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PNC Financial Services

1,478 hedge funds and large institutions have $52.1B invested in PNC Financial Services in 2022 Q4 according to their latest regulatory filings, with 171 funds opening new positions, 536 increasing their positions, 527 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

104% more first-time investments, than exits

New positions opened: 171 | Existing positions closed: 84

26% more call options, than puts

Call options by funds: $609M | Put options by funds: $485M

4% more funds holding

Funds holding: 1,4181,478 (+60)

4% more capital invested

Capital invested by funds: $50.3B → $52.1B (+$1.83B)

2% more repeat investments, than reductions

Existing positions increased: 536 | Existing positions reduced: 527

0.41% less ownership

Funds ownership: 82.17%81.76% (-0.41%)

8% less funds holding in top 10

Funds holding in top 10: 1211 (-1)

Holders
1,478
Holders Change
+60
Holders Change %
+4.23%
% of All Funds
23.76%
Holding in Top 10
11
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-8.33%
% of All Funds
0.18%
New
171
Increased
536
Reduced
527
Closed
84
Calls
$609M
Puts
$485M
Net Calls
+$124M
Net Calls Change
+$189M
Name Holding Trade Value Shares
Change
Change in
Stake
GL
1026
Graypoint LLC
New York
$373K -$58.9K -374 -14%
GC
1027
Gilbert & Cook
Iowa
$373K +$6.29K +40 +2%
EWM
1028
EPG Wealth Management
Georgia
$372K +$15.7K +100 +4%
HCM
1029
Hengehold Capital Management
Ohio
$371K +$157 +1 +0%
WDC
1030
Woodward Diversified Capital
California
$370K -$18.1K -115 -5%
IAG
1031
Ipsen Advisor Group
Arkansas
$370K +$368K +2,340 New
DW
1032
Domani Wealth
Pennsylvania
$369K -$88.3K -561 -19%
AMIM
1033
Aull & Monroe Investment Management
Alabama
$369K
C
1034
Certuity
Florida
$368K +$14.6K +93 +4%
UAML
1035
US Asset Management LLC
Pennsylvania
$368K +$367K +2,330 New
MWA
1036
Meridian Wealth Advisors
Texas
$368K +$2.68K +17 +0.7%
PEA
1037
Park Edge Advisors
Ohio
$365K +$364K +2,312 New
RA
1038
RFG Advisory
Alabama
$364K +$52.4K +333 +18%
RIA
1039
Regal Investment Advisors
Michigan
$364K -$80.4K -511 -18%
EAM
1040
Evanson Asset Management
California
$363K -$22.5K -143 -6%
OFG
1041
Oxford Financial Group
Indiana
$361K -$56.3K -358 -14%
CAS
1042
Coppell Advisory Solutions
Texas
$361K +$359K +2,283 New
CASC
1043
Coppell Advisory Solutions Corp
Texas
$361K +$359K +2,283 New
SS
1044
Sunbelt Securities
Texas
$360K +$47.1K +299 +15%
SA
1045
Stewardship Advisors
Pennsylvania
$360K +$119K +754 +50%
NIC
1046
Northwest Investment Counselors
Oregon
$357K
TLCM
1047
Twin Lakes Capital Management
California
$356K +$3.46K +22 +1%
RB
1048
Renasant Bank
Mississippi
$355K -$787 -5 -0.2%
MCC
1049
Money Concepts Capital
Florida
$354K +$7.55K +48 +2%
MFG
1050
Magnus Financial Group
New York
$354K -$7.24K -46 -2%

PNC Hedge Fund Activity: Q4 2022 in Review

1,478 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in PNC Financial Services (PNC) for Q4 2022, worth a combined $52.1B — up 3.6% from $50.3B a quarter earlier.

Buyers outnumbered sellers: 171 funds opened new PNC positions and 84 closed out — a net gain of 87 holders — while 536 added to existing stakes and 527 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $164M. The largest seller was Wellington Management Group, cutting an estimated $650M.

  • 1,478 institutional investors held PNC Financial Services (PNC) as of Q4 2022, up from 1,418 in Q3 2022.
  • Funds reported $52.1B of PNC Financial Services stock for Q4 2022, up 3.6% quarter-over-quarter.
  • 171 funds opened new PNC Financial Services positions in Q4 2022 and 84 closed out, a net change of +87 holders.
  • The largest PNC Financial Services buyer in Q4 2022 was Morgan Stanley, an estimated $164M added.
  • The largest PNC Financial Services seller in Q4 2022 was Wellington Management Group, an estimated $650M sold.

Based on aggregated 13F filings for Q4 2022.