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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
PWPS
1026
Pinnacle Wealth Planning Services
Ohio
$390K -$51.9K -401 -14%
LIM
1027
Letson Investment Management
Georgia
$385K +$322K +2,485 New
OAM
1028
Ostrum Asset Management
France
$385K +$1.29K +10 +0.4%
UBG
1029
United Bank (Georgia)
Georgia
$383K
PAMG
1030
Patton Albertson Miller Group
Tennessee
$382K -$73.8K -570 -19%
VNA
1031
Valley National Advisers
Pennsylvania
$382K +$4.79K +37 +2%
AAP
1032
Arax Advisory Partners
Colorado
$381K +$388 +3 +0.1%
HVIA
1033
Hudson Valley Investment Advisors
New York
$378K +$19.3K +149 +7%
NP
1034
NorthRock Partners
Minnesota
$375K +$313K +2,419 New
FG
1035
Fiduciary Group
Georgia
$374K -$12.9K -100 -4%
HFP
1036
Holistic Financial Partners
Indiana
$374K +$5.57K +43 +2%
WCM
1037
Winthrop Capital Management
Indiana
$374K +$313K +2,416 New
RBCM
1038
Raub Brock Capital Management
California
$373K +$312K +2,410 New
BMCM
1039
Bryn Mawr Capital Management
Pennsylvania
$372K -$292K -2,256 -48%
AFCM
1040
Applied Finance Capital Management
Puerto Rico
$372K +$7.51K +58 +2%
NP
1041
Nilsine Partners
Colorado
$368K -$127K -980 -29%
RFM
1042
Royal Fund Management
Florida
$368K -$38.8K -300 -11%
XT
1043
XTX Topco
Cayman Islands
$367K +$307K +2,372 New
PA
1044
Parallel Advisors
California
$367K -$60.9K -470 -17%
AWAP
1045
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$367K
AC
1046
Avestar Capital
New York
$366K +$306K +2,366 New
TLCM
1047
Twin Lakes Capital Management
California
$365K +$3.75K +29 +1%
AAB
1048
ABN AMRO Bank
Netherlands
$365K
HCM
1049
Hengehold Capital Management
Ohio
$365K +$5.44K +42 +2%
CA
1050
Carson Advisory
Georgia
$365K +$259 +2 +0.1%

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.