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PNC Financial Services

1,417 hedge funds and large institutions have $41.1B invested in PNC Financial Services in 2023 Q1 according to their latest regulatory filings, with 121 funds opening new positions, 591 increasing their positions, 498 reducing their positions, and 150 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more call options, than puts

Call options by funds: $654M | Put options by funds: $502M

19% more repeat investments, than reductions

Existing positions increased: 591 | Existing positions reduced: 498

0.9% less ownership

Funds ownership: 81.76%80.85% (-0.9%)

4% less funds holding

Funds holding: 1,4781,417 (-61)

18% less funds holding in top 10

Funds holding in top 10: 119 (-2)

19% less first-time investments, than exits

New positions opened: 121 | Existing positions closed: 150

21% less capital invested

Capital invested by funds: $52.1B → $41.1B (-$11B)

Holders
1,417
Holders Change
-61
Holders Change %
-4.13%
% of All Funds
22.58%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.14%
New
121
Increased
591
Reduced
498
Closed
150
Calls
$654M
Puts
$502M
Net Calls
+$152M
Net Calls Change
+$27.8M
Name Holding Trade Value Shares
Change
Change in
Stake
NP
826
Nilsine Partners
Colorado
$588K +$697K +4,623 New
SSB
827
Sandy Spring Bank
Maryland
$585K +$8.14K +54 +1%
SCA
828
STALEY CAPITAL ADVISERS
Pennsylvania
$585K +$75.4K +500 +12%
SFM
829
Systematic Financial Management
New Jersey
$585K
SC
830
Savant Capital
Illinois
$584K +$10.3K +68 +2%
DEA
831
DoubleLine ETF Adviser
Florida
$575K -$177K -1,173 -21%
LWAM
832
Legacy Wealth Asset Management
Minnesota
$574K +$2.87K +19 +0.4%
RWM
833
Ritholtz Wealth Management
New York
$574K -$568K -3,769 -45%
SIG
834
Stonegate Investment Group
Alabama
$572K -$25.8K -171 -4%
FANJ
835
Financial Architects (New Jersey)
New Jersey
$570K +$10.4K +69 +2%
EWA
836
Etesian Wealth Advisors
Oregon
$569K +$2.87K +19 +0.4%
ADL
837
Asset Dedication LLC
California
$565K
CFAM
838
Center For Asset Management
Florida
$565K +$116K +768 +21%
BCM
839
Brookstone Capital Management
Illinois
$561K -$22.6K -150 -3%
Luther King Capital Management (LKCM)
840
Luther King Capital Management (LKCM)
Texas
$560K -$45.4K -301 -6%
BFO
841
Boston Family Office
Massachusetts
$560K
MW
842
Marcum Wealth
Ohio
$560K +$107K +711 +19%
CAM
843
CPA Asset Management
Florida
$554K +$1.81K +12 +0.3%
BSW
844
Buckingham Strategic Wealth
Missouri
$552K
WW
845
Waterfront Wealth
Kansas
$549K +$36.2K +240 +6%
SFP
846
Shepherd Financial Partners
Massachusetts
$548K -$905 -6 -0.1%
CCA
847
Checchi Capital Advisers
California
$543K -$63.8K -423 -9%
P
848
Pitcairn
Pennsylvania
$542K +$77.1K +511 +14%
AWM
849
Axxcess Wealth Management
California
$538K +$30.5K +202 +5%
GSB
850
Greenfield Savings Bank
Massachusetts
$538K -$45.7K -303 -7%

PNC Hedge Fund Activity: Q1 2023 in Review

1,417 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in PNC Financial Services (PNC) for Q1 2023, worth a combined $41.1B — down 21% from $52.1B a quarter earlier.

Sellers outnumbered buyers: 150 funds closed out of PNC and 121 opened new positions — a net loss of 29 holders — while 498 trimmed existing stakes and 591 added.

The largest buyer was T. Rowe Price Associates, adding an estimated $1.14B. The largest seller was Capital Research Global Investors, cutting an estimated $1.84B.

  • 1,417 institutional investors held PNC Financial Services (PNC) as of Q1 2023, down from 1,478 in Q4 2022.
  • Funds reported $41.1B of PNC Financial Services stock for Q1 2023, down 21% quarter-over-quarter.
  • 121 funds opened new PNC Financial Services positions in Q1 2023 and 150 closed out, a net change of -29 holders.
  • The largest PNC Financial Services buyer in Q1 2023 was T. Rowe Price Associates, an estimated $1.14B added.
  • The largest PNC Financial Services seller in Q1 2023 was Capital Research Global Investors, an estimated $1.84B sold.

Based on aggregated 13F filings for Q1 2023.