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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
CWA
1076
Clearview Wealth Advisors
Oregon
$342K -$1.04K -8 -0.4%
CSIA
1077
Conrad Siegel Investment Advisors
Pennsylvania
$341K -$6.99K -54 -2%
LC
1078
Lindbrook Capital
California
$341K +$85.8K +663 +43%
NPT
1079
National Philanthropic Trust
Pennsylvania
$340K +$284K +2,195 New
AMIM
1080
Aull & Monroe Investment Management
Alabama
$339K
HIMC
1081
Heritage Investors Management Corp
Maryland
$338K -$2.85K -22 -1%
IAN
1082
Integrated Advisors Network
Texas
$338K +$19.2K +148 +7%
DG
1083
DMC Group
Alabama
$337K -$22.8K -176 -7%
CDH
1084
Charles D. Hyman
$331K -$3.24K -25 -1%
STA
1085
Summit Trail Advisors
New York
$330K -$22.3K -172 -7%
BIG
1086
Brooklyn Investment Group
New York
$330K +$276K +2,130 New
WPP
1087
Whalerock Point Partners
Rhode Island
$330K
AFG
1088
Atomi Financial Group
New York
$328K +$274K +2,119 New
WP
1089
WMS Partners
Maryland
$327K -$39.1K -302 -13%
HI
1090
Hudock Inc
Pennsylvania
$326K +$259 +2 +0.1%
CWA
1091
Canvas Wealth Advisors
Kansas
$324K -$11K -85 -4%
MLL
1092
Moody Lynn & Lieberson
Massachusetts
$323K
SFP
1093
Shepherd Financial Partners
Massachusetts
$322K -$11K -85 -4%
FIM
1094
Freedom Investment Management
Connecticut
$321K +$268K +2,073 New
FGG
1095
Financial Guidance Group
Florida
$321K
IBOK
1096
Independence Bank of Kentucky
Kentucky
$321K +$34.3K +265 +15%
LW
1097
Linscomb Wealth
Texas
$320K +$5.96K +46 +2%
CFO
1098
Collective Family Office
Pennsylvania
$320K -$172K -1,328 -39%
CPA
1099
Cardiff Park Advisors
California
$320K
Los Angeles Capital Management
1100
Los Angeles Capital Management
California
$319K

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.