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PNC Financial Services
PNC

Overview Fund Activity

1,379 hedge funds and large institutions have $40.8B invested in PNC Financial Services in 2023 Q2 according to their latest regulatory filings, with 102 funds opening new positions, 539 increasing their positions, 526 reducing their positions, and 122 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,379
Holders Change
-31
Holders Change %
-2.2%
% of All Funds
21.75%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.16%
New
102
Increased
539
Reduced
526
Closed
122
Calls
$531M
Puts
$574M
Net Calls
-$43.6M
Net Calls Change
-$196M

Top Buyers

1
Capital International Investors
Capital International Investors
California
+$934M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$743M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$256M
4
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$154M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$131M

Top Sellers

1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$757M
2
Capital World Investors
Capital World Investors
California
-$552M
3
Lazard Asset Management
Lazard Asset Management
New York
-$292M
4
Amundi
Amundi
France
-$192M
5
DZ Bank
DZ Bank
Germany
-$120M
Name Holding Trade Value Shares
Change 		Shares
Change %
CSPIA
751
Cary Street Partners Investment Advisory
Virginia
$722K +$393K +3,118 +119%
BLC
752
Brown, Lisle/Cummings
Rhode Island
$718K – – –
FFA
753
First Foundation Advisors
California
$717K +$42.1K +334 +6%
MWM
754
Meridian Wealth Management
Kentucky
$717K +$3.65K +29 +0.5%
PWM
755
Perigon Wealth Management
California
$710K -$23.6K -187 -3%
ICG
756
InterOcean Capital Group
Tennessee
$704K -$18.3M -145,561 -96%
DWT
757
Dorsey & Whitney Trust
South Dakota
$702K +$60.8K +483 +9%
BFS
758
Bradley Foster & Sargent
Connecticut
$702K +$79.1K +628 +13%
Wealth Enhancement Advisory Services
759
Wealth Enhancement Advisory Services
Minnesota
$701K +$33.4K +265 +5%
FAM
760
Formidable Asset Management
Ohio
$699K -$32.9K -261 -4%
AWM
761
Avior Wealth Management
Nebraska
$698K +$1.26K +10 +0.2%
OAM
762
Ostrum Asset Management
France
$698K +$2.52K +20 +0.4%
WSC
763
Wellington Shields & Co
New York
$696K +$101K +801 +17%
FCM
764
Fourpath Capital Management
Oklahoma
$690K -$9.45K -75 -1%
CBFP
765
Cedar Brook Financial Partners
Ohio
$685K +$74.3K +590 +12%
DIA
766
Dana Investment Advisors
Wisconsin
$684K +$5.67K +45 +0.8%
CTA
767
Colonial Trust Advisors
South Carolina
$680K -$107K -847 -14%
FNFDCM
768
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$680K +$5.67K +45 +0.8%
BIM
769
Baldwin Investment Management
Pennsylvania
$680K -$252K -2,000 -27%
SCM
770
Stevens Capital Management
Pennsylvania
$678K -$2.42M -19,228 -78%
WAP
771
Wealthcare Advisory Partners
Pennsylvania
$671K +$47.1K +374 +8%
WPC
772
White Pine Capital
Minnesota
$670K +$2.52K +20 +0.4%
DWM
773
Dakota Wealth Management
Florida
$669K -$39.3K -312 -6%
PVI
774
Pine Valley Investments
New Jersey
$668K +$668K +5,307 New
PI
775
PEAK6 Investments
Illinois
$665K -$13.5M -107,014 -95%
29 30
31
32 33