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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
SW
1151
SteelPeak Wealth
California
$264K -$2.52K -16 -0.9%
HFP
1152
Holistic Financial Partners
Indiana
$263K +$15.4K +98 +6%
MIA
1153
MainStreet Investment Advisors
Illinois
$263K -$43.9K -279 -14%
PFA
1154
Pathway Financial Advisors
Vermont
$262K
KP
1155
Keel Point
Alabama
$261K +$21.2K +135 +9%
NPF
1156
Norris Perne & French
Michigan
$261K +$39.3K +250 +18%
MBT
1157
Montecito Bank & Trust
California
$260K
FNBOSM
1158
First National Bank of South Miami
Florida
$259K
WI
1159
Wedgewood Investors
Pennsylvania
$259K +$258K +1,639 New
AC
1160
Asio Capital
Kentucky
$257K -$16.5K -105 -6%
HA
1161
HFG Advisors
Ohio
$257K +$31.5K +200 +14%
NP
1162
NorthRock Partners
Minnesota
$256K -$188K -1,194 -42%
CI
1163
CX Institutional
Indiana
$256K +$255K +1,621 New
PCA
1164
Personal Capital Advisors
California
$255K +$20.5K +130 +9%
EGM
1165
Engineers Gate Manager
New York
$254K -$594K -3,773 -70%
CFS
1166
CRA Financial Services
New Jersey
$253K +$14.3K +91 +6%
MIM
1167
Morningstar Investment Management
Illinois
$252K +$251K +1,595 New
LSPW
1168
Lake Street Private Wealth
Illinois
$252K -$21.9K -139 -8%
RPWA
1169
Regent Peak Wealth Advisors
Georgia
$248K +$6.92K +44 +3%
EFS
1170
Econ Financial Services
Pennsylvania
$246K +$1.1K +7 +0.5%
FAG
1171
Fortitude Advisory Group
Washington
$245K -$472 -3 -0.2%
BONH
1172
Bank of New Hampshire
New Hampshire
$244K -$75.7K -481 -24%
ZCA
1173
Zeke Capital Advisors
Pennsylvania
$243K +$20.6K +131 +9%
AWA
1174
Arkadios Wealth Advisors
Georgia
$239K -$37.9K -241 -14%
Bank Julius Baer & Co
1175
Bank Julius Baer & Co
Switzerland
$239K +$3.78K +24 +2%

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.