We are live on ! Find out more
PNC icon

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
MIH
776
Meitav Investment House
Israel
$790K +$55.7K +430 +9%
HP
777
Hyperion Partners
Pennsylvania
$786K +$129 +1 +0%
TTWM
778
TCV Trust & Wealth Management
Virginia
$785K +$15.1K +117 +2%
DWT
779
Dorsey & Whitney Trust
South Dakota
$783K -$7.9K -61 -1%
DAS
780
Dynamic Advisor Solutions
Arizona
$782K +$383K +2,956 +144%
HIA
781
Harbor Investment Advisory
Maryland
$779K +$42.6K +329 +7%
AOI
782
Auto-Owners Insurance
Michigan
$774K
FMB
783
Field & Main Bank
Kentucky
$774K
ICA
784
Infrastructure Capital Advisors
New York
$773K +$646K +4,989 New
CBFP
785
Cedar Brook Financial Partners
Ohio
$769K -$46.6K -360 -7%
JCM
786
Janney Capital Management
Pennsylvania
$768K -$369K -2,852 -37%
PAM
787
Panagora Asset Management
Massachusetts
$767K -$5.05K -39 -0.8%
WCM
788
Windsor Capital Management
Arizona
$765K +$16.8K +130 +3%
SBIA
789
Sheaff Brock Investment Advisors
Indiana
$764K -$9.58K -74 -1%
NSIM
790
North Star Investment Management
Illinois
$763K -$15.1K -117 -2%
BAM
791
Belpointe Asset Management
Nevada
$760K +$7.64K +59 +1%
CA
792
Calton & Associates
Florida
$759K +$634K +4,900 New
WAP
793
Wealthcare Advisory Partners
Pennsylvania
$758K -$70.8K -547 -10%
EF
794
Empowered Funds
Pennsylvania
$758K -$333K -2,573 -34%
WG
795
Winton Group
United Kingdom
$758K -$129 -1 -0%
QWM
796
Quadcap Wealth Management
Texas
$757K +$633K +4,888 New
WA
797
WBH Advisory
Maryland
$754K +$388 +3 +0.1%
WPC
798
White Pine Capital
Minnesota
$752K -$1.94K -15 -0.3%
BP
799
Ballentine Partners
Massachusetts
$752K -$52.6K -406 -8%
MAM
800
Mystic Asset Management
Rhode Island
$750K

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.