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PNC Financial Services
PNC

Overview Fund Activity

1,379 hedge funds and large institutions have $40.8B invested in PNC Financial Services in 2023 Q2 according to their latest regulatory filings, with 102 funds opening new positions, 539 increasing their positions, 526 reducing their positions, and 122 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,379
Holders Change
-31
Holders Change %
-2.2%
% of All Funds
21.75%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.16%
New
102
Increased
539
Reduced
526
Closed
122
Calls
$531M
Puts
$574M
Net Calls
-$43.6M
Net Calls Change
-$196M

Top Buyers

1
Capital International Investors
Capital International Investors
California
+$934M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$743M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$256M
4
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$154M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$131M

Top Sellers

1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$757M
2
Capital World Investors
Capital World Investors
California
-$552M
3
Lazard Asset Management
Lazard Asset Management
New York
-$292M
4
Amundi
Amundi
France
-$192M
5
DZ Bank
DZ Bank
Germany
-$120M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCA
851
Checchi Capital Advisers
California
$508K -$30.7K -244 -6%
UF
852
Univest Financial
Pennsylvania
$508K – – –
SC
853
Steph & Co
Wisconsin
$503K +$5.92K +47 +1%
SC
854
SouthState Corp
Florida
$501K -$20.8K -165 -4%
SMH
855
Sanders Morris Harris
Texas
$500K +$500K +3,920 New
MGIA
856
Moneta Group Investment Advisors
Missouri
$498K +$152K +1,208 +44%
RP
857
Riverwater Partners
Wisconsin
$496K +$9.45K +75 +2%
DDC
858
DF Dent & Co
Maryland
$495K -$756 -6 -0.2%
FNB
859
Farmers National Bank
Kentucky
$494K -$37.4K -297 -7%
BCM
860
Brookstone Capital Management
Illinois
$488K -$75K -597 -13%
VCM
861
Virtue Capital Management
Tennessee
$487K +$102K +807 +26%
AWM
862
Axxcess Wealth Management
California
$485K -$48.7K -387 -9%
QC
863
Quent Capital
New York
$485K +$630 +5 +0.1%
CP
864
Coho Partners
Pennsylvania
$484K +$484K +3,841 New
BWP
865
BSW Wealth Partners
Colorado
$482K -$48.2K -383 -9%
VVP
866
Venture Visionary Partners
Ohio
$481K +$177K +1,406 +58%
CIC
867
Chilton Investment Company
Connecticut
$481K – – –
ST
868
Spinnaker Trust
Maine
$480K – – –
OIA
869
OneDigital Investment Advisors
Kansas
$480K +$2.52K +20 +0.5%
CCMIC
870
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$479K – – –
CA
871
Clearstead Advisors
Ohio
$476K +$15.9K +126 +3%
QI
872
Qtron Investments
Massachusetts
$474K – – –
NRG
873
Nemes Rush Group
Michigan
$472K +$472K +3,749 New
CCWM
874
Cassaday & Co Wealth Management
Virginia
$471K -$1.01K -8 -0.2%
AWM
875
Affinity Wealth Management
Delaware
$468K -$10.2K -81 -2%
33 34
35
36 37