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PNC Financial Services

1,478 hedge funds and large institutions have $52.1B invested in PNC Financial Services in 2022 Q4 according to their latest regulatory filings, with 171 funds opening new positions, 536 increasing their positions, 527 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

104% more first-time investments, than exits

New positions opened: 171 | Existing positions closed: 84

26% more call options, than puts

Call options by funds: $609M | Put options by funds: $485M

4% more funds holding

Funds holding: 1,4181,478 (+60)

4% more capital invested

Capital invested by funds: $50.3B → $52.1B (+$1.83B)

2% more repeat investments, than reductions

Existing positions increased: 536 | Existing positions reduced: 527

0.41% less ownership

Funds ownership: 82.17%81.76% (-0.41%)

8% less funds holding in top 10

Funds holding in top 10: 1211 (-1)

Holders
1,478
Holders Change
+60
Holders Change %
+4.23%
% of All Funds
23.76%
Holding in Top 10
11
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-8.33%
% of All Funds
0.18%
New
171
Increased
536
Reduced
527
Closed
84
Calls
$609M
Puts
$485M
Net Calls
+$124M
Net Calls Change
+$189M
Name Holding Trade Value Shares
Change
Change in
Stake
Verition Fund Management
876
Verition Fund Management
Connecticut
$579K -$194K -1,233 -25%
MPPW
877
Mitchell & Pahl Private Wealth
Oklahoma
$579K -$14.2K -90 -2%
BFS
878
Bard Financial Services
Connecticut
$576K
BFS
879
Bradley Foster & Sargent
Connecticut
$576K +$12.9K +82 +2%
JMFC
880
J.M. Forbes & Co
Massachusetts
$573K
AAMC
881
Asset Allocation & Management Company
Illinois
$572K -$216K -1,375 -28%
CA
882
Clearstead Advisors
Ohio
$570K +$2.68K +17 +0.5%
PFPT
883
Pinnacle Financial Partners (Tennessee)
Tennessee
$565K -$130K -824 -19%
BB
884
Berkshire Bank
Massachusetts
$565K +$122K +777 +28%
CSWM
885
Cassady Schiller Wealth Management
Ohio
$564K
SWM
886
Spire Wealth Management
Virginia
$564K +$13.2K +84 +2%
CFO
887
Callan Family Office
Pennsylvania
$564K +$562K +3,570 New
Wealth Enhancement Advisory Services
888
Wealth Enhancement Advisory Services
Minnesota
$564K -$4.6M -29,242 -89%
BBP
889
Banco BTG Pactual
Brazil
$563K +$561K +3,564 New
IWM
890
Iams Wealth Management
Nebraska
$562K +$560K +3,558 New
HT
891
HighTower Trust
Texas
$560K +$170K +1,080 +43%
AWM
892
Avior Wealth Management
Nebraska
$557K +$171K +1,086 +45%
BJL
893
Brighton Jones LLC
Washington
$555K -$8.5K -54 -2%
MIFH
894
Migdal Insurance & Financial Holdings
Israel
$555K +$475K +3,019 +609%
BSW
895
Buckingham Strategic Wealth
Missouri
$552K -$48.9K -311 -8%
LWCFA
896
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$551K -$201K -1,276 -27%
HH
897
Hilltop Holdings
Texas
$550K +$81.7K +519 +18%
TC
898
Titleist Capital
Texas
$550K +$195K +1,236 +55%
SCM
899
SOL Capital Management
Maryland
$543K
HBW
900
Hazlett, Burt & Watson
West Virginia
$538K -$17.2K -109 -3%

PNC Hedge Fund Activity: Q4 2022 in Review

1,478 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in PNC Financial Services (PNC) for Q4 2022, worth a combined $52.1B — up 3.6% from $50.3B a quarter earlier.

Buyers outnumbered sellers: 171 funds opened new PNC positions and 84 closed out — a net gain of 87 holders — while 536 added to existing stakes and 527 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $164M. The largest seller was Wellington Management Group, cutting an estimated $650M.

  • 1,478 institutional investors held PNC Financial Services (PNC) as of Q4 2022, up from 1,418 in Q3 2022.
  • Funds reported $52.1B of PNC Financial Services stock for Q4 2022, up 3.6% quarter-over-quarter.
  • 171 funds opened new PNC Financial Services positions in Q4 2022 and 84 closed out, a net change of +87 holders.
  • The largest PNC Financial Services buyer in Q4 2022 was Morgan Stanley, an estimated $164M added.
  • The largest PNC Financial Services seller in Q4 2022 was Wellington Management Group, an estimated $650M sold.

Based on aggregated 13F filings for Q4 2022.