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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
DAM
1001
Delta Asset Management
Tennessee
$338K
BWA
1002
BDO Wealth Advisors
Florida
$338K +$21K +172 +7%
BFG
1003
Beacon Financial Group
Texas
$338K -$40.3K -330 -11%
DBT
1004
Dubuque Bank & Trust
Iowa
$337K -$2.2K -18 -0.7%
WBG
1005
Wharton Business Group
Pennsylvania
$335K
RBC
1006
Roble Belko & Company
Pennsylvania
$334K
FDCDDQ
1007
Federation des caisses Desjardins du Quebec
Quebec, Canada
$331K -$7.21K -59 -2%
TI
1008
Truepoint Inc
Ohio
$331K +$367 +3 +0.1%
CD
1009
Chapin Davis
Maryland
$329K +$51.1K +418 +19%
MA
1010
Mutual Advisors
Nebraska
$328K +$319K +2,608 New
GC
1011
Gilbert & Cook
Iowa
$328K +$26K +213 +9%
LIG
1012
Lokken Investment Group
Delaware
$327K -$1.22K -10 -0.4%
SFO
1013
Stokes Family Office
Louisiana
$325K +$316K +2,584 New
AWAP
1014
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$325K
HPC
1015
HM Payson & Co
Maine
$324K
YIH
1016
Y-Intercept (HK)
Hong Kong
$324K -$452K -3,701 -59%
CCFP
1017
Charles Carroll Financial Partners
Massachusetts
$322K
FMB
1018
Field & Main Bank
Kentucky
$321K -$12.2K -100 -4%
TF
1019
Tompkins Financial
New York
$319K
FG
1020
Fiduciary Group
Georgia
$317K -$2.57K -21 -0.8%
FAIM
1021
Financial Advocates Investment Management
Washington
$315K +$50.2K +411 +20%
ECG
1022
Edge Capital Group
Georgia
$314K +$126K +1,030 +70%
FCP
1023
Fidelis Capital Partners
Florida
$313K +$42.8K +350 +16%
AAB
1024
ABN AMRO Bank
Netherlands
$313K -$482K -3,943 -61%
BTI
1025
Blue Trust Inc
Georgia
$312K -$166K -1,357 -36%