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PNC Financial Services

1,478 hedge funds and large institutions have $52.1B invested in PNC Financial Services in 2022 Q4 according to their latest regulatory filings, with 171 funds opening new positions, 536 increasing their positions, 527 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

104% more first-time investments, than exits

New positions opened: 171 | Existing positions closed: 84

26% more call options, than puts

Call options by funds: $609M | Put options by funds: $485M

4% more funds holding

Funds holding: 1,4181,478 (+60)

4% more capital invested

Capital invested by funds: $50.3B → $52.1B (+$1.83B)

2% more repeat investments, than reductions

Existing positions increased: 536 | Existing positions reduced: 527

0.41% less ownership

Funds ownership: 82.17%81.76% (-0.41%)

8% less funds holding in top 10

Funds holding in top 10: 1211 (-1)

Holders
1,478
Holders Change
+60
Holders Change %
+4.23%
% of All Funds
23.76%
Holding in Top 10
11
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-8.33%
% of All Funds
0.18%
New
171
Increased
536
Reduced
527
Closed
84
Calls
$609M
Puts
$485M
Net Calls
+$124M
Net Calls Change
+$189M
Name Holding Trade Value Shares
Change
Change in
Stake
TCM
776
Twin Capital Management
Pennsylvania
$797K +$157K +1,000 +25%
TTWM
777
TCV Trust & Wealth Management
Virginia
$793K -$157 -1 -0%
CI
778
Cigna Investments
Connecticut
$790K -$14.5K -92 -2%
AOI
779
Auto-Owners Insurance
Michigan
$790K +$787K +5,000 New
FFM
780
Forum Financial Management
Illinois
$789K -$4.56K -29 -0.6%
AWAG
781
ARS Wealth Advisors Group
Florida
$789K -$4.25K -27 -0.5%
IA
782
Insight Advisors
Pennsylvania
$781K +$23.6K +150 +3%
SBIA
783
Sheaff Brock Investment Advisors
Indiana
$775K
PGIM
784
Pacific Global Investment Management
California
$773K +$13.7K +87 +2%
BFG
785
Beacon Financial Group
Texas
$770K +$9.29K +59 +1%
WAP
786
Wealthcare Advisory Partners
Pennsylvania
$763K +$24.2K +154 +3%
BCM
787
Brookstone Capital Management
Illinois
$761K -$89.6K -569 -11%
KSWA
788
Kathleen S. Wright Associates
Pennsylvania
$758K
HIA
789
Harbor Investment Advisory
Maryland
$754K -$90.8K -577 -11%
FM
790
Foster & Motley
Ohio
$753K +$115K +731 +18%
WSC
791
Wellington Shields & Co
New York
$747K
PWP
792
Phillips Wealth Planners
Mississippi
$745K +$729K +4,631 New
Luther King Capital Management (LKCM)
793
Luther King Capital Management (LKCM)
Texas
$744K -$249K -1,580 -25%
CCA
794
Checchi Capital Advisers
California
$742K -$90.2K -573 -11%
JE
795
JMAC Enterprises
Pennsylvania
$742K -$165K -1,047 -18%
TAM
796
Trust Asset Management
Texas
$741K
CBFP
797
Cedar Brook Financial Partners
Ohio
$739K -$5.98K -38 -0.8%
SIG
798
Stonegate Investment Group
Alabama
$738K +$7.87K +50 +1%
STB
799
S&T Bank
Pennsylvania
$737K
FCM
800
Fourpath Capital Management
Oklahoma
$733K +$944 +6 +0.1%

PNC Hedge Fund Activity: Q4 2022 in Review

1,478 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in PNC Financial Services (PNC) for Q4 2022, worth a combined $52.1B — up 3.6% from $50.3B a quarter earlier.

Buyers outnumbered sellers: 171 funds opened new PNC positions and 84 closed out — a net gain of 87 holders — while 536 added to existing stakes and 527 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $164M. The largest seller was Wellington Management Group, cutting an estimated $650M.

  • 1,478 institutional investors held PNC Financial Services (PNC) as of Q4 2022, up from 1,418 in Q3 2022.
  • Funds reported $52.1B of PNC Financial Services stock for Q4 2022, up 3.6% quarter-over-quarter.
  • 171 funds opened new PNC Financial Services positions in Q4 2022 and 84 closed out, a net change of +87 holders.
  • The largest PNC Financial Services buyer in Q4 2022 was Morgan Stanley, an estimated $164M added.
  • The largest PNC Financial Services seller in Q4 2022 was Wellington Management Group, an estimated $650M sold.

Based on aggregated 13F filings for Q4 2022.