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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
MFT
1201
Moisand Fitzgerald Tamayo
Florida
$171K
CBT
1202
Central Bank & Trust
Kentucky
$171K -$5.88K -39 -3%
LWANC
1203
Laurel Wealth Advisors (North Carolina)
North Carolina
$170K +$199K +1,318 +6,276%
HCM
1204
Highlander Capital Management
New Jersey
$170K
RI
1205
Ridgewood Investments
New Jersey
$169K +$200K +1,328 New
WEG
1206
World Equity Group
Illinois
$167K +$2.81M +18,625 New
PCM
1207
Penserra Capital Management
California
$165K -$4.98K -33 -2%
KFI
1208
Key Financial Inc
Pennsylvania
$164K +$68.8K +456 +55%
CB
1209
CNB Bank
Pennsylvania
$155K
DMBA
1210
Deseret Mutual Benefit Administrators
Utah
$154K +$2.41K +16 +1%
CA
1211
Crewe Advisors
Utah
$152K -$15.1K -100 -8%
BONH
1212
Bank of New Hampshire
New Hampshire
$151K -$53.5K -355 -23%
HI
1213
Hendershot Investments
Virginia
$151K -$16.6K -110 -8%
FPFS
1214
First Personal Financial Services
North Carolina
$151K -$75.4K -500 -30%
DWA
1215
Dougherty Wealth Advisers
Minnesota
$148K
FMP
1216
Financial Management Professionals
Texas
$148K +$164K +1,088 +1,413%
LFA
1217
Legend Financial Advisors
Pennsylvania
$146K -$22.6K -150 -12%
AA
1218
Alta Advisers
United Kingdom
$140K
DSC
1219
Duncker Streett & Co
Missouri
$130K
TAM
1220
Tucker Asset Management
Colorado
$127K +$39.7K +263 +36%
HCP
1221
Hexagon Capital Partners
Arkansas
$127K +$79.3K +526 +111%
RTC
1222
Riverview Trust Company
Washington
$126K +$13.4K +89 +10%
HI
1223
Harbour Investments
Wisconsin
$123K +$9.65K +64 +7%
GFPC
1224
Global Financial Private Client
Florida
$122K
HWA
1225
Heritage Wealth Advisors
Virginia
$116K -$59.6K -395 -30%

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.