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PNC Financial Services

1,417 hedge funds and large institutions have $41.1B invested in PNC Financial Services in 2023 Q1 according to their latest regulatory filings, with 121 funds opening new positions, 591 increasing their positions, 498 reducing their positions, and 150 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more call options, than puts

Call options by funds: $654M | Put options by funds: $502M

19% more repeat investments, than reductions

Existing positions increased: 591 | Existing positions reduced: 498

0.9% less ownership

Funds ownership: 81.76%80.85% (-0.9%)

4% less funds holding

Funds holding: 1,4781,417 (-61)

18% less funds holding in top 10

Funds holding in top 10: 119 (-2)

19% less first-time investments, than exits

New positions opened: 121 | Existing positions closed: 150

21% less capital invested

Capital invested by funds: $52.1B → $41.1B (-$11B)

Holders
1,417
Holders Change
-61
Holders Change %
-4.13%
% of All Funds
22.58%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.14%
New
121
Increased
591
Reduced
498
Closed
150
Calls
$654M
Puts
$502M
Net Calls
+$152M
Net Calls Change
+$27.8M
Name Holding Trade Value Shares
Change
Change in
Stake
SPI
951
Santori & Peters Inc
Pennsylvania
$393K +$3.92K +26 +0.8%
AC
952
ASB Consultores
Florida
$392K -$220K -1,458 -32%
PCS
953
Personal CFO Solutions
New Jersey
$391K -$178K -1,183 -28%
VCM
954
Virtue Capital Management
Tennessee
$390K +$8.75K +58 +2%
FBFS
955
First Business Financial Services
Wisconsin
$387K +$69.5K +461 +18%
CFO
956
Callan Family Office
Pennsylvania
$383K -$83.8K -556 -16%
SDWMA
957
Schneider Downs Wealth Management Advisors
Pennsylvania
$382K +$78.3K +519 +21%
CCB
958
Country Club Bank
Missouri
$382K -$484K -3,213 -52%
HBW
959
Hazlett, Burt & Watson
West Virginia
$378K -$63.2K -419 -12%
MLA
960
MB, Levis & Associates
Pennsylvania
$378K +$11.2K +74 +3%
TCMP
961
Thrive Capital Management (Pennsylvania)
Pennsylvania
$377K +$62.7K +416 +16%
WP
962
WMS Partners
Maryland
$375K -$19K -126 -4%
ACA
963
Aptus Capital Advisors
Alabama
$370K -$1.66M -11,009 -79%
ACP
964
Aviance Capital Partners
Florida
$369K -$1.81K -12 -0.4%
BFG
965
Beacon Financial Group
Texas
$369K -$277K -1,836 -38%
JWCA
966
J.W. Cole Advisors
Florida
$369K +$4.67K +31 +1%
GDP
967
Great Diamond Partners
Maine
$369K +$18.1K +120 +4%
SWA
968
Stratos Wealth Advisors
Ohio
$368K +$5.88K +39 +1%
VHAM
969
Van Hulzen Asset Management
California
$366K -$905 -6 -0.2%
FCCM
970
First City Capital Management
Georgia
$364K
FMWA
971
Forvis Mazars Wealth Advisors
Missouri
$364K -$37.2K -247 -8%
SCM
972
Shelton Capital Management
Colorado
$362K +$36K +239 +9%
SAM
973
Sompo Asset Management
Japan
$361K +$428K +2,840 New
AWA
974
Arete Wealth Advisors
Illinois
$359K +$78.1K +518 +22%
CFGS
975
Concourse Financial Group Securities
Alabama
$358K +$13.1K +87 +3%

PNC Hedge Fund Activity: Q1 2023 in Review

1,417 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in PNC Financial Services (PNC) for Q1 2023, worth a combined $41.1B — down 21% from $52.1B a quarter earlier.

Sellers outnumbered buyers: 150 funds closed out of PNC and 121 opened new positions — a net loss of 29 holders — while 498 trimmed existing stakes and 591 added.

The largest buyer was T. Rowe Price Associates, adding an estimated $1.14B. The largest seller was Capital Research Global Investors, cutting an estimated $1.84B.

  • 1,417 institutional investors held PNC Financial Services (PNC) as of Q1 2023, down from 1,478 in Q4 2022.
  • Funds reported $41.1B of PNC Financial Services stock for Q1 2023, down 21% quarter-over-quarter.
  • 121 funds opened new PNC Financial Services positions in Q1 2023 and 150 closed out, a net change of -29 holders.
  • The largest PNC Financial Services buyer in Q1 2023 was T. Rowe Price Associates, an estimated $1.14B added.
  • The largest PNC Financial Services seller in Q1 2023 was Capital Research Global Investors, an estimated $1.84B sold.

Based on aggregated 13F filings for Q1 2023.