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PNC Financial Services

1,478 hedge funds and large institutions have $52.1B invested in PNC Financial Services in 2022 Q4 according to their latest regulatory filings, with 171 funds opening new positions, 536 increasing their positions, 527 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

104% more first-time investments, than exits

New positions opened: 171 | Existing positions closed: 84

26% more call options, than puts

Call options by funds: $609M | Put options by funds: $485M

4% more funds holding

Funds holding: 1,4181,478 (+60)

4% more capital invested

Capital invested by funds: $50.3B → $52.1B (+$1.83B)

2% more repeat investments, than reductions

Existing positions increased: 536 | Existing positions reduced: 527

0.41% less ownership

Funds ownership: 82.17%81.76% (-0.41%)

8% less funds holding in top 10

Funds holding in top 10: 1211 (-1)

Holders
1,478
Holders Change
+60
Holders Change %
+4.23%
% of All Funds
23.76%
Holding in Top 10
11
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-8.33%
% of All Funds
0.18%
New
171
Increased
536
Reduced
527
Closed
84
Calls
$609M
Puts
$485M
Net Calls
+$124M
Net Calls Change
+$189M
Name Holding Trade Value Shares
Change
Change in
Stake
SFP
826
Shepherd Financial Partners
Massachusetts
$682K +$43.8K +278 +7%
HVIA
827
Hudson Valley Investment Advisors
New York
$681K -$19.7K -125 -3%
QCM
828
Qsemble Capital Management
New York
$679K +$677K +4,300 New
DCM
829
Donaldson Capital Management
Indiana
$673K +$1.26K +8 +0.2%
CCM
830
CAAS Capital Management
New York
$673K +$671K +4,262 New
PCS
831
Personal CFO Solutions
New Jersey
$673K -$3.62K -23 -0.5%
SC
832
SouthState Corp
Florida
$671K +$5.04K +32 +0.8%
FSA
833
Fort Sheridan Advisors
Illinois
$667K
JAG
834
Journey Advisory Group
Kentucky
$667K +$66.9K +425 +11%
WW
835
Waterfront Wealth
Kansas
$666K +$30.7K +195 +5%
CIBC World Market
836
CIBC World Market
Ontario, Canada
$658K +$7.24K +46 +1%
OAM
837
Oak Asset Management
California
$652K
RFA
838
Resurgent Financial Advisors
Georgia
$651K +$190K +1,209 +41%
CNC
839
Canandaigua National Corp
New York
$651K -$13.5K -86 -2%
CCA
840
Cravens & Co Advisors
Tennessee
$650K +$648K +4,117 New
SCA
841
STALEY CAPITAL ADVISERS
Pennsylvania
$649K -$26.1K -166 -4%
RP
842
Riverwater Partners
Wisconsin
$646K -$5.67K -36 -0.9%
PFA
843
Pure Financial Advisors
California
$645K +$1.42K +9 +0.2%
LCM
844
Laurion Capital Management
New York
$645K -$3.03M -19,240 -82%
AWM
845
Axxcess Wealth Management
California
$637K +$284K +1,807 +81%
UF
846
Univest Financial
Pennsylvania
$636K -$30.7K -195 -5%
CA
847
Calton & Associates
Florida
$636K +$47.2K +300 +8%
FFBTD
848
First Financial Bank - Trust Division
Ohio
$633K -$6.29K -40 -1%
ACIM
849
Azimuth Capital Investment Management
Michigan
$633K
DDC
850
DF Dent & Co
Maryland
$626K -$125K -796 -17%

PNC Hedge Fund Activity: Q4 2022 in Review

1,478 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in PNC Financial Services (PNC) for Q4 2022, worth a combined $52.1B — up 3.6% from $50.3B a quarter earlier.

Buyers outnumbered sellers: 171 funds opened new PNC positions and 84 closed out — a net gain of 87 holders — while 536 added to existing stakes and 527 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $164M. The largest seller was Wellington Management Group, cutting an estimated $650M.

  • 1,478 institutional investors held PNC Financial Services (PNC) as of Q4 2022, up from 1,418 in Q3 2022.
  • Funds reported $52.1B of PNC Financial Services stock for Q4 2022, up 3.6% quarter-over-quarter.
  • 171 funds opened new PNC Financial Services positions in Q4 2022 and 84 closed out, a net change of +87 holders.
  • The largest PNC Financial Services buyer in Q4 2022 was Morgan Stanley, an estimated $164M added.
  • The largest PNC Financial Services seller in Q4 2022 was Wellington Management Group, an estimated $650M sold.

Based on aggregated 13F filings for Q4 2022.