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PNC Financial Services
PNC

Overview Fund Activity

1,497 hedge funds and large institutions have $70.1B invested in PNC Financial Services in 2021 Q4 according to their latest regulatory filings, with 213 funds opening new positions, 526 increasing their positions, 469 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,497
Holders Change
+105
Holders Change %
+7.54%
% of All Funds
23.12%
Holding in Top 10
17
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.26%
New
213
Increased
526
Reduced
469
Closed
81
Calls
$772M
Puts
$667M
Net Calls
+$106M
Net Calls Change
-$76.7M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
+$329M
2
Lazard Asset Management
Lazard Asset Management
New York
+$302M
3
Citadel Advisors
Citadel Advisors
Florida
+$197M
4
Morgan Stanley
Morgan Stanley
New York
+$130M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$113M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$452M
2
Capital International Investors
Capital International Investors
California
-$426M
3
Capital World Investors
Capital World Investors
California
-$408M
4
Invesco
Invesco
Georgia
-$210M
5
Holocene Advisors
Holocene Advisors
New York
-$105M
Name Holding Trade Value Shares
Change 		Shares
Change %
GP
901
Girard Partners
Pennsylvania
$546K -$105K -523 -16%
FCCM
902
First City Capital Management
Georgia
$544K -$65.7K -312 -11%
JWA
903
JFS Wealth Advisors
Pennsylvania
$541K +$5.81K +29 +1%
National Bank of Canada
904
National Bank of Canada
Quebec, Canada
$541K +$541K +2,697 New
CFMC
905
Curbstone Financial Management Corp
New Hampshire
$540K -$1.6K -8 -0.3%
HIMC
906
Heritage Investors Management Corp
Maryland
$539K – – –
CA
907
Carson Advisory
Georgia
$539K +$539K +2,690 New
D
908
Diversified
Delaware
$537K +$2.41K +12 +0.5%
RCG
909
Resource Consulting Group
Florida
$535K +$535K +2,670 New
HPC
910
HM Payson & Co
Maine
$534K – – –
OFG
911
Oxford Financial Group
Indiana
$529K -$802 -4 -0.2%
FMWA
912
Forvis Mazars Wealth Advisors
Missouri
$526K – – –
LIG
913
Lokken Investment Group
Delaware
$526K +$127K +634 +32%
AAS
914
Ameritas Advisory Services
Nebraska
$526K +$526K +2,622 New
BFIM
915
Beese Fulmer Investment Management
Ohio
$523K – – –
EGA
916
E&G Advisors
Texas
$521K – – –
SCI
917
S&CO Inc
Massachusetts
$521K – – –
BRWM
918
B. Riley Wealth Management
Tennessee
$521K +$40.1K +200 +8%
VAM
919
Vontobel Asset Management
New York
$520K -$9.43K -47 -2%
DAM
920
Delta Asset Management
Tennessee
$518K – – –
CW
921
CreativeOne Wealth
Kansas
$515K +$96.7K +482 +23%
CCFP
922
Charles Carroll Financial Partners
Massachusetts
$512K +$512K +2,554 New
RWI
923
Red Wave Investments
Pennsylvania
$510K -$6.61K -33 -1%
SIP
924
Stoneridge Investment Partners
Pennsylvania
$510K – – –
HT
925
HighTower Trust
Texas
$510K +$510K +2,545 New
35 36
37
38 39