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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
RMDI
901
R.M. Davis Inc
Maine
$533K +$78.2K +497 +17%
D
902
Diversified
Delaware
$523K
ESB
903
Essex Savings Bank
Connecticut
$523K -$5.82K -37 -1%
CFG
904
Cooper Financial Group
California
$521K +$55.2K +351 +12%
MCM
905
Mill Capital Management
North Carolina
$521K
AM
906
AGF Management
Ontario, Canada
$520K +$518K +3,294 New
FCBT
907
First Citizens Bank & Trust
North Carolina
$520K -$17.3K -110 -3%
MCM
908
Monarch Capital Management
Indiana
$513K -$111K -703 -18%
CC
909
Callan Capital
California
$512K +$148K +938 +41%
Fiera Capital (Canada)
910
Fiera Capital (Canada)
Quebec, Canada
$511K
AAS
911
Ameritas Advisory Services
Nebraska
$511K +$102K +645 +25%
VNA
912
Valley National Advisers
Pennsylvania
$505K -$58.5K -372 -11%
BFIM
913
Beese Fulmer Investment Management
Ohio
$504K +$15.7K +100 +3%
CWM
914
Curi Wealth Management
North Carolina
$502K +$31.8K +202 +7%
SAM
915
Smithbridge Asset Management
Pennsylvania
$500K +$499K +3,168 New
WG
916
Welch Group
Alabama
$500K
HCM
917
HMS Capital Management
Tennessee
$498K -$219K -1,392 -31%
BMCM
918
Bryn Mawr Capital Management
Pennsylvania
$494K +$257K +1,635 +110%
PHAM
919
Palisades Hudson Asset Management
Florida
$492K
SCM
920
Stevens Capital Management
Pennsylvania
$492K +$490K +3,113 New
FMWA
921
Forvis Mazars Wealth Advisors
Missouri
$492K -$5.98K -38 -1%
PWPS
922
Pinnacle Wealth Planning Services
Ohio
$489K -$188K -1,194 -28%
MMM
923
Mendel Money Management
Illinois
$489K +$6.61K +42 +1%
EIA
924
Edgemoor Investment Advisors
Maryland
$489K +$257K +1,635 +112%
SP
925
Symmetry Partners
Connecticut
$488K

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.