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PNC Financial Services
PNC

Overview Fund Activity

1,489 hedge funds and large institutions have $52.1B invested in PNC Financial Services in 2023 Q4 according to their latest regulatory filings, with 212 funds opening new positions, 474 increasing their positions, 600 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,489
Holders Change
+118
Holders Change %
+8.61%
% of All Funds
21.83%
Holding in Top 10
13
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+30%
% of All Funds
0.19%
New
212
Increased
474
Reduced
600
Closed
73
Calls
$714M
Puts
$576M
Net Calls
+$138M
Net Calls Change
+$7.75M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$615M
2
Morgan Stanley
Morgan Stanley
New York
+$605M
3
Franklin Resources
Franklin Resources
California
+$472M
4
Capital International Investors
Capital International Investors
California
+$306M
5
Citadel Advisors
Citadel Advisors
Florida
+$305M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$268M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$212M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$159M
4
Federated Hermes
Federated Hermes
Pennsylvania
-$97.4M
5
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$96.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
UAML
1051
US Asset Management LLC
Pennsylvania
$358K +$358K +2,310 New
RPCONE
1052
Retirement Planning Company of New England
Rhode Island
$358K +$6.97K +45 +2%
MWA
1053
Meridian Wealth Advisors
Texas
$358K – – –
AIP
1054
Almanack Investment Partners
Pennsylvania
$356K +$102K +660 +40%
LWM
1055
Lakeridge Wealth Management
Ohio
$356K +$356K +2,298 New
AAM
1056
Aureus Asset Management
Massachusetts
$356K -$204K -1,320 -36%
PMSA
1057
Patrick M. Sweeney & Associates
Illinois
$355K +$355K +2,294 New
FAIM
1058
Financial Advocates Investment Management
Washington
$355K +$15.2K +98 +4%
FTWA
1059
Fifth Third Wealth Advisors
Ohio
$355K -$2.01K -13 -0.6%
VCM
1060
Virtue Capital Management
Tennessee
$355K -$246K -1,579 -41%
IFWM
1061
Institute for Wealth Management
Colorado
$354K -$12.9K -83 -4%
BEI
1062
Benjamin Edwards Inc
Missouri
$353K +$7.28K +47 +2%
OWA
1063
One Wealth Advisors
California
$350K -$3.1K -20 -0.9%
HB
1064
HTLF Bank
Colorado
$350K +$350K +2,261 New
FPGT
1065
Financial Partners Group (Tennessee)
Tennessee
$349K +$8.21K +53 +2%
TCOV
1066
Trust Company of Vermont
Vermont
$349K -$117K -755 -25%
BCA
1067
Bay Colony Advisors
Massachusetts
$348K +$155 +1 +0%
NIC
1068
Northwest Investment Counselors
Oregon
$347K +$4.65K +30 +1%
PL
1069
Plancorp LLC
Missouri
$346K -$9.29K -60 -3%
DI
1070
DFPG Investments
Utah
$343K +$2.88K +19 +0.8%
MSFS
1071
Main Street Financial Solutions
Pennsylvania
$342K -$18.9K -122 -5%
CWA
1072
Clearview Wealth Advisors
Oregon
$342K -$1.24K -8 -0.4%
CSIA
1073
Conrad Siegel Investment Advisors
Pennsylvania
$341K -$8.36K -54 -2%
LC
1074
Lindbrook Capital
California
$341K +$103K +663 +43%
AMIM
1075
Aull & Monroe Investment Management
Alabama
$339K – – –
41 42
43
44 45