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PNC Financial Services
PNC

Overview Fund Activity

1,489 hedge funds and large institutions have $52.1B invested in PNC Financial Services in 2023 Q4 according to their latest regulatory filings, with 212 funds opening new positions, 474 increasing their positions, 600 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,489
Holders Change
+118
Holders Change %
+8.61%
% of All Funds
21.83%
Holding in Top 10
13
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+30%
% of All Funds
0.19%
New
212
Increased
474
Reduced
600
Closed
73
Calls
$714M
Puts
$576M
Net Calls
+$138M
Net Calls Change
+$7.75M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$615M
2
Morgan Stanley
Morgan Stanley
New York
+$605M
3
Franklin Resources
Franklin Resources
California
+$472M
4
Capital International Investors
Capital International Investors
California
+$306M
5
Citadel Advisors
Citadel Advisors
Florida
+$305M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$268M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$212M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$159M
4
Federated Hermes
Federated Hermes
Pennsylvania
-$97.4M
5
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$96.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
GM
876
GeoWealth Management
Illinois
$578K +$578K +3,732 New
CAMG
877
CWA Asset Management Group
Florida
$578K +$181K +1,167 +46%
BCAM
878
Boston Common Asset Management
Massachusetts
$577K -$24.2K -156 -4%
SC
879
Steph & Co
Wisconsin
$576K +$10.4K +67 +2%
BFIM
880
Beese Fulmer Investment Management
Ohio
$575K +$24.8K +160 +5%
D
881
Diversified
Delaware
$575K -$46.5K -300 -7%
FHC
882
First Heartland Consultants
Missouri
$575K +$97.8K +632 +20%
FBFS
883
First Business Financial Services
Wisconsin
$575K +$38.2K +247 +7%
HBW
884
Hazlett, Burt & Watson
West Virginia
$571K -$42.8K -275 -7%
BCG
885
Breakwater Capital Group
New Jersey
$568K +$43.9K +294 +8%
Lazard Asset Management
886
Lazard Asset Management
New York
$567K +$496K +3,208 +696%
PCM
887
Penserra Capital Management
California
$563K -$61.1K -396 -10%
RP
888
Riverwater Partners
Wisconsin
$562K -$36.7K -237 -6%
SPI
889
Santori & Peters Inc
Pennsylvania
$557K +$6.66K +43 +1%
Luther King Capital Management (LKCM)
890
Luther King Capital Management (LKCM)
Texas
$556K -$238K -1,535 -30%
CAM
891
Cidel Asset Management
Ontario, Canada
$552K +$552K +3,566 New
CA
892
Clearstead Advisors
Ohio
$551K -$546K -3,524 -50%
SS
893
Sunbelt Securities
Texas
$549K +$7.74K +50 +1%
TCPWM
894
Traverso Chambers Private Wealth Management
California
$546K -$6.66K -43 -1%
TCMP
895
Thrive Capital Management (Pennsylvania)
Pennsylvania
$545K -$117K -754 -18%
IWM
896
IHT Wealth Management
Illinois
$545K -$77.4K -500 -12%
BFO
897
Boston Family Office
Massachusetts
$542K – – –
BB
898
Berkshire Bank
Massachusetts
$541K +$8.21K +53 +2%
NAM
899
NorthCrest Asset Manangement
Minnesota
$540K -$619 -4 -0.1%
VHAM
900
Van Hulzen Asset Management
California
$540K +$4.65K +30 +0.9%
34 35
36
37 38