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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
KIG
1101
Kowal Investment Group
Wisconsin
$317K -$19.7K -152 -7%
FBT
1102
First Bankers Trust
Kentucky
$315K +$19.4K +150 +8%
LIM
1103
Leavell Investment Management
Alabama
$313K -$48.3K -373 -16%
NC
1104
NinePointTwo Capital
California
$312K
PEA
1105
Park Edge Advisors
Ohio
$312K
VCM
1106
Viewpoint Capital Management
Washington
$311K
NFA
1107
Northern Financial Advisors
Michigan
$311K -$40.1K -310 -13%
WF
1108
Warner Financial
Maryland
$310K +$260K +2,005 New
BMO
1109
Beck Mack & Oliver
New York
$310K
KWM
1110
Keebeck Wealth Management
Illinois
$310K
WAG
1111
Windsor Advisory Group
Ohio
$310K
3IP
1112
3Chopt Investment Partners
Virginia
$310K -$2.36M -18,236 -90%
EWS
1113
Eagle Wealth Strategies
New Jersey
$309K +$259K +1,998 New
SI
1114
Seeds Investor
New York
$307K +$257K +1,984 New
LF
1115
Lantz Financial
Illinois
$306K +$6.99K +54 +3%
LCGC
1116
Legacy Capital Group California
California
$305K +$3.75K +29 +1%
GP
1117
Girard Partners
Pennsylvania
$305K +$10.9K +84 +4%
IGAM
1118
iA Global Asset Management
Quebec, Canada
$304K +$254K +1,960 New
PCMC
1119
Planning Capital Management Corporation
Pennsylvania
$303K +$254K +1,959 New
MFG
1120
Magnus Financial Group
New York
$302K +$388 +3 +0.2%
GAB
1121
German American Bancorp
Indiana
$301K
P
1122
&Partners
Tennessee
$301K +$255K +1,969 New
CHAM
1123
Clear Harbor Asset Management
Connecticut
$300K -$48.2K -372 -16%
SFG
1124
StrategIQ Financial Group
Indiana
$299K -$4.27K -33 -2%
KMWM
1125
Keudell/Morrison Wealth Management
Oregon
$299K -$41.3K -319 -14%

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.