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PNC Financial Services

1,417 hedge funds and large institutions have $41.1B invested in PNC Financial Services in 2023 Q1 according to their latest regulatory filings, with 121 funds opening new positions, 591 increasing their positions, 498 reducing their positions, and 150 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more call options, than puts

Call options by funds: $654M | Put options by funds: $502M

19% more repeat investments, than reductions

Existing positions increased: 591 | Existing positions reduced: 498

0.9% less ownership

Funds ownership: 81.76%80.85% (-0.9%)

4% less funds holding

Funds holding: 1,4781,417 (-61)

18% less funds holding in top 10

Funds holding in top 10: 119 (-2)

19% less first-time investments, than exits

New positions opened: 121 | Existing positions closed: 150

21% less capital invested

Capital invested by funds: $52.1B → $41.1B (-$11B)

Holders
1,417
Holders Change
-61
Holders Change %
-4.13%
% of All Funds
22.58%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.14%
New
121
Increased
591
Reduced
498
Closed
150
Calls
$654M
Puts
$502M
Net Calls
+$152M
Net Calls Change
+$27.8M
Name Holding Trade Value Shares
Change
Change in
Stake
BL
1001
Balentine LLC
Georgia
$335K -$551K -3,657 -58%
TI
1002
Truepoint Inc
Ohio
$333K
GWANC
1003
Guardian Wealth Advisors (North Carolina)
North Carolina
$333K -$20.5K -136 -5%
CSPIA
1004
Cary Street Partners Investment Advisory
Virginia
$332K -$12.2K -81 -3%
NIC
1005
Northwest Investment Counselors
Oregon
$332K +$52.8K +350 +15%
LIG
1006
Lokken Investment Group
Delaware
$331K +$57.9K +384 +17%
MG
1007
Mather Group
Illinois
$331K +$392K +2,600 New
SCI
1008
S&CO Inc
Massachusetts
$330K
AWAP
1009
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$328K +$15.1K +100 +4%
PA
1010
Parallel Advisors
California
$328K -$603 -4 -0.2%
MCM
1011
Mill Capital Management
North Carolina
$327K -$109K -724 -22%
HPC
1012
HM Payson & Co
Maine
$327K -$8.14K -54 -2%
MCM
1013
Mengis Capital Management
Oregon
$326K +$9.8K +65 +3%
GA
1014
Geller Advisors
New York
$326K +$87.3K +579 +29%
CCFP
1015
Charles Carroll Financial Partners
Massachusetts
$325K
AAS
1016
Ameritas Advisory Services
Nebraska
$324K -$102K -675 -21%
FG
1017
Fiduciary Group
Georgia
$323K -$19.5K -129 -5%
VT
1018
Vise Technologies
New York
$322K +$168K +1,117 +79%
TF
1019
Tompkins Financial
New York
$322K -$78.3K -519 -17%
TFA
1020
Triad Financial Advisors
North Carolina
$322K +$302 +2 +0.1%
HIMC
1021
Heritage Investors Management Corp
Maryland
$321K -$8.44K -56 -2%
CAS
1022
Coppell Advisory Solutions
Texas
$321K +$36.2K +240 +11%
CASC
1023
Coppell Advisory Solutions Corp
Texas
$321K +$36.2K +240 +11%
JWA
1024
JFS Wealth Advisors
Pennsylvania
$321K -$12.1K -80 -3%
IF
1025
Intrua Financial
Texas
$321K +$95.1K +631 +28%

PNC Hedge Fund Activity: Q1 2023 in Review

1,417 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in PNC Financial Services (PNC) for Q1 2023, worth a combined $41.1B — down 21% from $52.1B a quarter earlier.

Sellers outnumbered buyers: 150 funds closed out of PNC and 121 opened new positions — a net loss of 29 holders — while 498 trimmed existing stakes and 591 added.

The largest buyer was T. Rowe Price Associates, adding an estimated $1.14B. The largest seller was Capital Research Global Investors, cutting an estimated $1.84B.

  • 1,417 institutional investors held PNC Financial Services (PNC) as of Q1 2023, down from 1,478 in Q4 2022.
  • Funds reported $41.1B of PNC Financial Services stock for Q1 2023, down 21% quarter-over-quarter.
  • 121 funds opened new PNC Financial Services positions in Q1 2023 and 150 closed out, a net change of -29 holders.
  • The largest PNC Financial Services buyer in Q1 2023 was T. Rowe Price Associates, an estimated $1.14B added.
  • The largest PNC Financial Services seller in Q1 2023 was Capital Research Global Investors, an estimated $1.84B sold.

Based on aggregated 13F filings for Q1 2023.