PNC icon

PNC Financial Services
PNC

Overview Fund Activity

1,379 hedge funds and large institutions have $40.8B invested in PNC Financial Services in 2023 Q2 according to their latest regulatory filings, with 102 funds opening new positions, 539 increasing their positions, 526 reducing their positions, and 122 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,379
Holders Change
-31
Holders Change %
-2.2%
% of All Funds
21.75%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.16%
New
102
Increased
539
Reduced
526
Closed
122
Calls
$531M
Puts
$574M
Net Calls
-$43.6M
Net Calls Change
-$196M

Top Buyers

1
Capital International Investors
Capital International Investors
California
+$934M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$743M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$256M
4
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$154M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$131M

Top Sellers

1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$757M
2
Capital World Investors
Capital World Investors
California
-$552M
3
Lazard Asset Management
Lazard Asset Management
New York
-$292M
4
Amundi
Amundi
France
-$192M
5
DZ Bank
DZ Bank
Germany
-$120M
Name Holding Trade Value Shares
Change 		Shares
Change %
SIA
801
Schechter Investment Advisors
Michigan
$598K -$51.3K -407 -8%
MW
802
Marcum Wealth
Ohio
$597K +$42.7K +339 +8%
PCM
803
Prelude Capital Management
New York
$597K +$340K +2,698 +132%
VF
804
Virtu Financial
New York
$594K +$156K +1,243 +36%
TAM
805
Trust Asset Management
Texas
$594K – – –
NP
806
Nilsine Partners
Colorado
$592K +$9.82K +78 +2%
MIM
807
Merrion Investment Management
New Jersey
$592K – – –
JE
808
JMAC Enterprises
Pennsylvania
$592K – – –
GA
809
Geller Advisors
New York
$589K +$266K +2,113 +82%
TWM
810
Thrive Wealth Management
Pennsylvania
$587K -$3.78K -30 -0.6%
STB
811
S&T Bank
Pennsylvania
$584K – – –
SCA
812
STALEY CAPITAL ADVISERS
Pennsylvania
$580K – – –
SFM
813
Systematic Financial Management
New Jersey
$579K – – –
EWA
814
Etesian Wealth Advisors
Oregon
$579K +$14.5K +115 +3%
FMWA
815
Forvis Mazars Wealth Advisors
Missouri
$576K +$216K +1,711 +60%
SSB
816
Sandy Spring Bank
Maryland
$575K -$4.41K -35 -0.8%
BP
817
Ballentine Partners
Massachusetts
$574K +$82.9K +658 +17%
WMA
818
West Michigan Advisors
Michigan
$574K +$77.2K +613 +16%
LWAM
819
Legacy Wealth Asset Management
Minnesota
$568K -$1.13K -9 -0.2%
BHPW
820
Beverly Hills Private Wealth
California
$566K +$301K +2,293 +114%
EFMC
821
Empire Financial Management Company
New York
$563K -$763K -6,060 -58%
TCA
822
Transcend Capital Advisors
New Jersey
$560K -$257K -2,043 -31%
FANJ
823
Financial Architects (New Jersey)
New Jersey
$559K -$6.3K -50 -1%
BFO
824
Boston Family Office
Massachusetts
$556K – – –
BFS
825
Bard Financial Services
Connecticut
$554K +$63K +500 +13%
31 32
33
34 35