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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
AIM
751
Alhambra Investment Management
Florida
$748K
PWLP
752
Prio Wealth Limited Partnership
Massachusetts
$743K +$70.3K +466 +9%
PWM
753
Perigon Wealth Management
California
$740K +$3.77K +25 +0.4%
FWIA
754
Fort Washington Investment Advisors
Ohio
$740K
CCM
755
Coldstream Capital Management
Washington
$731K -$47K -312 -5%
FAM
756
Formidable Asset Management
Ohio
$727K +$11.2K +74 +1%
RIL
757
Rothschild Investment LLC
Illinois
$726K +$1.66K +11 +0.2%
BLC
758
Brown, Lisle/Cummings
Rhode Island
$725K -$60.3K -400 -7%
VAG
759
VisionPoint Advisory Group
Texas
$723K +$167K +1,108 +21%
MWM
760
Meridian Wealth Management
Kentucky
$719K +$7.54K +50 +0.9%
DWM
761
Dakota Wealth Management
Florida
$715K +$167K +1,107 +24%
Lido Advisors
762
Lido Advisors
California
$711K +$62.1K +412 +8%
S
763
SignatureFD
Georgia
$706K +$7.09K +47 +0.9%
FCM
764
Fourpath Capital Management
Oklahoma
$706K +$138K +912 +20%
AWM
765
Avior Wealth Management
Nebraska
$703K +$302K +2,006 +57%
OAM
766
Ostrum Asset Management
France
$702K +$833K +5,521 New
CCG
767
Cypress Capital Group
Florida
$697K -$24.1K -160 -3%
BSB
768
Bangor Savings Bank
Maine
$695K -$52.8K -350 -6%
WS
769
Wedbush Securities
California
$695K +$40.6K +269 +5%
FNBT
770
FineMark National Bank & Trust
Florida
$690K +$45.4K +301 +6%
DIA
771
Dana Investment Advisors
Wisconsin
$684K -$98.5K -653 -11%
FFA
772
First Foundation Advisors
California
$682K +$44.3K +294 +6%
BAM
773
Belpointe Asset Management
Nevada
$681K +$34.5K +229 +4%
FNFDCM
774
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$681K +$151 +1 +0%
CSPAM
775
Cary Street Partners Asset Management
Virginia
$680K -$30.2K -200 -4%

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.