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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
FSA
851
Fort Sheridan Advisors
Illinois
$537K
FNB
852
Farmers National Bank
Kentucky
$537K -$55.5K -368 -8%
PGIM
853
Pacific Global Investment Management
California
$537K -$101K -672 -14%
HVIA
854
Hudson Valley Investment Advisors
New York
$535K -$15.1K -100 -2%
BWP
855
BSW Wealth Partners
Colorado
$535K +$195K +1,296 +44%
PIC
856
PCJ Investment Counsel
Ontario, Canada
$534K +$633K +4,200 New
CS
857
Comerica Securities
Michigan
$530K +$186K +1,234 +42%
DCM
858
Donaldson Capital Management
Indiana
$527K -$17.8K -118 -3%
SC
859
SouthState Corp
Florida
$527K -$15.8K -105 -2%
AWE
860
Avidian Wealth Enterprises
Texas
$526K -$59K -391 -9%
JAG
861
Journey Advisory Group
Kentucky
$525K -$14.6K -97 -2%
AT
862
Arden Trust
Delaware
$523K -$188K -1,246 -23%
OAM
863
Oak Asset Management
California
$522K -$3.02K -20 -0.5%
PFA
864
Pure Financial Advisors
California
$522K +$3.17K +21 +0.5%
LA
865
Legacy Advisors
Pennsylvania
$517K -$50.5K -335 -8%
CT
866
Caldwell Trust
Florida
$516K +$21.1K +140 +4%
UF
867
Univest Financial
Pennsylvania
$512K
FFBTD
868
First Financial Bank - Trust Division
Ohio
$509K
DGAM
869
Desjardins Global Asset Management
Quebec, Canada
$507K +$40K +265 +7%
SC
870
Steph & Co
Wisconsin
$502K +$180K +1,194 +43%
WMA
871
West Michigan Advisors
Michigan
$501K +$383K +2,541 +181%
DDC
872
DF Dent & Co
Maryland
$500K -$3.77K -25 -0.6%
BP
873
Ballentine Partners
Massachusetts
$496K -$199K -1,322 -25%
CCM
874
CAAS Capital Management
New York
$496K -$54.6K -362 -8%
BFS
875
Bard Financial Services
Connecticut
$496K +$37.7K +250 +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.