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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
SAG
901
SageView Advisory Group
California
$463K +$549K +3,643 New
EMFAT
902
Emerald Mutual Fund Advisers Trust
Pennsylvania
$463K +$549K +3,640 New
JMFC
903
J.M. Forbes & Co
Massachusetts
$461K
AAMC
904
Asset Allocation & Management Company
Illinois
$460K
CSWM
905
Cassady Schiller Wealth Management
Ohio
$454K
MPPW
906
Mitchell & Pahl Private Wealth
Oklahoma
$453K -$15.2K -101 -3%
PWPS
907
Pinnacle Wealth Planning Services
Ohio
$444K +$59.7K +396 +13%
NAM
908
NorthCrest Asset Manangement
Minnesota
$443K +$127K +844 +32%
VF
909
Virtu Financial
New York
$442K +$524K +3,476 New
TCOV
910
Trust Company of Vermont
Vermont
$438K -$790K -5,240 -60%
SCM
911
SOL Capital Management
Maryland
$437K
CG
912
Clifford Group
Massachusetts
$435K +$56.1K +372 +12%
BCM
913
Becker Capital Management
Oregon
$434K -$41.5K -275 -7%
VSQM
914
V-Square Quantitative Management
Illinois
$434K +$515K +3,416 New
BJL
915
Brighton Jones LLC
Washington
$434K -$15.1K -100 -3%
NFG
916
Northeast Financial Group
Pennsylvania
$429K
IA
917
IFP Advisors
Florida
$429K -$1.9M -12,609 -73%
CMANY
918
Capital Management Associates (New York)
New York
$427K +$506K +3,357 New
LWA
919
Lineweaver Wealth Advisors
Ohio
$426K +$123K +819 +32%
PAMG
920
Patton Albertson Miller Group
Tennessee
$426K -$60.6K -402 -11%
BB
921
Berkshire Bank
Massachusetts
$425K -$34.7K -230 -6%
FWM
922
Forza Wealth Management
Florida
$424K +$77.1K +511 +18%
CAL
923
Capital Analysts LLC
Pennsylvania
$423K +$52.5K +348 +12%
LCWP
924
Legacy Capital Wealth Partners
Arkansas
$423K +$502K +3,327 New
D
925
Diversified
Delaware
$422K +$603 +4 +0.1%

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.