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PNC Financial Services

1,410 hedge funds and large institutions have $41B invested in PNC Financial Services in 2023 Q1 according to their latest regulatory filings, with 120 funds opening new positions, 588 increasing their positions, 497 reducing their positions, and 150 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,410
Holders Change
-62
Holders Change %
-4.21%
% of All Funds
22.57%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.14%
New
120
Increased
588
Reduced
497
Closed
150
Calls
$654M
Puts
$502M
Net Calls
+$152M
Net Calls Change
+$27.8M
Name Holding Trade Value Shares
Change
Shares
Change %
DEA
826
DoubleLine ETF Adviser
Florida
$575K -$149K -1,173 -21%
LWAM
827
Legacy Wealth Asset Management
Minnesota
$574K +$2.42K +19 +0.4%
RWM
828
Ritholtz Wealth Management
New York
$574K -$479K -3,769 -45%
SIG
829
Stonegate Investment Group
Alabama
$572K -$21.7K -171 -4%
FANJ
830
Financial Architects (New Jersey)
New Jersey
$570K +$8.77K +69 +2%
EWA
831
Etesian Wealth Advisors
Oregon
$569K +$2.42K +19 +0.4%
ADL
832
Asset Dedication LLC
California
$565K
CFAM
833
Center For Asset Management
Florida
$565K +$97.6K +768 +21%
BCM
834
Brookstone Capital Management
Illinois
$561K -$18.8K -150 -3%
Luther King Capital Management (LKCM)
835
Luther King Capital Management (LKCM)
Texas
$560K -$38.3K -301 -6%
BFO
836
Boston Family Office
Massachusetts
$560K
MW
837
Marcum Wealth
Ohio
$560K +$90.4K +711 +19%
CAM
838
CPA Asset Management
Florida
$554K +$1.53K +12 +0.3%
BSW
839
Buckingham Strategic Wealth
Missouri
$552K
WW
840
Waterfront Wealth
Kansas
$549K +$30.5K +240 +6%
SFP
841
Shepherd Financial Partners
Massachusetts
$548K -$763 -6 -0.1%
CCA
842
Checchi Capital Advisers
California
$543K -$53.8K -423 -9%
P
843
Pitcairn
Pennsylvania
$542K +$64.9K +511 +14%
AWM
844
Axxcess Wealth Management
California
$538K +$25.7K +202 +5%
GSB
845
Greenfield Savings Bank
Massachusetts
$538K -$38.5K -303 -7%
FSA
846
Fort Sheridan Advisors
Illinois
$537K
FNB
847
Farmers National Bank
Kentucky
$537K -$46.8K -368 -8%
PGIM
848
Pacific Global Investment Management
California
$537K -$85.4K -672 -14%
HVIA
849
Hudson Valley Investment Advisors
New York
$535K -$12.7K -100 -2%
BWP
850
BSW Wealth Partners
Colorado
$535K +$165K +1,296 +44%