We are live on ! Find out more
PNC icon

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
WP
926
WMS Partners
Maryland
$485K +$36.8K +234 +8%
SPI
927
Santori & Peters Inc
Pennsylvania
$484K +$4.41K +28 +0.9%
TF
928
Tompkins Financial
New York
$482K -$11.3K -72 -2%
FNA
929
First National Advisers
Nebraska
$482K +$124K +790 +35%
PWMG
930
Prestige Wealth Management Group
New Jersey
$482K +$218K +1,384 +83%
CG
931
Clifford Group
Massachusetts
$481K +$480K +3,047 New
BEI
932
Benjamin Edwards Inc
Missouri
$481K -$67.8K -431 -12%
NICM
933
Neo Ivy Capital Management
New York
$481K +$104K +658 +28%
HAFS
934
Hapanowicz & Associates Financial Services
Pennsylvania
$479K
OIA
935
OneDigital Investment Advisors
Kansas
$477K -$21.4K -136 -4%
JWM
936
Jupiter Wealth Management
Colorado
$473K
VCM
937
Virtue Capital Management
Tennessee
$472K +$470K +2,989 New
CAL
938
Capital Analysts LLC
Pennsylvania
$470K +$12.3K +78 +3%
CW
939
CreativeOne Wealth
Kansas
$466K +$32.4K +206 +7%
PIM
940
Perpetual Investment Management
Australia
$464K
CS
941
Comerica Securities
Michigan
$463K +$29.6K +188 +7%
ACP
942
Aviance Capital Partners
Florida
$461K -$12.3K -78 -3%
BWP
943
BSW Wealth Partners
Colorado
$460K -$135K -860 -23%
MLA
944
MB, Levis & Associates
Pennsylvania
$458K +$456K +2,898 New
CCFCSB
945
Cape Cod Five Cents Savings Bank
Massachusetts
$458K
DG
946
DMC Group
Alabama
$456K -$29.3K -186 -6%
VHAM
947
Van Hulzen Asset Management
California
$455K -$46.3K -294 -9%
JWCA
948
J.W. Cole Advisors
Florida
$453K +$19.4K +123 +4%
LOAMS
949
Lombard Odier Asset Management (Switzerland)
Switzerland
$453K +$451K +2,868 New
OWP
950
Obermeyer Wealth Partners
Colorado
$452K -$187K -1,189 -29%

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.