We are live on ! Find out more
PNC icon

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
CA
1076
Carson Advisory
Georgia
$284K +$151 +1 +0%
KWM
1077
Keebeck Wealth Management
Illinois
$283K
GP
1078
Girard Partners
Pennsylvania
$282K +$19.6K +130 +6%
SCM
1079
Sitrin Capital Management
California
$282K -$1.96K -13 -0.6%
AC
1080
AXQ Capital
New Jersey
$280K +$332K +2,200 New
CD
1081
Chapin Davis
Maryland
$279K +$3.77K +25 +1%
CDH
1082
Charles D. Hyman
$276K
BCA
1083
Bay Colony Advisors
Massachusetts
$274K -$58.2K -386 -15%
MSFS
1084
Main Street Financial Solutions
Pennsylvania
$273K +$9.35K +62 +3%
KIG
1085
Kowal Investment Group
Wisconsin
$268K +$58.7K +389 +23%
GWM
1086
Geneos Wealth Management
Colorado
$267K +$603 +4 +0.2%
HI
1087
Hudock Inc
Pennsylvania
$267K +$151 +1 +0%
FAIM
1088
Financial Advocates Investment Management
Washington
$266K +$20.5K +136 +7%
BFA
1089
Bragg Financial Advisors
North Carolina
$264K -$5.28K -35 -2%
WPP
1090
Whalerock Point Partners
Rhode Island
$263K
FGG
1091
Financial Guidance Group
Florida
$263K
TSWM
1092
Triangle Securities Wealth Management
North Carolina
$263K -$17.3K -115 -5%
CPA
1093
Cardiff Park Advisors
California
$262K
TCM
1094
Tributary Capital Management
Nebraska
$262K
Los Angeles Capital Management
1095
Los Angeles Capital Management
California
$261K -$13.1M -87,013 -98%
LW
1096
Linscomb Wealth
Texas
$261K +$22K +146 +8%
MRCM
1097
M&R Capital Management
New Jersey
$261K +$3.62K +24 +1%
SHFA
1098
SC&H Financial Advisors
Maryland
$260K +$2.26K +15 +0.7%
CAG
1099
Csenge Advisory Group
Florida
$260K +$309K +2,049 New
AWC
1100
Abundance Wealth Counselors
Pennsylvania
$260K -$18.8K -125 -6%

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.