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PNC Financial Services

1,387 hedge funds and large institutions have $40.9B invested in PNC Financial Services in 2023 Q2 according to their latest regulatory filings, with 103 funds opening new positions, 542 increasing their positions, 528 reducing their positions, and 122 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more funds holding in top 10

Funds holding in top 10: 910 (+1)

3% more repeat investments, than reductions

Existing positions increased: 542 | Existing positions reduced: 528

0.48% more ownership

Funds ownership: 80.85%81.33% (+0.48%)

0% less capital invested

Capital invested by funds: $41.1B → $40.9B (-$169M)

8% less call options, than puts

Call options by funds: $531M | Put options by funds: $574M

2% less funds holding

Funds holding: 1,4171,387 (-30)

16% less first-time investments, than exits

New positions opened: 103 | Existing positions closed: 122

Holders
1,387
Holders Change
-30
Holders Change %
-2.12%
% of All Funds
21.78%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.16%
New
103
Increased
542
Reduced
528
Closed
122
Calls
$531M
Puts
$574M
Net Calls
-$43.6M
Net Calls Change
-$196M
Name Holding Trade Value Shares
Change
Change in
Stake
SDWMA
976
Schneider Downs Wealth Management Advisors
Pennsylvania
$360K -$18.3K -150 -5%
GDP
977
Great Diamond Partners
Maine
$358K -$7.09K -58 -2%
MG
978
Mather Group
Illinois
$358K +$29.2K +239 +9%
CIAS
979
CFS Investment Advisory Services
New Jersey
$357K +$347K +2,837 New
HIC
980
Holderness Investments Company
North Carolina
$356K +$10.6K +87 +3%
PA
981
Parallel Advisors
California
$356K +$30.9K +253 +10%
WG
982
Welch Group
Alabama
$356K -$41.3K -338 -11%
EM
983
Excalibur Management
Massachusetts
$353K +$15.6K +128 +5%
NAS
984
Nicolet Advisory Services
Wisconsin
$352K +$26.4K +216 +8%
FCCM
985
First City Capital Management
Georgia
$352K
SIM
986
Sentry Investment Management
Wisconsin
$352K
SCI
987
S&CO Inc
Massachusetts
$352K +$24.4K +200 +8%
SCM
988
Shelton Capital Management
Colorado
$352K -$7.09K -58 -2%
AFS
989
Annapolis Financial Services
Maryland
$351K
ACIM
990
Azimuth Capital Investment Management
Michigan
$351K
JCM
991
J2 Capital Management
Michigan
$350K +$340K +2,779 New
MVA
992
Mount Vernon Associates
Maryland
$350K
IA
993
IFP Advisors
Florida
$347K -$228K -1,863 -40%
MLL
994
Moody Lynn & Lieberson
Massachusetts
$347K
GWANC
995
Guardian Wealth Advisors (North Carolina)
North Carolina
$343K +$12.2K +100 +4%
NIC
996
Northwest Investment Counselors
Oregon
$341K +$12.2K +100 +4%
CFGS
997
Concourse Financial Group Securities
Alabama
$341K -$13.3K -109 -4%
WPW
998
Waldron Private Wealth
Pennsylvania
$340K -$313K -2,564 -49%
TSWM
999
Triangle Securities Wealth Management
North Carolina
$339K +$76.4K +625 +30%
TCOV
1000
Trust Company of Vermont
Vermont
$338K -$93.2K -763 -22%