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PNC Financial Services

1,387 hedge funds and large institutions have $40.9B invested in PNC Financial Services in 2023 Q2 according to their latest regulatory filings, with 103 funds opening new positions, 542 increasing their positions, 528 reducing their positions, and 122 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more funds holding in top 10

Funds holding in top 10: 910 (+1)

3% more repeat investments, than reductions

Existing positions increased: 542 | Existing positions reduced: 528

0.48% more ownership

Funds ownership: 80.85%81.33% (+0.48%)

0% less capital invested

Capital invested by funds: $41.1B → $40.9B (-$169M)

8% less call options, than puts

Call options by funds: $531M | Put options by funds: $574M

2% less funds holding

Funds holding: 1,4171,387 (-30)

16% less first-time investments, than exits

New positions opened: 103 | Existing positions closed: 122

Holders
1,387
Holders Change
-30
Holders Change %
-2.12%
% of All Funds
21.78%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.16%
New
103
Increased
542
Reduced
528
Closed
122
Calls
$531M
Puts
$574M
Net Calls
-$43.6M
Net Calls Change
-$196M
Name Holding Trade Value Shares
Change
Change in
Stake
DFCM
751
Dark Forest Capital Management
Puerto Rico
$732K +$710K +5,809 New
SLWA
752
San Luis Wealth Advisors
California
$728K +$707K +5,781 New
ZIC
753
ZWJ Investment Counsel
Georgia
$727K -$181K -1,477 -20%
DEA
754
DoubleLine ETF Adviser
Florida
$725K +$150K +1,227 +27%
BSB
755
Bangor Savings Bank
Maine
$723K +$33.1K +271 +5%
CSPIA
756
Cary Street Partners Investment Advisory
Virginia
$722K +$381K +3,118 +119%
BLC
757
Brown, Lisle/Cummings
Rhode Island
$718K
FFA
758
First Foundation Advisors
California
$717K +$40.8K +334 +6%
MWM
759
Meridian Wealth Management
Kentucky
$717K +$3.54K +29 +0.5%
PWM
760
Perigon Wealth Management
California
$710K -$22.9K -187 -3%
ICG
761
InterOcean Capital Group
Tennessee
$704K -$17.8M -145,561 -96%
DWT
762
Dorsey & Whitney Trust
South Dakota
$702K +$59K +483 +9%
BFS
763
Bradley Foster & Sargent
Connecticut
$702K +$76.7K +628 +13%
Wealth Enhancement Advisory Services
764
Wealth Enhancement Advisory Services
Minnesota
$701K +$32.4K +265 +5%
FAM
765
Formidable Asset Management
Ohio
$699K -$31.9K -261 -4%
AWM
766
Avior Wealth Management
Nebraska
$698K +$1.22K +10 +0.2%
OAM
767
Ostrum Asset Management
France
$698K +$2.44K +20 +0.4%
WSC
768
Wellington Shields & Co
New York
$696K +$97.9K +801 +17%
FCM
769
Fourpath Capital Management
Oklahoma
$690K -$9.17K -75 -1%
CBFP
770
Cedar Brook Financial Partners
Ohio
$685K +$72.1K +590 +12%
DIA
771
Dana Investment Advisors
Wisconsin
$684K +$5.5K +45 +0.8%
CTA
772
Colonial Trust Advisors
South Carolina
$680K -$104K -847 -14%
FNFDCM
773
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$680K +$5.5K +45 +0.8%
BIM
774
Baldwin Investment Management
Pennsylvania
$680K -$244K -2,000 -27%
SCM
775
Stevens Capital Management
Pennsylvania
$678K -$2.35M -19,228 -78%