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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
CWM
1201
Centurion Wealth Management
Virginia
$221K +$221K +1,402 New
AIA
1202
AIMZ Investment Advisors
California
$221K -$2.52K -16 -1%
SF
1203
Summit Financial
New Jersey
$221K -$33.5K -213 -13%
FC
1204
Fusion Capital
South Carolina
$219K +$218K +1,385 New
HFBOT
1205
Home Federal Bank of Tennessee
Tennessee
$219K
GSIAS
1206
Garden State Investment Advisory Services
New Jersey
$219K +$218K +1,385 New
FMII
1207
Farmers & Merchants Investments Inc
Nebraska
$219K
PP
1208
PDS Planning
Ohio
$218K +$217K +1,381 New
CBT
1209
Central Bank & Trust
Kentucky
$218K +$8.03K +51 +4%
FCH
1210
Freestone Capital Holdings
Washington
$218K -$16.7K -106 -7%
WMA
1211
Wealth Management Associates
New Jersey
$218K +$217K +1,379 New
BIM
1212
Bridges Investment Management
Nebraska
$217K -$11.8K -75 -5%
WKWM
1213
Walter & Keenan Wealth Management
Indiana
$217K
GD
1214
Grandfield & Dodd
New York
$216K
NFG
1215
Nadler Financial Group
Illinois
$216K
BWM
1216
Baron Wealth Management
Michigan
$215K +$214K +1,360 New
FFP
1217
FourThought Financial Partners
Florida
$214K +$213K +1,356 New
AFCM
1218
Applied Finance Capital Management
Puerto Rico
$213K +$213K +1,351 New
MMG
1219
Monetary Management Group
Missouri
$213K -$64.5K -410 -23%
CM
1220
Cornerstone Management
Georgia
$213K
SCP
1221
Sender Company & Partners
New York
$213K +$212K +1,350 New
RPC
1222
Rossmore Private Capital
Connecticut
$213K -$315 -2 -0.1%
AP
1223
Appleton Partners
Massachusetts
$213K -$14.6K -93 -6%
DFG
1224
Delta Financial Group
New Jersey
$213K +$215K +1,365 New
MFT
1225
Moisand Fitzgerald Tamayo
Florida
$213K +$3.15K +20 +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.