We are live on ! Find out more
PNC icon

PNC Financial Services

1,498 hedge funds and large institutions have $52.2B invested in PNC Financial Services in 2023 Q4 according to their latest regulatory filings, with 214 funds opening new positions, 477 increasing their positions, 603 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed

193% more first-time investments, than exits

New positions opened: 214 | Existing positions closed: 73

30% more funds holding in top 10

Funds holding in top 10: 1013 (+3)

30% more capital invested

Capital invested by funds: $40.1B → $52.2B (+$12B)

24% more call options, than puts

Call options by funds: $714M | Put options by funds: $576M

9% more funds holding

Funds holding: 1,3781,498 (+120)

2.48% more ownership

Funds ownership: 82.08%84.56% (+2.5%)

21% less repeat investments, than reductions

Existing positions increased: 477 | Existing positions reduced: 603

Holders
1,498
Holders Change
+120
Holders Change %
+8.71%
% of All Funds
21.84%
Holding in Top 10
13
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+30%
% of All Funds
0.19%
New
214
Increased
477
Reduced
603
Closed
73
Calls
$714M
Puts
$576M
Net Calls
+$138M
Net Calls Change
+$7.75M
Name Holding Trade Value Shares
Change
Change in
Stake
BW
851
Bison Wealth
Georgia
$640K +$19K +147 +4%
EWA
852
Etesian Wealth Advisors
Oregon
$638K -$41.4K -320 -7%
OAM
853
Oak Asset Management
California
$636K
ADL
854
Asset Dedication LLC
California
$632K -$36.9K -285 -7%
Wolverine Trading
855
Wolverine Trading
Illinois
$630K +$527K +4,069 New
QC
856
Quent Capital
New York
$618K -$14.8K -114 -3%
SMH
857
Sanders Morris Harris
Texas
$615K
VT
858
Vise Technologies
New York
$614K +$111K +854 +27%
CGL
859
Clarius Group LLC
Washington
$612K -$32.2K -249 -6%
TSWM
860
Triangle Securities Wealth Management
North Carolina
$612K +$59.3K +458 +13%
TWC
861
TD Waterhouse Canada
Ontario, Canada
$611K +$22.8K +176 +5%
GSB
862
Greenfield Savings Bank
Massachusetts
$610K -$3.5K -27 -0.7%
RWA
863
Redhawk Wealth Advisors
Minnesota
$610K +$510K +3,939 New
DDC
864
DF Dent & Co
Maryland
$607K -$647 -5 -0.1%
QI
865
Qtron Investments
Massachusetts
$604K +$124K +958 +33%
SC
866
Syon Capital
California
$603K +$288K +2,228 +134%
HH
867
Hilltop Holdings
Texas
$596K -$50.9K -393 -9%
AIA
868
Angeles Investment Advisors
California
$595K -$40.7K -314 -8%
CP
869
Coho Partners
Pennsylvania
$595K
AW
870
Atlas Wealth
Ohio
$593K
CIC
871
Chilton Investment Company
Connecticut
$591K -$170K -1,313 -26%
ST
872
Spinnaker Trust
Maine
$591K
CCWM
873
Cassaday & Co Wealth Management
Virginia
$589K +$4.66K +36 +1%
MCM
874
Manchester Capital Management
Vermont
$586K -$76K -587 -13%
TAM
875
Tocqueville Asset Management
New York
$585K -$36.8K -284 -7%

PNC Hedge Fund Activity: Q4 2023 in Review

1,498 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in PNC Financial Services (PNC) for Q4 2023, worth a combined $52.2B — up 30% from $40.1B a quarter earlier.

Buyers outnumbered sellers: 214 funds opened new PNC positions and 73 closed out — a net gain of 141 holders — while 477 added to existing stakes and 603 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $514M. The largest seller was Wellington Management Group, cutting an estimated $224M.

  • 1,498 institutional investors held PNC Financial Services (PNC) as of Q4 2023, up from 1,378 in Q3 2023.
  • Funds reported $52.2B of PNC Financial Services stock for Q4 2023, up 30% quarter-over-quarter.
  • 214 funds opened new PNC Financial Services positions in Q4 2023 and 73 closed out, a net change of +141 holders.
  • The largest PNC Financial Services buyer in Q4 2023 was Fidelity Investments, an estimated $514M added.
  • The largest PNC Financial Services seller in Q4 2023 was Wellington Management Group, an estimated $224M sold.

Based on aggregated 13F filings for Q4 2023.