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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
DAM
1001
Delta Asset Management
Tennessee
$415K -$906 -7 -0.3%
SCM
1002
Shelton Capital Management
Colorado
$415K -$14.6K -113 -4%
IB
1003
Intrust Bank
Kansas
$413K -$79.8K -616 -19%
FMWA
1004
Forvis Mazars Wealth Advisors
Missouri
$413K -$9.71K -75 -3%
FCCM
1005
First City Capital Management
Georgia
$412K
SIG
1006
Stonegate Investment Group
Alabama
$412K -$27.3K -211 -7%
WBG
1007
Wharton Business Group
Pennsylvania
$411K
CA
1008
CoreCap Advisors
Michigan
$411K -$79.1K -611 -19%
KAS
1009
KPP Advisory Services
Kentucky
$410K +$1.81K +14 +0.5%
AWA
1010
Arete Wealth Advisors
Illinois
$410K -$47.6K -368 -12%
ECG
1011
Edge Capital Group
Georgia
$409K +$19.7K +152 +6%
TI
1012
Truepoint Inc
Ohio
$409K +$37.7K +291 +12%
AFS
1013
Annapolis Financial Services
Maryland
$406K -$21.8K -168 -6%
HPC
1014
HM Payson & Co
Maine
$398K
SMA
1015
Sage Mountain Advisors
Georgia
$398K +$43K +332 +15%
BFG
1016
Beacon Financial Group
Texas
$397K +$8.67K +67 +3%
CHC
1017
City Holding Co
West Virginia
$396K -$319K -2,466 -49%
SG
1018
StoneX Group
New York
$396K -$11K -85 -3%
ACM
1019
AlphaStar Capital Management
North Carolina
$396K +$331K +2,556 New
CCFP
1020
Charles Carroll Financial Partners
Massachusetts
$395K
LNB
1021
Ledyard National Bank
$395K -$11.5K -89 -3%
TPW
1022
Tiller Private Wealth
Pennsylvania
$393K +$328K +2,537 New
TF
1023
Tompkins Financial
New York
$392K
FF
1024
Francis Financial
$391K +$327K +2,526 New
GL
1025
Graypoint LLC
New York
$391K -$50K -386 -13%

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.