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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
S
1051
Sunpointe
Missouri
$364K +$304K +2,348 New
LC
1052
LCNB Corp
Ohio
$363K
CD
1053
Chapin Davis
Maryland
$361K
BTWM
1054
Baker Tilly Wealth Management
Wisconsin
$361K -$63.3K -489 -17%
UAML
1055
US Asset Management LLC
Pennsylvania
$358K +$299K +2,310 New
RPCONE
1056
Retirement Planning Company of New England
Rhode Island
$358K +$5.83K +45 +2%
MWA
1057
Meridian Wealth Advisors
Texas
$358K
AIP
1058
Almanack Investment Partners
Pennsylvania
$356K +$85.5K +660 +40%
LWM
1059
Lakeridge Wealth Management
Ohio
$356K +$298K +2,298 New
AAM
1060
Aureus Asset Management
Massachusetts
$356K -$171K -1,320 -36%
PMSA
1061
Patrick M. Sweeney & Associates
Illinois
$355K +$297K +2,294 New
FAIM
1062
Financial Advocates Investment Management
Washington
$355K +$12.7K +98 +4%
FTWA
1063
Fifth Third Wealth Advisors
Ohio
$355K -$1.68K -13 -0.6%
VCM
1064
Virtue Capital Management
Tennessee
$355K -$204K -1,579 -41%
IFWM
1065
Institute for Wealth Management
Colorado
$354K -$10.7K -83 -4%
BEI
1066
Benjamin Edwards Inc
Missouri
$353K +$6.08K +47 +2%
OWA
1067
One Wealth Advisors
California
$350K -$2.59K -20 -0.9%
HB
1068
HTLF Bank
Colorado
$350K +$293K +2,261 New
FPGT
1069
Financial Partners Group (Tennessee)
Tennessee
$349K +$6.86K +53 +2%
TCOV
1070
Trust Company of Vermont
Vermont
$349K -$97.7K -755 -25%
BCA
1071
Bay Colony Advisors
Massachusetts
$348K +$129 +1 +0%
NIC
1072
Northwest Investment Counselors
Oregon
$347K +$3.88K +30 +1%
PL
1073
Plancorp LLC
Missouri
$346K -$7.77K -60 -3%
DI
1074
DFPG Investments
Utah
$343K +$2.46K +19 +0.8%
MSFS
1075
Main Street Financial Solutions
Pennsylvania
$342K -$15.8K -122 -5%

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.