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PNC Financial Services

1,417 hedge funds and large institutions have $41.1B invested in PNC Financial Services in 2023 Q1 according to their latest regulatory filings, with 121 funds opening new positions, 591 increasing their positions, 498 reducing their positions, and 150 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more call options, than puts

Call options by funds: $654M | Put options by funds: $502M

19% more repeat investments, than reductions

Existing positions increased: 591 | Existing positions reduced: 498

0.9% less ownership

Funds ownership: 81.76%80.85% (-0.9%)

4% less funds holding

Funds holding: 1,4781,417 (-61)

18% less funds holding in top 10

Funds holding in top 10: 119 (-2)

19% less first-time investments, than exits

New positions opened: 121 | Existing positions closed: 150

21% less capital invested

Capital invested by funds: $52.1B → $41.1B (-$11B)

Holders
1,417
Holders Change
-61
Holders Change %
-4.13%
% of All Funds
22.58%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.14%
New
121
Increased
591
Reduced
498
Closed
150
Calls
$654M
Puts
$502M
Net Calls
+$152M
Net Calls Change
+$27.8M
Name Holding Trade Value Shares
Change
Change in
Stake
AOI
801
Auto-Owners Insurance
Michigan
$636K
AWAG
802
ARS Wealth Advisors Group
Florida
$635K +$452 +3 +0.1%
WAP
803
Wealthcare Advisory Partners
Pennsylvania
$629K +$18.2K +121 +3%
BFS
804
Bradley Foster & Sargent
Connecticut
$629K +$196K +1,300 +36%
IRC
805
Investors Research Corp
Georgia
$626K +$526K +3,488 +243%
CI
806
Cigna Investments
Connecticut
$624K -$13.7K -91 -2%
SBIA
807
Sheaff Brock Investment Advisors
Indiana
$624K
FMAEN1
808
Fund Management at Engine No 1
California
$618K +$63.6K +422 +10%
CBFP
809
Cedar Brook Financial Partners
Ohio
$617K +$25.9K +172 +4%
EWM
810
EPG Wealth Management
Georgia
$616K +$376K +2,492 +106%
TCM
811
Twin Capital Management
Pennsylvania
$612K -$35.4K -235 -5%
WA
812
WBH Advisory
Maryland
$609K +$722K +4,791 New
HIA
813
Harbor Investment Advisory
Maryland
$607K +$452 +3 +0.1%
FNBOMD
814
First National Bank of Mount Dora
Florida
$606K -$81.1K -538 -10%
PRC
815
Pearl River Capital
Michigan
$604K -$1.27M -8,405 -64%
BTI
816
Blue Trust Inc
Georgia
$603K -$36.2K -240 -6%
WSC
817
Wellington Shields & Co
New York
$601K
TAM
818
Trust Asset Management
Texas
$599K +$3.62K +24 +0.5%
MIM
819
Merrion Investment Management
New Jersey
$597K -$151K -1,000 -18%
JE
820
JMAC Enterprises
Pennsylvania
$597K
TWM
821
Thrive Wealth Management
Pennsylvania
$596K +$30.2K +200 +4%
ACP
822
Arcus Capital Partners
Georgia
$593K +$400K +2,656 +132%
PWP
823
Phillips Wealth Planners
Mississippi
$590K +$31.1K +206 +4%
STB
824
S&T Bank
Pennsylvania
$590K -$3.77K -25 -0.5%
AM
825
AGF Management
Ontario, Canada
$588K +$200K +1,329 +40%

PNC Hedge Fund Activity: Q1 2023 in Review

1,417 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in PNC Financial Services (PNC) for Q1 2023, worth a combined $41.1B — down 21% from $52.1B a quarter earlier.

Sellers outnumbered buyers: 150 funds closed out of PNC and 121 opened new positions — a net loss of 29 holders — while 498 trimmed existing stakes and 591 added.

The largest buyer was T. Rowe Price Associates, adding an estimated $1.14B. The largest seller was Capital Research Global Investors, cutting an estimated $1.84B.

  • 1,417 institutional investors held PNC Financial Services (PNC) as of Q1 2023, down from 1,478 in Q4 2022.
  • Funds reported $41.1B of PNC Financial Services stock for Q1 2023, down 21% quarter-over-quarter.
  • 121 funds opened new PNC Financial Services positions in Q1 2023 and 150 closed out, a net change of -29 holders.
  • The largest PNC Financial Services buyer in Q1 2023 was T. Rowe Price Associates, an estimated $1.14B added.
  • The largest PNC Financial Services seller in Q1 2023 was Capital Research Global Investors, an estimated $1.84B sold.

Based on aggregated 13F filings for Q1 2023.