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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
BSB
751
Bangor Savings Bank
Maine
$888K +$8.93K +69 +1%
AF
752
Advisornet Financial
Minnesota
$887K -$6.08K -47 -0.8%
AG
753
Ascent Group
Virginia
$885K +$151K +1,170 +25%
IPW
754
Impact Partnership Wealth
Georgia
$877K +$169K +1,309 +30%
CB
755
Cadence Bank
Mississippi
$862K -$15.4K -119 -2%
FAM
756
Formidable Asset Management
Ohio
$861K +$4.27K +33 +0.6%
NIM
757
NEOS Investment Management
Connecticut
$857K +$230K +1,777 +47%
BFS
758
Bare Financial Services
Pennsylvania
$854K +$714K +5,513 New
GLLW
759
Graves Light Lenhart Wealth
Virginia
$848K
EBA
760
Eagle Bay Advisors
New York
$846K -$70.7K -546 -9%
BLC
761
Brown, Lisle/Cummings
Rhode Island
$832K -$68K -525 -9%
SIA
762
Schechter Investment Advisors
Michigan
$830K +$17.3K +134 +3%
FNFDCM
763
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$830K +$259 +2 +0%
SCA
764
STALEY CAPITAL ADVISERS
Pennsylvania
$826K +$16.2K +125 +2%
WSC
765
Wellington Shields & Co
New York
$825K -$25.9K -200 -4%
DT
766
Diversified Trust
Tennessee
$823K -$205K -1,587 -23%
ICG
767
InterOcean Capital Group
Tennessee
$823K +$26K +201 +4%
FFM
768
Forum Financial Management
Illinois
$822K +$22.7K +175 +3%
LIM
769
Longfellow Investment Management
Massachusetts
$816K -$1.89M -14,562 -73%
MW
770
Marcum Wealth
Ohio
$811K -$36.5K -282 -5%
AC
771
Abbrea Capital
California
$809K -$20.1K -155 -3%
FCM
772
Fourpath Capital Management
Oklahoma
$808K -$31.8K -246 -4%
PWLP
773
Prio Wealth Limited Partnership
Massachusetts
$798K -$103K -795 -13%
AWM
774
Avior Wealth Management
Nebraska
$798K -$49.1K -379 -7%
IRC
775
Investors Research Corp
Georgia
$797K

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.