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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
PCM
1101
Prelude Capital Management
New York
$259K +$307K +2,039 New
BB
1102
Busey Bank
Illinois
$258K -$57.1K -379 -16%
PL
1103
Plancorp LLC
Missouri
$258K -$9.2K -61 -3%
VCM
1104
Viewpoint Capital Management
Washington
$255K
BHPW
1105
Beverly Hills Private Wealth
California
$255K +$8.9K +59 +3%
AT
1106
American Trust
Kentucky
$254K +$4.52K +30 +2%
WAG
1107
Windsor Advisory Group
Ohio
$254K -$754 -5 -0.2%
BMO
1108
Beck Mack & Oliver
New York
$254K
BCM
1109
Brasada Capital Management
Texas
$254K +$302K +2,000 New
OTL
1110
Oak Thistle LLC
New York
$254K +$301K +1,996 New
FA
1111
Faithward Advisors
Pennsylvania
$253K +$41K +272 +14%
CCA
1112
Cobblestone Capital Advisors
New York
$249K -$75.4K -500 -20%
LOAMS
1113
Lombard Odier Asset Management (Switzerland)
Switzerland
$248K -$138K -913 -32%
CPIG
1114
Chicago Partners Investment Group
Illinois
$248K +$301K +1,997 New
FCP
1115
Fidelis Capital Partners
Florida
$248K +$322K +2,134 New
AAP
1116
Arax Advisory Partners
Colorado
$247K +$151 +1 +0.1%
GAB
1117
German American Bancorp
Indiana
$247K -$28.3K -188 -9%
CAMG
1118
CWA Asset Management Group
Florida
$246K +$292K +1,936 New
SAM
1119
Seelaus Asset Management
New Jersey
$246K -$7.54K -50 -2%
EWM
1120
Evermay Wealth Management
Virginia
$245K -$22.9K -152 -7%
CWM
1121
Congress Wealth Management
Massachusetts
$242K -$49.5K -328 -15%
AIP
1122
Almanack Investment Partners
Pennsylvania
$240K -$30.2K -200 -10%
BAM
1123
Baldrige Asset Management
Pennsylvania
$240K
FBT
1124
First Bankers Trust
Kentucky
$240K
CWA
1125
Canvas Wealth Advisors
Kansas
$239K +$282K +1,867 New

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.