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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
CGFA
701
Colton Groome Financial Advisors
North Carolina
$1.06M +$233K +1,798 +36%
MAS
702
Meeder Advisory Services
Ohio
$1.06M +$59.3K +458 +7%
JE
703
JMAC Enterprises
Pennsylvania
$1.05M +$233K +1,800 +36%
CC
704
Cannell & Co
New York
$1.05M
FNBT
705
FineMark National Bank & Trust
Florida
$1.05M -$26.2K -202 -3%
CWM
706
Congress Wealth Management
Massachusetts
$1.05M +$514K +3,973 +142%
PWP
707
Phillips Wealth Planners
Mississippi
$1.04M -$19.9K -154 -2%
NEI
708
Northwest & Ethical Investments
Ontario, Canada
$1.04M -$20.6K -159 -2%
WI
709
WrapManager Inc
California
$1.04M +$169K +1,308 +24%
DEA
710
DoubleLine ETF Adviser
Florida
$1.03M +$70.6K +545 +9%
MP
711
McDonald Partners
Ohio
$1.02M +$477K +3,682 +127%
RWB
712
RMR Wealth Builders
New Jersey
$1.02M +$10.2K +79 +1%
WPA
713
West Paces Advisors
Georgia
$1.01M -$19K -147 -2%
AB
714
Atlas Brown
Kentucky
$1M +$259 +2 +0%
ANTB
715
AMG National Trust Bank
Colorado
$1M -$38.7K -299 -4%
VA
716
Vident Advisory
Georgia
$999K -$28.7K -222 -3%
CCG
717
Cypress Capital Group
Florida
$995K -$10.4K -80 -1%
AA
718
Altman Advisors
Illinois
$989K -$553K -4,270 -40%
OIA
719
OneDigital Investment Advisors
Kansas
$988K +$326K +2,520 +65%
JWCA
720
J.W. Coons Advisors
Ohio
$979K -$32.2K -249 -4%
ST
721
Sageworth Trust
Pennsylvania
$976K
VFA
722
Valeo Financial Advisors
Indiana
$969K -$116K -895 -13%
WS
723
Wedbush Securities
California
$968K -$342K -2,639 -30%
ATC
724
Argent Trust Co
Tennessee
$960K -$52.6K -406 -6%
PCM
725
Parsons Capital Management
Rhode Island
$958K -$70.9K -548 -8%

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.