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PNC Financial Services

1,498 hedge funds and large institutions have $52.2B invested in PNC Financial Services in 2023 Q4 according to their latest regulatory filings, with 214 funds opening new positions, 477 increasing their positions, 603 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed

193% more first-time investments, than exits

New positions opened: 214 | Existing positions closed: 73

30% more funds holding in top 10

Funds holding in top 10: 1013 (+3)

30% more capital invested

Capital invested by funds: $40.1B → $52.2B (+$12B)

24% more call options, than puts

Call options by funds: $714M | Put options by funds: $576M

9% more funds holding

Funds holding: 1,3781,498 (+120)

2.48% more ownership

Funds ownership: 82.08%84.56% (+2.5%)

21% less repeat investments, than reductions

Existing positions increased: 477 | Existing positions reduced: 603

Holders
1,498
Holders Change
+120
Holders Change %
+8.71%
% of All Funds
21.84%
Holding in Top 10
13
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+30%
% of All Funds
0.19%
New
214
Increased
477
Reduced
603
Closed
73
Calls
$714M
Puts
$576M
Net Calls
+$138M
Net Calls Change
+$7.75M
Name Holding Trade Value Shares
Change
Change in
Stake
BB
901
Berkshire Bank
Massachusetts
$541K +$6.86K +53 +2%
NAM
902
NorthCrest Asset Manangement
Minnesota
$540K -$518 -4 -0.1%
VHAM
903
Van Hulzen Asset Management
California
$540K +$3.88K +30 +0.9%
TLP
904
Trinity Legacy Partners
Texas
$540K -$23.3K -180 -5%
WDC
905
Woodward Diversified Capital
California
$538K +$70K +541 +18%
BOS
906
Bank of Stockton
California
$538K +$125K +967 +37%
RWM
907
RKL Wealth Management
Pennsylvania
$537K +$449K +3,468 New
EM
908
Excalibur Management
Massachusetts
$537K +$10.5K +81 +2%
LCM
909
LVM Capital Management
Michigan
$533K
SCM
910
SOL Capital Management
Maryland
$533K
PFGIA
911
Patriot Financial Group Insurance Agency
Massachusetts
$531K -$6.6K -51 -1%
NRG
912
Nemes Rush Group
Michigan
$527K -$29.5K -228 -6%
PCS
913
Personal CFO Solutions
New Jersey
$526K -$8.16K -63 -2%
BOH
914
Bank of Hawaii
Hawaii
$525K -$251K -1,939 -36%
MA
915
MCF Advisors
Kentucky
$524K -$5.96K -46 -1%
SAM
916
Smithbridge Asset Management
Pennsylvania
$524K -$7.25K -56 -2%
WPC
917
Wedmont Private Capital
Pennsylvania
$523K +$15.3K +118 +4%
CWM
918
Connecticut Wealth Management
Connecticut
$522K +$10.9K +84 +3%
WFAG
919
Wescott Financial Advisory Group
Pennsylvania
$522K -$5.44K -42 -1%
NPFS
920
Novak & Powell Financial Services
Florida
$521K +$436K +3,364 New
VA
921
Valmark Advisers
Ohio
$521K -$6.08K -47 -1%
ESB
922
Essex Savings Bank
Connecticut
$520K +$55K +425 +14%
SWA
923
Stratos Wealth Advisors
Ohio
$518K -$12.7K -98 -3%
PS
924
Principal Securities
Iowa
$518K +$433K +3,343 New
SA
925
Stewardship Advisors
Pennsylvania
$517K -$40.7K -314 -9%

PNC Hedge Fund Activity: Q4 2023 in Review

1,498 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in PNC Financial Services (PNC) for Q4 2023, worth a combined $52.2B — up 30% from $40.1B a quarter earlier.

Buyers outnumbered sellers: 214 funds opened new PNC positions and 73 closed out — a net gain of 141 holders — while 477 added to existing stakes and 603 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $514M. The largest seller was Wellington Management Group, cutting an estimated $224M.

  • 1,498 institutional investors held PNC Financial Services (PNC) as of Q4 2023, up from 1,378 in Q3 2023.
  • Funds reported $52.2B of PNC Financial Services stock for Q4 2023, up 30% quarter-over-quarter.
  • 214 funds opened new PNC Financial Services positions in Q4 2023 and 73 closed out, a net change of +141 holders.
  • The largest PNC Financial Services buyer in Q4 2023 was Fidelity Investments, an estimated $514M added.
  • The largest PNC Financial Services seller in Q4 2023 was Wellington Management Group, an estimated $224M sold.

Based on aggregated 13F filings for Q4 2023.