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PNC Financial Services

1,514 hedge funds and large institutions have $53.3B invested in PNC Financial Services in 2024 Q1 according to their latest regulatory filings, with 141 funds opening new positions, 577 increasing their positions, 559 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,514
Holders Change
+25
Holders Change %
+1.68%
% of All Funds
21.95%
Holding in Top 10
13
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.19%
New
141
Increased
577
Reduced
559
Closed
93
Calls
$567M
Puts
$764M
Net Calls
-$197M
Net Calls Change
-$335M
Name Holding Trade Value Shares
Change
Shares
Change %
NAS
926
Nicolet Advisory Services
Wisconsin
$569K +$49.4K +306 +10%
CA
927
Clearstead Advisors
Ohio
$569K +$6.64K +42 +1%
SWM
928
Spire Wealth Management
Virginia
$566K +$26.2K +162 +5%
BFO
929
Boston Family Office
Massachusetts
$566K
VHAM
930
Van Hulzen Asset Management
California
$563K
RWM
931
RKL Wealth Management
Pennsylvania
$562K +$1.62K +10 +0.3%
Luther King Capital Management (LKCM)
932
Luther King Capital Management (LKCM)
Texas
$560K -$20.2K -125 -3%
LCM
933
LVM Capital Management
Michigan
$557K
SCM
934
SOL Capital Management
Maryland
$556K
EM
935
Excalibur Management
Massachusetts
$555K -$4.53K -28 -0.8%
WA
936
Waverly Advisors
Alabama
$554K +$325K +2,013 +142%
WPC
937
Wedmont Private Capital
Pennsylvania
$553K +$16.8K +104 +3%
PFGIA
938
Patriot Financial Group Insurance Agency
Massachusetts
$550K -$4.36K -27 -0.8%
BOH
939
Bank of Hawaii
Hawaii
$547K -$808 -5 -0.1%
VA
940
Valmark Advisers
Ohio
$546K +$2.59K +16 +0.5%
NPFS
941
Novak & Powell Financial Services
Florida
$544K
GWMR
942
GC Wealth Management RIA
Massachusetts
$543K +$84.2K +521 +18%
RCM
943
RNC Capital Management
California
$541K -$186K -1,150 -26%
TPI
944
Trust Point Inc
Wisconsin
$538K +$59.6K +369 +12%
EWA
945
EP Wealth Advisors
California
$538K +$5.98K +37 +1%
FMWA
946
Forvis Mazars Wealth Advisors
Missouri
$537K +$107K +662 +25%
NRG
947
Nemes Rush Group
Michigan
$536K -$14.1K -87 -3%
PA
948
Parallel Advisors
California
$536K +$153K +948 +40%
JMFC
949
J.M. Forbes & Co
Massachusetts
$536K +$18.9K +117 +4%
LIA
950
LBMC Investment Advisors
Tennessee
$534K +$242K +1,500 +83%