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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
BCM
976
Becker Capital Management
Oregon
$450K -$101K -780 -21%
ACP
977
Aviance Capital Partners
Florida
$449K -$129 -1 -0%
ACIM
978
Azimuth Capital Investment Management
Michigan
$442K -$1.68K -13 -0.5%
WBC
979
Westpac Banking Corp
Australia
$442K +$39K +301 +12%
PGIM
980
Pacific Global Investment Management
California
$441K -$15.3K -118 -4%
GWMR
981
GC Wealth Management RIA
Massachusetts
$440K +$368K +2,839 New
NFG
982
Northeast Financial Group
Pennsylvania
$439K -$25.9K -200 -7%
BHWM
983
Bar Harbor Wealth Management
New Hampshire
$438K -$4.4K -34 -1%
WG
984
Welch Group
Alabama
$438K
EI
985
Ellevest Inc
New York
$437K -$40K -309 -10%
GIA
986
Gateway Investment Advisers
Ohio
$434K -$7.9K -61 -2%
LA
987
LM Advisors
California
$434K +$363K +2,802 New
ECM
988
Evergreen Capital Management
Washington
$434K +$51.5K +398 +17%
SCI
989
S&CO Inc
Massachusetts
$433K
CSWM
990
Cassady Schiller Wealth Management
Ohio
$429K -$83.5K -645 -19%
FFBTD
991
First Financial Bank - Trust Division
Ohio
$425K -$5.31K -41 -1%
PCM
992
Prelude Capital Management
New York
$424K -$193K -1,488 -35%
LWCFA
993
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$422K
SP
994
Symmetry Partners
Connecticut
$422K -$48.8K -377 -12%
EL
995
EMFO LLC
Florida
$419K +$130K +1,005 +59%
AA
996
ALPS Advisors
Colorado
$419K -$20.1K -155 -5%
BJL
997
Brighton Jones LLC
Washington
$418K -$94.3K -728 -21%
MIM
998
Merrion Investment Management
New Jersey
$418K -$129K -1,000 -27%
BL
999
Balentine LLC
Georgia
$417K -$104K -805 -23%
WPW
1000
Waldron Private Wealth
Pennsylvania
$417K -$194K -1,501 -36%

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.