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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
BHWM
876
Bar Harbor Wealth Management
New Hampshire
$496K -$74.5K -494 -11%
MCM
877
Manchester Capital Management
Vermont
$495K +$29K +192 +5%
MCM
878
Marathon Capital Management
Maryland
$495K +$905 +6 +0.2%
BWM
879
Buckley Wealth Management
Nevada
$494K -$4.98K -33 -0.8%
PTC
880
Petrus Trust Company
Texas
$492K +$584K +3,873 New
RP
881
Riverwater Partners
Wisconsin
$491K -$33.9K -225 -5%
QC
882
Quent Capital
New York
$488K +$17.8K +118 +3%
CIC
883
Chilton Investment Company
Connecticut
$485K
LCM
884
LVM Capital Management
Michigan
$485K
ST
885
Spinnaker Trust
Maine
$485K
AG
886
AIA Group
Hong Kong
$484K -$108K -715 -16%
CCMIC
887
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$483K
AWM
888
Affinity Wealth Management
Delaware
$483K
MMM
889
Mendel Money Management
Illinois
$482K +$105K +698 +23%
OIA
890
OneDigital Investment Advisors
Kansas
$481K +$116K +771 +26%
QI
891
Qtron Investments
Massachusetts
$479K
CFG
892
Cooper Financial Group
California
$477K +$68.6K +455 +14%
CCWM
893
Cassaday & Co Wealth Management
Virginia
$476K -$2.26K -15 -0.4%
HCM
894
HMS Capital Management
Tennessee
$474K +$86.4K +573 +18%
OCG
895
Opus Capital Group
Ohio
$472K -$5.73K -38 -1%
HH
896
Hilltop Holdings
Texas
$471K +$33.3K +221 +6%
CWA
897
Clearview Wealth Advisors
Oregon
$469K -$237K -1,574 -30%
HAFS
898
Hapanowicz & Associates Financial Services
Pennsylvania
$467K +$96.5K +640 +21%
MA
899
MCF Advisors
Kentucky
$466K -$24.9K -165 -4%
CA
900
Clearstead Advisors
Ohio
$464K +$6.33K +42 +1%

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.