PNC icon

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 %
TAM
876
Tocqueville Asset Management
New York
$467K +$70.7K +561 +18%
OCG
877
Opus Capital Group
Ohio
$467K – – –
IWM
878
IHT Wealth Management
Illinois
$465K +$121K +958 +35%
BCM
879
Becker Capital Management
Oregon
$464K +$33.6K +267 +8%
HAFS
880
Hapanowicz & Associates Financial Services
Pennsylvania
$463K – – –
CA
881
CoreCap Advisors
Michigan
$459K +$459K +3,646 New
JMFC
882
J.M. Forbes & Co
Massachusetts
$457K – – –
P
883
Pitcairn
Pennsylvania
$457K -$80K -635 -15%
LCM
884
LVM Capital Management
Michigan
$451K -$29.7K -236 -6%
HVIA
885
Hudson Valley Investment Advisors
New York
$448K -$82.5K -655 -16%
AC
886
ASB Consultores
Florida
$446K +$57.6K +457 +15%
NEI
887
Northwest & Ethical Investments
Ontario, Canada
$446K -$826K -6,557 -65%
MA
888
MCF Advisors
Kentucky
$442K -$20.3K -161 -4%
NAM
889
NorthCrest Asset Manangement
Minnesota
$440K +$630 +5 +0.1%
EF
890
Empowered Funds
Pennsylvania
$440K -$618K -4,904 -58%
EST
891
EA Series Trust
Pennsylvania
$440K +$440K +3,493 New
FA
892
Faithward Advisors
Pennsylvania
$438K +$147K +1,128 +50%
CSWM
893
Cassady Schiller Wealth Management
Ohio
$438K -$12.6K -100 -3%
FBFS
894
First Business Financial Services
Wisconsin
$436K +$53K +421 +14%
MCM
895
Marathon Capital Management
Maryland
$433K -$56.7K -450 -12%
BB
896
Berkshire Bank
Massachusetts
$433K +$11.5K +91 +3%
SCM
897
SOL Capital Management
Maryland
$433K – – –
CW
898
CreativeOne Wealth
Kansas
$433K +$39.5K +314 +10%
EI
899
Ellevest Inc
New York
$433K +$23.4K +186 +6%
PGIM
900
Pacific Global Investment Management
California
$431K -$100K -797 -19%
34 35
36
37 38