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PNC Financial Services
PNC

Overview Fund Activity

1,489 hedge funds and large institutions have $52.1B invested in PNC Financial Services in 2023 Q4 according to their latest regulatory filings, with 212 funds opening new positions, 474 increasing their positions, 600 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,489
Holders Change
+118
Holders Change %
+8.61%
% of All Funds
21.83%
Holding in Top 10
13
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+30%
% of All Funds
0.19%
New
212
Increased
474
Reduced
600
Closed
73
Calls
$714M
Puts
$576M
Net Calls
+$138M
Net Calls Change
+$7.75M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$615M
2
Morgan Stanley
Morgan Stanley
New York
+$605M
3
Franklin Resources
Franklin Resources
California
+$472M
4
Capital International Investors
Capital International Investors
California
+$306M
5
Citadel Advisors
Citadel Advisors
Florida
+$305M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$268M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$212M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$159M
4
Federated Hermes
Federated Hermes
Pennsylvania
-$97.4M
5
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$96.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
MMM
801
Mendel Money Management
Illinois
$736K +$54.8K +354 +8%
TWM
802
Thrive Wealth Management
Pennsylvania
$734K +$24.6K +159 +3%
Fisher Asset Management
803
Fisher Asset Management
Washington
$731K -$196K -1,265 -21%
TAM
804
Trust Asset Management
Texas
$730K – – –
GBT
805
Grove Bank & Trust
Florida
$727K -$149K -961 -17%
CNBT
806
Canandaigua National Bank & Trust
New York
$721K -$24K -155 -3%
PVI
807
Pine Valley Investments
New Jersey
$715K -$108K -700 -13%
SFM
808
Systematic Financial Management
New Jersey
$712K – – –
LCWP
809
Legacy Capital Wealth Partners
Arkansas
$710K +$103K +662 +17%
IF
810
Intrua Financial
Texas
$710K +$90.7K +586 +15%
STB
811
S&T Bank
Pennsylvania
$709K -$9.45K -61 -1%
AP
812
Atwood & Palmer
Missouri
$707K -$18.6M -120,304 -96%
KSWA
813
Kathleen S. Wright Associates
Pennsylvania
$706K – – –
LA
814
LVW Advisors
New York
$704K +$349K +2,257 +99%
LMKC
815
L.M. Kohn & Company
Ohio
$704K +$358K +2,311 +103%
PVH
816
Psagot Value Holdings
Israel
$700K +$700K +4,500 New
RCM
817
RNC Capital Management
California
$697K -$7.74K -50 -1%
MFG
818
Merit Financial Group
Georgia
$695K +$270K +1,742 +63%
PFA
819
Pure Financial Advisors
California
$692K +$20.4K +132 +3%
BIM
820
Baldwin Investment Management
Pennsylvania
$692K -$169K -1,090 -20%
BCM
821
BluePath Capital Management
Georgia
$690K +$111K +716 +19%
LWAM
822
Legacy Wealth Asset Management
Minnesota
$690K -$11.5K -74 -2%
SSB
823
Sandy Spring Bank
Maryland
$688K -$63.5K -410 -8%
SPIS
824
Steward Partners Investment Solutions
Oregon
$687K +$687K +4,439 New
SAM
825
Smartleaf Asset Management
Massachusetts
$685K +$685K +4,418 New
31 32
33
34 35