.5K -486 -7%
CGL
700
Clarius Group LLC
Washington
$969K +$22.3K +142 +2%

PNC Hedge Fund Activity: Q4 2022 in Review

1,478 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in PNC Financial Services (PNC) for Q4 2022, worth a combined $52.1B — up 3.6% from $50.3B a quarter earlier.

Buyers outnumbered sellers: 171 funds opened new PNC positions and 84 closed out — a net gain of 87 holders — while 536 added to existing stakes and 527 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $164M. The largest seller was Wellington Management Group, cutting an estimated $650M.

  • 1,478 institutional investors held PNC Financial Services (PNC) as of Q4 2022, up from 1,418 in Q3 2022.
  • Funds reported $52.1B of PNC Financial Services stock for Q4 2022, up 3.6% quarter-over-quarter.
  • 171 funds opened new PNC Financial Services positions in Q4 2022 and 84 closed out, a net change of +87 holders.
  • The largest PNC Financial Services buyer in Q4 2022 was Morgan Stanley, an estimated $164M added.
  • The largest PNC Financial Services seller in Q4 2022 was Wellington Management Group, an estimated $650M sold.

Based on aggregated 13F filings for Q4 2022.