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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 %
MCM
926
Marathon Capital Management
Maryland
$511K -$31K -200 -6%
MCM
927
Mill Capital Management
North Carolina
$511K – – –
BSW
928
Buckingham Strategic Wealth
Missouri
$511K -$45.8K -296 -8%
EWA
929
EP Wealth Advisors
California
$510K +$70.1K +453 +16%
FCP
930
Fidelis Capital Partners
Florida
$509K +$106K +686 +26%
CFGS
931
Concourse Financial Group Securities
Alabama
$505K +$72.9K +471 +17%
SWM
932
Spire Wealth Management
Virginia
$504K -$48.1K -319 -9%
BWP
933
BSW Wealth Partners
Colorado
$504K +$9.6K +62 +2%
NAS
934
Nicolet Advisory Services
Wisconsin
$503K +$46.9K +300 +10%
VVP
935
Venture Visionary Partners
Ohio
$503K -$96.6K -624 -16%
TCA
936
Transcend Capital Advisors
New Jersey
$502K +$13.8K +89 +3%
WI
937
WBI Investments
New Jersey
$502K -$36.5K -236 -7%
SAM
938
Sompo Asset Management
Japan
$499K -$110K -710 -18%
FNB
939
Farmers National Bank
Kentucky
$498K -$78.5K -507 -14%
JMFC
940
J.M. Forbes & Co
Massachusetts
$496K – – –
ISWM
941
Independent Solutions Wealth Management
New York
$494K -$818K -5,280 -62%
SC
942
SouthState Corp
Florida
$492K -$43.2K -279 -8%
MCM
943
Monarch Capital Management
Indiana
$492K -$3.56K -23 -0.7%
FCFC
944
First Citizens Financial Corp
Iowa
$492K – – –
AFM
945
Armstrong Fleming & Moore
District of Columbia
$490K – – –
FCMC
946
Founders Capital Management (Connecticut)
Connecticut
$489K +$178K +1,149 +57%
SGI
947
Summit Global Investments
Utah
$488K -$63.6K -411 -12%
CIA
948
Concurrent Investment Advisors
Florida
$487K +$487K +3,144 New
PHAM
949
Palisades Hudson Asset Management
Florida
$484K +$930 +6 +0.2%
DJSG
950
D.J. St. Germain
Massachusetts
$484K -$25.1K -162 -5%
36 37
38
39 40