PNC icon

PNC Financial Services
PNC

Overview Fund Activity

1,528 hedge funds and large institutions have $51.3B invested in PNC Financial Services in 2024 Q2 according to their latest regulatory filings, with 125 funds opening new positions, 600 increasing their positions, 542 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,528
Holders Change
+14
Holders Change %
+0.92%
% of All Funds
22.22%
Holding in Top 10
12
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.69%
% of All Funds
0.17%
New
125
Increased
600
Reduced
542
Closed
85
Calls
$472M
Puts
$387M
Net Calls
+$84.9M
Net Calls Change
+$281M

Top Buyers

1
Norges Bank
Norges Bank
Norway
+$144M
2
Amundi
Amundi
France
+$125M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$112M
4
UBS AM
UBS AM
Illinois
+$91.6M
5
Capital Research Global Investors
Capital Research Global Investors
California
+$89.9M

Top Sellers

1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$500M
2
Barclays
Barclays
United Kingdom
-$157M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$143M
4
Capital International Investors
Capital International Investors
California
-$107M
5
BlackRock
BlackRock
New York
-$97.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
BFO
926
Boston Family Office
Massachusetts
$544K – – –
PFGIA
927
Patriot Financial Group Insurance Agency
Massachusetts
$543K +$14.1K +91 +3%
MCM
928
Marathon Capital Management
Maryland
$543K +$29.5K +190 +6%
VHAM
929
Van Hulzen Asset Management
California
$542K – – –
RWM
930
RKL Wealth Management
Pennsylvania
$539K -$1.4K -9 -0.3%
Luther King Capital Management (LKCM)
931
Luther King Capital Management (LKCM)
Texas
$539K – – –
CT
932
Colonial Trust
South Carolina
$539K +$28.5K +183 +6%
GBT
933
Grove Bank & Trust
Florida
$539K +$55.5K +357 +11%
EM
934
Excalibur Management
Massachusetts
$538K +$3.58K +23 +0.7%
FMWA
935
Forvis Mazars Wealth Advisors
Missouri
$535K +$18K +116 +3%
SCM
936
SOL Capital Management
Maryland
$535K – – –
TAM
937
Tocqueville Asset Management
New York
$532K -$25.3K -163 -5%
GC
938
Gratus Capital
Georgia
$531K +$226K +1,453 +74%
QWP
939
Quotient Wealth Partners
Texas
$531K +$192K +1,232 +56%
PPWP
940
Premier Path Wealth Partners
New Jersey
$530K +$63.8K +410 +14%
AA
941
Axiom Advisory
California
$529K +$529K +3,414 New
BOH
942
Bank of Hawaii
Hawaii
$528K +$1.09K +7 +0.2%
NPFS
943
Novak & Powell Financial Services
Florida
$523K – – –
CFGS
944
Concourse Financial Group Securities
Alabama
$519K +$7K +45 +1%
CGL
945
Clarius Group LLC
Washington
$519K -$30K -193 -5%
KWA
946
Kingswood Wealth Advisors
California
$519K +$135K +870 +35%
FRM
947
Fox Run Management
Connecticut
$516K -$480K -3,090 -48%
JMFC
948
J.M. Forbes & Co
Massachusetts
$516K – – –
LIA
949
LBMC Investment Advisors
Tennessee
$513K – – –
XT
950
XTX Topco
Cayman Islands
$512K +$512K +3,290 New
36 37
38
39 40