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PNC Financial Services

1,410 hedge funds and large institutions have $41B invested in PNC Financial Services in 2023 Q1 according to their latest regulatory filings, with 120 funds opening new positions, 588 increasing their positions, 497 reducing their positions, and 150 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,410
Holders Change
-62
Holders Change %
-4.21%
% of All Funds
22.57%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.14%
New
120
Increased
588
Reduced
497
Closed
150
Calls
$654M
Puts
$502M
Net Calls
+$152M
Net Calls Change
+$27.8M
Name Holding Trade Value Shares
Change
Shares
Change %
SDWMA
951
Schneider Downs Wealth Management Advisors
Pennsylvania
$382K +$66K +519 +21%
CCB
952
Country Club Bank
Missouri
$382K -$408K -3,213 -52%
HBW
953
Hazlett, Burt & Watson
West Virginia
$378K -$53K -419 -12%
MLA
954
MB, Levis & Associates
Pennsylvania
$378K +$9.41K +74 +3%
TCMP
955
Thrive Capital Management (Pennsylvania)
Pennsylvania
$377K +$52.8K +416 +16%
WP
956
WMS Partners
Maryland
$375K -$16K -126 -4%
ACA
957
Aptus Capital Advisors
Alabama
$370K -$1.4M -11,009 -79%
ACP
958
Aviance Capital Partners
Florida
$369K -$1.53K -12 -0.4%
BFG
959
Beacon Financial Group
Texas
$369K -$224K -1,836 -38%
JWCA
960
J.W. Cole Advisors
Florida
$369K +$3.94K +31 +1%
GDP
961
Great Diamond Partners
Maine
$369K +$15.3K +120 +4%
SWA
962
Stratos Wealth Advisors
Ohio
$368K +$4.96K +39 +1%
VHAM
963
Van Hulzen Asset Management
California
$366K -$763 -6 -0.2%
FCCM
964
First City Capital Management
Georgia
$364K
FMWA
965
Forvis Mazars Wealth Advisors
Missouri
$364K -$31.4K -247 -8%
SCM
966
Shelton Capital Management
Colorado
$362K +$30.4K +239 +9%
SAM
967
Sompo Asset Management
Japan
$361K +$361K +2,840 New
AWA
968
Arete Wealth Advisors
Illinois
$359K +$65.8K +518 +22%
CFGS
969
Concourse Financial Group Securities
Alabama
$358K +$11.1K +87 +3%
LIM
970
Leavell Investment Management
Alabama
$356K
SIM
971
Sentry Investment Management
Wisconsin
$355K +$8.64K +68 +2%
AFS
972
Annapolis Financial Services
Maryland
$354K
VNA
973
Valley National Advisers
Pennsylvania
$354K -$24.9K -200 -7%
ACIM
974
Azimuth Capital Investment Management
Michigan
$354K -$155K -1,220 -30%
MVA
975
Mount Vernon Associates
Maryland
$353K -$2.54K -20 -0.7%