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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
JWCA
801
J.W. Cole Advisors
Florida
$745K +$322K +2,486 +107%
PPC
802
Park Place Capital
Alabama
$741K -$139K -1,072 -18%
GLR
803
Great Lakes Retirement
Ohio
$736K -$447K -3,449 -42%
MMM
804
Mendel Money Management
Illinois
$736K +$45.8K +354 +8%
TWM
805
Thrive Wealth Management
Pennsylvania
$734K +$20.6K +159 +3%
Fisher Asset Management
806
Fisher Asset Management
Washington
$731K -$164K -1,265 -21%
TAM
807
Trust Asset Management
Texas
$730K
GBT
808
Grove Bank & Trust
Florida
$727K -$124K -961 -17%
CNBT
809
Canandaigua National Bank & Trust
New York
$721K -$20.1K -155 -3%
PVI
810
Pine Valley Investments
New Jersey
$715K -$90.6K -700 -13%
SFM
811
Systematic Financial Management
New Jersey
$712K
LCWP
812
Legacy Capital Wealth Partners
Arkansas
$710K +$85.7K +662 +17%
IF
813
Intrua Financial
Texas
$710K +$75.9K +586 +15%
STB
814
S&T Bank
Pennsylvania
$709K -$7.9K -61 -1%
AP
815
Atwood & Palmer
Missouri
$707K -$15.6M -120,304 -96%
KSWA
816
Kathleen S. Wright Associates
Pennsylvania
$706K
LA
817
LVW Advisors
New York
$704K +$292K +2,257 +99%
LMKC
818
L.M. Kohn & Company
Ohio
$704K +$299K +2,311 +103%
PVH
819
Psagot Value Holdings
Israel
$700K +$583K +4,500 New
RCM
820
RNC Capital Management
California
$697K -$6.47K -50 -1%
MFG
821
Merit Financial Group
Georgia
$695K +$226K +1,742 +63%
PFA
822
Pure Financial Advisors
California
$692K +$17.1K +132 +3%
BIM
823
Baldwin Investment Management
Pennsylvania
$692K -$141K -1,090 -20%
BCM
824
BluePath Capital Management
Georgia
$690K +$92.7K +716 +19%
LWAM
825
Legacy Wealth Asset Management
Minnesota
$690K -$9.58K -74 -2%

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.