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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
MBT
1176
Montecito Bank & Trust
California
$209K
WI
1177
Wedgewood Investors
Pennsylvania
$208K
BMCM
1178
Bryn Mawr Capital Management
Pennsylvania
$208K -$225K -1,493 -48%
AC
1179
Asio Capital
Kentucky
$207K
JWWM
1180
Johnson & White Wealth Management
Pennsylvania
$207K +$246K +1,629 New
HA
1181
HFG Advisors
Ohio
$207K
FM
1182
Foster & Motley
Ohio
$205K -$476K -3,155 -66%
PTP
1183
Platform Technology Partners
New York
$204K -$14.2K -94 -6%
CFS
1184
CRA Financial Services
New Jersey
$204K
RA
1185
RFG Advisory
Alabama
$203K -$90.9K -603 -27%
SF
1186
Summit Financial
New Jersey
$203K +$29.4K +195 +14%
SIA
1187
Strategic Investment Advisors
Michigan
$202K +$28.3K +188 +13%
RAM
1188
Readystate Asset Management
Illinois
$202K +$240K +1,590 New
WWM
1189
Western Wealth Management
Colorado
$201K +$11.2K +74 +5%
ACM
1190
Allred Capital Management
Texas
$200K +$237K +1,575 New
CF
1191
Centaurus Financial
California
$196K +$10.6K +70 +5%
HDIM
1192
Hanson & Doremus Investment Management
Vermont
$194K -$75.8K -503 -25%
Bank Julius Baer & Co
1193
Bank Julius Baer & Co
Switzerland
$192K
RFA
1194
Register Financial Advisors
Georgia
$191K +$226K +1,500 New
ETH
1195
Exos TFP Holdings
New York
$190K +$165K +1,093 +270%
LC
1196
Lindbrook Capital
California
$187K +$30.8K +204 +16%
ECG
1197
Edge Capital Group
Georgia
$186K +$86.7K +575 +65%
GSIAS
1198
Garden State Investment Advisory Services
New Jersey
$179K +$3.02K +20 +1%
IUHSA
1199
Itau Unibanco Holding S.A.
Brazil
$174K +$207K +1,371 New
CM
1200
Cornerstone Management
Georgia
$172K

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.