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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
NAS
1026
Nicolet Advisory Services
Wisconsin
$320K +$44.2K +293 +13%
BWA
1027
BDO Wealth Advisors
Florida
$319K -$33.3K -221 -8%
PEA
1028
Park Edge Advisors
Ohio
$319K +$30.2K +200 +9%
IAIM
1029
International Assets Investment Management
Florida
$319K +$98.9K +656 +35%
C
1030
Certuity
Florida
$319K +$26.2K +174 +7%
FHA
1031
Flagship Harbor Advisors
Massachusetts
$318K +$377K +2,503 New
CHP
1032
Cable Hill Partners
Oregon
$318K +$2.26K +15 +0.6%
ECM
1033
Evergreen Capital Management
Washington
$315K -$12.6M -83,293 -97%
RB
1034
Renasant Bank
Mississippi
$315K +$34.7K +230 +10%
UBG
1035
United Bank (Georgia)
Georgia
$314K
Fayez Sarofim & Co
1036
Fayez Sarofim & Co
Texas
$314K
CIBC World Market
1037
CIBC World Market
Ontario, Canada
$311K -$258K -1,714 -41%
WI
1038
Wintrust Investments
Illinois
$311K
MC
1039
Miramar Capital
Illinois
$310K
DG
1040
DMC Group
Alabama
$309K -$57.9K -384 -13%
VAM
1041
Vontobel Asset Management
New York
$308K -$12.7K -84 -3%
WCA
1042
Westover Capital Advisors
Delaware
$308K +$139K +922 +61%
VVP
1043
Venture Visionary Partners
Ohio
$306K -$300K -1,989 -45%
SMA
1044
Sage Mountain Advisors
Georgia
$306K +$363K +2,410 New
OGC
1045
Oak Grove Capital
New Hampshire
$305K +$362K +2,400 New
WPC
1046
Wedmont Private Capital
Pennsylvania
$304K +$3.17K +21 +0.9%
GC
1047
Gilbert & Cook
Iowa
$304K +$5.13K +34 +1%
RIA
1048
Regal Investment Advisors
Michigan
$304K +$13.4K +89 +4%
DW
1049
Domani Wealth
Pennsylvania
$303K +$7.39K +49 +2%
WDC
1050
Woodward Diversified Capital
California
$303K +$6.18K +41 +2%

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.