PNC icon

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 %
TLP
901
Trinity Legacy Partners
Texas
$540K -$27.9K -180 -5%
WDC
902
Woodward Diversified Capital
California
$538K +$83.8K +541 +18%
BOS
903
Bank of Stockton
California
$538K +$146K +967 +37%
RWM
904
RKL Wealth Management
Pennsylvania
$537K +$537K +3,468 New
EM
905
Excalibur Management
Massachusetts
$537K +$12.5K +81 +2%
SCM
906
SOL Capital Management
Maryland
$533K – – –
LCM
907
LVM Capital Management
Michigan
$533K – – –
PFGIA
908
Patriot Financial Group Insurance Agency
Massachusetts
$531K -$7.9K -51 -1%
NRG
909
Nemes Rush Group
Michigan
$527K -$35.3K -228 -6%
PCS
910
Personal CFO Solutions
New Jersey
$526K -$9.76K -63 -2%
BOH
911
Bank of Hawaii
Hawaii
$525K -$300K -1,939 -36%
MA
912
MCF Advisors
Kentucky
$524K -$7.12K -46 -1%
SAM
913
Smithbridge Asset Management
Pennsylvania
$524K -$8.67K -56 -2%
WPC
914
Wedmont Private Capital
Pennsylvania
$523K +$18.6K +118 +4%
CWM
915
Connecticut Wealth Management
Connecticut
$522K +$13K +84 +3%
WFAG
916
Wescott Financial Advisory Group
Pennsylvania
$522K -$6.5K -42 -1%
NPFS
917
Novak & Powell Financial Services
Florida
$521K +$521K +3,364 New
VA
918
Valmark Advisers
Ohio
$521K -$7.28K -47 -1%
ESB
919
Essex Savings Bank
Connecticut
$520K +$65.8K +425 +14%
SWA
920
Stratos Wealth Advisors
Ohio
$518K -$15.2K -98 -3%
PS
921
Principal Securities
Iowa
$518K +$518K +3,343 New
SA
922
Stewardship Advisors
Pennsylvania
$517K -$48.6K -314 -9%
DAL
923
Delta Accumulation LLC
California
$517K -$25.1K -199 -5%
PCG
924
Prosperity Consulting Group
Maryland
$516K +$109K +705 +27%
OCG
925
Opus Capital Group
Ohio
$513K -$2.48K -16 -0.5%
35 36
37
38 39