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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
DAL
926
Delta Accumulation LLC
California
$517K -$25.8K -199 -5%
CT
927
Caldwell Trust
Florida
$516K -$57.6K -445 -12%
PCG
928
Prosperity Consulting Group
Maryland
$516K +$91.3K +705 +27%
OCG
929
Opus Capital Group
Ohio
$513K -$2.07K -16 -0.5%
MCM
930
Marathon Capital Management
Maryland
$511K -$25.9K -200 -6%
MCM
931
Mill Capital Management
North Carolina
$511K
BSW
932
Buckingham Strategic Wealth
Missouri
$511K -$38.3K -296 -8%
EWA
933
EP Wealth Advisors
California
$510K +$58.6K +453 +16%
FCP
934
Fidelis Capital Partners
Florida
$509K +$88.8K +686 +26%
CFGS
935
Concourse Financial Group Securities
Alabama
$505K +$61K +471 +17%
SWM
936
Spire Wealth Management
Virginia
$504K -$41.3K -319 -9%
BWP
937
BSW Wealth Partners
Colorado
$504K +$8.03K +62 +2%
NAS
938
Nicolet Advisory Services
Wisconsin
$503K +$38.8K +300 +10%
VVP
939
Venture Visionary Partners
Ohio
$503K -$80.8K -624 -16%
TCA
940
Transcend Capital Advisors
New Jersey
$502K +$11.5K +89 +3%
WI
941
WBI Investments
New Jersey
$502K -$30.6K -236 -7%
SAM
942
Sompo Asset Management
Japan
$499K -$91.9K -710 -18%
FNB
943
Farmers National Bank
Kentucky
$498K -$65.6K -507 -14%
JMFC
944
J.M. Forbes & Co
Massachusetts
$496K
ISWM
945
Independent Solutions Wealth Management
New York
$494K -$684K -5,280 -62%
SC
946
SouthState Corp
Florida
$492K -$36.1K -279 -8%
MCM
947
Monarch Capital Management
Indiana
$492K -$2.98K -23 -0.7%
FCFC
948
First Citizens Financial Corp
Iowa
$492K
AFM
949
Armstrong Fleming & Moore
District of Columbia
$490K
FCMC
950
Founders Capital Management (Connecticut)
Connecticut
$489K +$149K +1,149 +57%

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.