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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 %
PPWP
951
Premier Path Wealth Partners
New Jersey
$483K +$483K +3,121 New
MGIA
952
Moneta Group Investment Advisors
Missouri
$481K +$89.4K +577 +23%
AIM
953
Achmea Investment Management
Netherlands
$477K – – –
IA
954
IFG Advisory
Georgia
$476K +$117K +755 +33%
BWP
955
Baldwin Wealth Partners
Massachusetts
$475K -$12.3M -79,236 -96%
SPC
956
Sigma Planning Corp
Michigan
$474K -$624K -4,031 -57%
JWA
957
JFS Wealth Advisors
Pennsylvania
$472K -$11.1K -72 -2%
TWA
958
Tandem Wealth Advisors
Arizona
$467K – – –
MLA
959
MB, Levis & Associates
Pennsylvania
$464K +$4.18K +27 +0.9%
GC
960
Gilbert & Cook
Iowa
$462K +$16.6K +107 +4%
AAS
961
Ameritas Advisory Services
Nebraska
$462K +$108K +719 +31%
GAA
962
Guardian Asset Advisors
Pennsylvania
$459K +$459K +2,966 New
CA
963
Crumly & Associates
Illinois
$459K +$459K +2,965 New
TPI
964
Trust Point Inc
Wisconsin
$459K +$459K +2,963 New
MPPW
965
Mitchell & Pahl Private Wealth
Oklahoma
$458K -$10.7K -69 -2%
GWANC
966
Guardian Wealth Advisors (North Carolina)
North Carolina
$457K +$30.7K +198 +7%
CT
967
Colonial Trust
South Carolina
$456K +$110K +712 +32%
KWA
968
Kingswood Wealth Advisors
California
$455K -$156K -1,008 -26%
CAL
969
Capital Analysts LLC
Pennsylvania
$454K -$26.4K -170 -5%
FFA
970
First Foundation Advisors
California
$453K -$214K -1,384 -32%
GDP
971
Great Diamond Partners
Maine
$452K +$32.1K +207 +8%
BCM
972
Becker Capital Management
Oregon
$450K -$121K -780 -21%
ACP
973
Aviance Capital Partners
Florida
$449K -$155 -1 -0%
ACIM
974
Azimuth Capital Investment Management
Michigan
$442K -$2.01K -13 -0.5%
WBC
975
Westpac Banking Corp
Australia
$442K +$46.6K +301 +12%
37 38
39
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