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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 %
BJL
901
Brighton Jones LLC
Washington
$430K -$378 -3 -0.1%
VA
902
Valmark Advisers
Ohio
$429K +$429K +3,409 New
SA
903
Stewardship Advisors
Pennsylvania
$428K +$24.9K +198 +6%
MIFH
904
Migdal Insurance & Financial Holdings
Israel
$427K -$1.33M -10,563 -76%
TCPWM
905
Traverso Chambers Private Wealth Management
California
$427K +$427K +3,390 New
VHAM
906
Van Hulzen Asset Management
California
$423K +$60.9K +484 +17%
CMANY
907
Capital Management Associates (New York)
New York
$423K – – –
BSW
908
Buckingham Strategic Wealth
Missouri
$421K -$19K -151 -4%
FWM
909
Forza Wealth Management
Florida
$420K – – –
Group One Trading
910
Group One Trading
Illinois
$420K +$420K +3,331 New
CAL
911
Capital Analysts LLC
Pennsylvania
$419K +$126 +1 +0%
C
912
Certuity
Florida
$417K +$102K +809 +32%
D
913
Diversified
Delaware
$417K -$504 -4 -0.1%
GL
914
Graypoint LLC
New York
$417K +$80.1K +636 +24%
BCG
915
Breakwater Capital Group
New Jersey
$416K +$12K +95 +3%
EGA
916
E&G Advisors
Texas
$416K – – –
MCM
917
Mill Capital Management
North Carolina
$416K +$91.2K +724 +28%
DJSG
918
D.J. St. Germain
Massachusetts
$414K +$414K +3,286 New
FNA
919
First National Advisers
Nebraska
$411K +$9.32K +74 +2%
MCM
920
Monarch Capital Management
Indiana
$409K – – –
DS
921
DRW Securities
Illinois
$408K +$408K +3,236 New
DGAM
922
Desjardins Global Asset Management
Quebec, Canada
$408K -$95.2K -756 -19%
Fiera Capital (Canada)
923
Fiera Capital (Canada)
Quebec, Canada
$407K – – –
PCS
924
Personal CFO Solutions
New Jersey
$405K +$17K +135 +4%
SS
925
Sunbelt Securities
Texas
$404K +$106K +840 +36%
35 36
37
38 39