PNC icon

PNC Financial Services
PNC

Overview Fund Activity

1,489 hedge funds and large institutions have $52.1B invested in PNC Financial Services in 2023 Q4 according to their latest regulatory filings, with 212 funds opening new positions, 474 increasing their positions, 600 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,489
Holders Change
+118
Holders Change %
+8.61%
% of All Funds
21.83%
Holding in Top 10
13
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+30%
% of All Funds
0.19%
New
212
Increased
474
Reduced
600
Closed
73
Calls
$714M
Puts
$576M
Net Calls
+$138M
Net Calls Change
+$7.75M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$615M
2
Morgan Stanley
Morgan Stanley
New York
+$605M
3
Franklin Resources
Franklin Resources
California
+$472M
4
Capital International Investors
Capital International Investors
California
+$306M
5
Citadel Advisors
Citadel Advisors
Florida
+$305M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$268M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$212M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$159M
4
Federated Hermes
Federated Hermes
Pennsylvania
-$97.4M
5
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$96.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
IPW
751
Impact Partnership Wealth
Georgia
$877K +$203K +1,309 +30%
CB
752
Cadence Bank
Mississippi
$862K -$18.4K -119 -2%
FAM
753
Formidable Asset Management
Ohio
$861K +$5.11K +33 +0.6%
NIM
754
NEOS Investment Management
Connecticut
$857K +$275K +1,777 +47%
BFS
755
Bare Financial Services
Pennsylvania
$854K +$854K +5,513 New
GLLW
756
Graves Light Lenhart Wealth
Virginia
$848K – – –
EBA
757
Eagle Bay Advisors
New York
$846K -$84.5K -546 -9%
BLC
758
Brown, Lisle/Cummings
Rhode Island
$832K -$81.3K -525 -9%
SIA
759
Schechter Investment Advisors
Michigan
$830K +$20.7K +134 +3%
FNFDCM
760
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$830K +$310 +2 +0%
SCA
761
STALEY CAPITAL ADVISERS
Pennsylvania
$826K +$19.4K +125 +2%
WSC
762
Wellington Shields & Co
New York
$825K -$31K -200 -4%
DT
763
Diversified Trust
Tennessee
$823K -$246K -1,587 -23%
ICG
764
InterOcean Capital Group
Tennessee
$823K +$31.1K +201 +4%
FFM
765
Forum Financial Management
Illinois
$822K +$27.1K +175 +3%
LIM
766
Longfellow Investment Management
Massachusetts
$816K -$2.25M -14,562 -73%
MW
767
Marcum Wealth
Ohio
$811K -$43.7K -282 -5%
AC
768
Abbrea Capital
California
$809K -$24K -155 -3%
FCM
769
Fourpath Capital Management
Oklahoma
$808K -$38.1K -246 -4%
PWLP
770
Prio Wealth Limited Partnership
Massachusetts
$798K -$123K -795 -13%
AWM
771
Avior Wealth Management
Nebraska
$798K -$58.7K -379 -7%
IRC
772
Investors Research Corp
Georgia
$797K – – –
MIH
773
Meitav Investment House
Israel
$790K +$66.9K +430 +9%
HP
774
Hyperion Partners
Pennsylvania
$786K +$155 +1 +0%
TTWM
775
TCV Trust & Wealth Management
Virginia
$785K +$18.1K +117 +2%
29 30
31
32 33