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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 %
BFS
826
Bard Financial Services
Connecticut
$681K – – –
PCTC
827
Perkins Coie Trust Company
Washington
$679K -$2.7M -17,441 -80%
WMA
828
West Michigan Advisors
Michigan
$677K -$59.2K -382 -8%
IA
829
IFP Advisors
Florida
$675K +$95.9K +619 +17%
FFA
830
Frazier Financial Advisors
Ohio
$674K +$674K +4,350 New
CAM
831
CPA Asset Management
Florida
$673K – – –
CTA
832
Colonial Trust Advisors
South Carolina
$671K -$130K -837 -16%
CI
833
CX Institutional
Indiana
$666K -$60.2K -389 -8%
CCP
834
Cunning Capital Partners
North Carolina
$663K – – –
SDWMA
835
Schneider Downs Wealth Management Advisors
Pennsylvania
$662K +$222K +1,435 +51%
ACA
836
Aptus Capital Advisors
Alabama
$659K +$23.2K +150 +4%
FSA
837
Fort Sheridan Advisors
Illinois
$659K +$18.1K +117 +3%
KCM
838
Kathmere Capital Management
Pennsylvania
$658K +$220K +1,419 +50%
CI
839
Cigna Investments
Connecticut
$657K -$4.65K -30 -0.7%
CCA
840
Checchi Capital Advisers
California
$657K -$56.4K -364 -8%
GA
841
Geller Advisors
New York
$654K -$16.1K -104 -2%
FA
842
Faithward Advisors
Pennsylvania
$651K – – –
MIS
843
Morningstar Investment Services
Illinois
$651K +$298K +1,917 +85%
CG
844
Clifford Group
Massachusetts
$647K +$2.63K +17 +0.4%
GAM
845
Griffin Asset Management
New York
$647K +$4.8K +31 +0.7%
CFG
846
Cooper Financial Group
California
$646K +$13.5K +87 +2%
IAIM
847
International Assets Investment Management
Florida
$644K +$6.35K +41 +1%
BW
848
Bison Wealth
Georgia
$640K +$22.8K +147 +4%
EWA
849
Etesian Wealth Advisors
Oregon
$638K -$49.8K -320 -7%
OAM
850
Oak Asset Management
California
$636K – – –
32 33
34
35 36