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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
SSI
701
Scott & Selber Inc
Texas
$898K +$754 +5 +0.1%
CAAS
702
Capital Asset Advisory Services
Michigan
$895K +$198K +1,316 +23%
SVWAG
703
Sound View Wealth Advisors Group
Georgia
$891K -$120K -796 -10%
QCG
704
Quadrant Capital Group
Ohio
$890K +$368K +2,442 +54%
MCM
705
MAI Capital Management
Ohio
$881K -$11.8K -78 -1%
AF
706
Allworth Financial
California
$881K +$35.3K +234 +3%
IWM
707
Iams Wealth Management
Nebraska
$880K +$507K +3,365 +95%
CAM
708
Cresset Asset Management
Illinois
$879K +$5.28K +35 +0.5%
MC
709
Machina Capital
France
$879K +$1.04M +6,916 New
CSWG
710
Cardinal Strategic Wealth Guidance
Kentucky
$874K -$90.5K -600 -8%
CIA
711
Choate Investment Advisors
Massachusetts
$871K -$31.8K -211 -3%
CC
712
Cannell & Co
New York
$864K -$226K -1,500 -18%
SWS
713
SYSTM Wealth Solutions
Illinois
$863K +$95K +630 +10%
ESBC
714
E.S. Barr & Co
Kentucky
$861K -$40.3K -267 -4%
CA
715
Cullinan Associates
Kentucky
$861K -$7.54K -50 -0.7%
DIP
716
DT Investment Partners
Pennsylvania
$860K
MAS
717
Meeder Advisory Services
Ohio
$860K -$168K -1,115 -14%
SIA
718
Schear Investment Advisers
Ohio
$858K +$26.4K +175 +3%
XT
719
XTX Topco
Cayman Islands
$850K +$1.01M +6,691 New
RCA
720
Ranch Capital Advisors
Florida
$848K +$54.4K +361 +6%
EH
721
Equitable Holdings
New York
$848K +$152K +1,009 +18%
AWM
722
Accurate Wealth Management
Florida
$846K +$49.3K +327 +5%
SPIA
723
Steward Partners Investment Advisory
New York
$845K -$266K -1,767 -21%
PCM
724
Parsons Capital Management
Rhode Island
$844K -$71.6K -475 -7%
AC
725
Abbrea Capital
California
$840K -$35.4K -235 -3%

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.