We are live on ! Find out more
PNC icon

PNC Financial Services

1,498 hedge funds and large institutions have $52.2B invested in PNC Financial Services in 2023 Q4 according to their latest regulatory filings, with 214 funds opening new positions, 477 increasing their positions, 603 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed

193% more first-time investments, than exits

New positions opened: 214 | Existing positions closed: 73

30% more funds holding in top 10

Funds holding in top 10: 1013 (+3)

30% more capital invested

Capital invested by funds: $40.1B → $52.2B (+$12B)

24% more call options, than puts

Call options by funds: $714M | Put options by funds: $576M

9% more funds holding

Funds holding: 1,3781,498 (+120)

2.48% more ownership

Funds ownership: 82.08%84.56% (+2.5%)

21% less repeat investments, than reductions

Existing positions increased: 477 | Existing positions reduced: 603

Holders
1,498
Holders Change
+120
Holders Change %
+8.71%
% of All Funds
21.84%
Holding in Top 10
13
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+30%
% of All Funds
0.19%
New
214
Increased
477
Reduced
603
Closed
73
Calls
$714M
Puts
$576M
Net Calls
+$138M
Net Calls Change
+$7.75M
Name Holding Trade Value Shares
Change
Change in
Stake
SGI
951
Summit Global Investments
Utah
$488K -$53.2K -411 -12%
CIA
952
Concurrent Investment Advisors
Florida
$487K +$407K +3,144 New
PHAM
953
Palisades Hudson Asset Management
Florida
$484K +$777 +6 +0.2%
DJSG
954
D.J. St. Germain
Massachusetts
$484K -$21K -162 -5%
PPWP
955
Premier Path Wealth Partners
New Jersey
$483K +$404K +3,121 New
MGIA
956
Moneta Group Investment Advisors
Missouri
$481K +$74.7K +577 +23%
AIM
957
Achmea Investment Management
Netherlands
$477K
IA
958
IFG Advisory
Georgia
$476K +$97.7K +755 +33%
BWP
959
Baldwin Wealth Partners
Massachusetts
$475K -$10.3M -79,236 -96%
SPC
960
Sigma Planning Corp
Michigan
$474K -$522K -4,031 -57%
JWA
961
JFS Wealth Advisors
Pennsylvania
$472K -$9.32K -72 -2%
TWA
962
Tandem Wealth Advisors
Arizona
$467K
MLA
963
MB, Levis & Associates
Pennsylvania
$464K +$3.5K +27 +0.9%
GC
964
Gilbert & Cook
Iowa
$462K +$13.9K +107 +4%
AAS
965
Ameritas Advisory Services
Nebraska
$462K +$93.1K +719 +31%
GAA
966
Guardian Asset Advisors
Pennsylvania
$459K +$384K +2,966 New
CA
967
Crumly & Associates
Illinois
$459K +$384K +2,965 New
TPI
968
Trust Point Inc
Wisconsin
$459K +$384K +2,963 New
MPPW
969
Mitchell & Pahl Private Wealth
Oklahoma
$458K -$8.93K -69 -2%
GWANC
970
Guardian Wealth Advisors (North Carolina)
North Carolina
$457K +$25.6K +198 +7%
CT
971
Colonial Trust
South Carolina
$456K +$92.2K +712 +32%
KWA
972
Kingswood Wealth Advisors
California
$455K -$131K -1,008 -26%
CAL
973
Capital Analysts LLC
Pennsylvania
$454K -$22K -170 -5%
FFA
974
First Foundation Advisors
California
$453K -$179K -1,384 -32%
GDP
975
Great Diamond Partners
Maine
$452K +$26.8K +207 +8%

PNC Hedge Fund Activity: Q4 2023 in Review

1,498 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in PNC Financial Services (PNC) for Q4 2023, worth a combined $52.2B — up 30% from $40.1B a quarter earlier.

Buyers outnumbered sellers: 214 funds opened new PNC positions and 73 closed out — a net gain of 141 holders — while 477 added to existing stakes and 603 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $514M. The largest seller was Wellington Management Group, cutting an estimated $224M.

  • 1,498 institutional investors held PNC Financial Services (PNC) as of Q4 2023, up from 1,378 in Q3 2023.
  • Funds reported $52.2B of PNC Financial Services stock for Q4 2023, up 30% quarter-over-quarter.
  • 214 funds opened new PNC Financial Services positions in Q4 2023 and 73 closed out, a net change of +141 holders.
  • The largest PNC Financial Services buyer in Q4 2023 was Fidelity Investments, an estimated $514M added.
  • The largest PNC Financial Services seller in Q4 2023 was Wellington Management Group, an estimated $224M sold.

Based on aggregated 13F filings for Q4 2023.