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PNC Financial Services
PNC

Overview Fund Activity

1,379 hedge funds and large institutions have $40.8B invested in PNC Financial Services in 2023 Q2 according to their latest regulatory filings, with 102 funds opening new positions, 539 increasing their positions, 526 reducing their positions, and 122 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,379
Holders Change
-31
Holders Change %
-2.2%
% of All Funds
21.75%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.16%
New
102
Increased
539
Reduced
526
Closed
122
Calls
$531M
Puts
$574M
Net Calls
-$43.6M
Net Calls Change
-$196M

Top Buyers

1
Capital International Investors
Capital International Investors
California
+$934M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$743M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$256M
4
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$154M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$131M

Top Sellers

1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$757M
2
Capital World Investors
Capital World Investors
California
-$552M
3
Lazard Asset Management
Lazard Asset Management
New York
-$292M
4
Amundi
Amundi
France
-$192M
5
DZ Bank
DZ Bank
Germany
-$120M
Name Holding Trade Value Shares
Change 		Shares
Change %
VCM
1201
Versant Capital Management
Arizona
$96.1K -$3.65K -29 -4%
C
1202
Covestor
United Kingdom
$95K +$47.9K +381 +102%
SCA
1203
Stonebridge Capital Advisors
Minnesota
$94.7K -$12K -95 -11%
SIS
1204
Sound Income Strategies
Florida
$94.6K +$31.4K +249 +50%
OC
1205
Oakworth Capital
Alabama
$93.2K – – –
LWANC
1206
Laurel Wealth Advisors (North Carolina)
North Carolina
$93.1K -$75.6K -600 -45%
CFO
1207
CVA Family Office
Colorado
$89.3K -$14.6K -116 -14%
CWP
1208
Concord Wealth Partners
Virginia
$88.8K +$21K +167 +31%
SGC
1209
Slocum, Gordon & Co
Rhode Island
$87.7K +$12.1K +96 +16%
JFA
1210
JNBA Financial Advisors
Minnesota
$86.3K -$2.9K -23 -3%
RA
1211
Rise Advisors
New York
$83.1K +$1.01K +8 +1%
RDFA
1212
Ritter Daniher Financial Advisory
Ohio
$80.7K – – –
AP
1213
Arlington Partners
Alabama
$80.6K -$5.42K -43 -6%
HFM
1214
Harvest Fund Management
China
$77K +$58.3K +466 +313%
CAL
1215
Capital Advisors Ltd
Ohio
$76K +$42.7K +339 +128%
BAM
1216
Bosun Asset Management
Illinois
$73.9K +$73.9K +587 New
CHA
1217
Carmichael Hill & Associates
Maryland
$72.4K +$13.1K +104 +22%
Loomis, Sayles & Company
1218
Loomis, Sayles & Company
Massachusetts
$71K +$7.57K +60 +12%
RAM
1219
Riggs Asset Management
Pennsylvania
$68.4K – – –
SSG
1220
Summit Securities Group
New York
$66K -$33.7K -266 -34%
RIA
1221
Realta Investment Advisors
Delaware
$65.5K +$65.5K +520 New
WPWM
1222
Western Pacific Wealth Management
Illinois
$64.7K – – –
LSA
1223
Lansing Street Advisors
Pennsylvania
$64.5K +$378 +3 +0.6%
TSW
1224
Thompson Siegel & Walmsley
Virginia
$64K – – –
VCM
1225
Vigilant Capital Management
Maine
$63K +$63K +500 New
47 48
49
50 51