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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
AIP
1076
Almanack Investment Partners
Pennsylvania
$330K +$329K +2,090 New
SWM
1077
SeaCrest Wealth Management
New York
$329K -$13.7K -87 -4%
EWM
1078
Evermay Wealth Management
Virginia
$329K -$15.7K -100 -5%
WPP
1079
Whalerock Point Partners
Rhode Island
$327K
KMWM
1080
Keudell/Morrison Wealth Management
Oregon
$327K +$944 +6 +0.3%
FGG
1081
Financial Guidance Group
Florida
$327K
CPA
1082
Cardiff Park Advisors
California
$326K -$157 -1 -0%
TCM
1083
Tributary Capital Management
Nebraska
$325K +$66.9K +425 +26%
Dimensional Fund Advisors
1084
Dimensional Fund Advisors
Texas
$321K +$3.61M +22,943 +1%
SHFA
1085
SC&H Financial Advisors
Maryland
$321K +$11K +70 +4%
MGIA
1086
Moneta Group Investment Advisors
Missouri
$321K -$20.5K -130 -6%
MRCM
1087
M&R Capital Management
New Jersey
$320K +$1.26K +8 +0.4%
SAM
1088
Seelaus Asset Management
New Jersey
$320K -$8.66K -55 -3%
HDIM
1089
Hanson & Doremus Investment Management
Vermont
$320K +$68.1K +433 +27%
IAS
1090
Insigneo Advisory Services
Florida
$320K +$318K +2,023 New
VCM
1091
Viewpoint Capital Management
Washington
$317K
SFO
1092
Stokes Family Office
Louisiana
$317K -$52.7K -335 -14%
ACP
1093
Arcus Capital Partners
Georgia
$317K -$790K -5,018 -71%
WAG
1094
Windsor Advisory Group
Ohio
$317K +$316K +2,005 New
BMO
1095
Beck Mack & Oliver
New York
$316K
GA
1096
Geller Advisors
New York
$313K +$51.6K +328 +20%
T
1097
TOBAM
France
$312K -$35.9K -228 -10%
FA
1098
Faithward Advisors
Pennsylvania
$312K -$47.1K -299 -13%
AT
1099
American Trust
Kentucky
$311K -$9.44K -60 -3%
AA
1100
ALPS Advisors
Colorado
$309K -$1.57K -10 -0.5%

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.