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
HFP
1151
Holistic Financial Partners
Indiana
$225K +$16.1K +107 +6%
TCB
1152
Texas Capital Bancshares
Texas
$225K
STA
1153
Summit Trail Advisors
New York
$225K +$9.95K +66 +4%
BOCM
1154
Bontempo Ohly Capital Management
Maryland
$223K -$4.52K -30 -2%
SFG
1155
StrategIQ Financial Group
Indiana
$222K +$263K +1,747 New
PFPT
1156
Pinnacle Financial Partners (Tennessee)
Tennessee
$222K -$276K -1,832 -51%
FWM
1157
FSA Wealth Management
Massachusetts
$222K
WF
1158
Wayfinding Financial
Washington
$221K +$39.8K +264 +18%
CHAM
1159
Clear Harbor Asset Management
Connecticut
$221K
CFO
1160
Collective Family Office
Pennsylvania
$220K +$302 +2 +0.1%
TAIM
1161
TD Ameritrade Investment Management
Nebraska
$220K -$106K -705 -29%
GEA
1162
Glen Eagle Advisors
New Jersey
$219K -$19K -126 -7%
T
1163
TOBAM
France
$218K -$39.1K -259 -13%
FAG
1164
Fortitude Advisory Group
Washington
$217K +$23.4K +155 +10%
EIP
1165
Easterly Investment Partners
Massachusetts
$216K
MCM
1166
McRae Capital Management
New Jersey
$216K
EL
1167
EMFO LLC
Florida
$216K +$256K +1,700 New
FSA
1168
Franklin Street Advisors
North Carolina
$216K
CT
1169
Coastline Trust
Rhode Island
$215K -$3.02K -20 -1%
DAS
1170
Dynamic Advisor Solutions
Arizona
$215K -$122K -806 -32%
LSPW
1171
Lake Street Private Wealth
Illinois
$215K +$14.3K +95 +6%
CRC
1172
Curi RMB Capital
Illinois
$213K
KNW
1173
Kesler Norman & Wride
Utah
$213K
MCCA
1174
Mill Creek Capital Advisors
Pennsylvania
$211K -$1.81K -12 -0.7%
PFA
1175
Pathway Financial Advisors
Vermont
$211K

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.