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PNC Financial Services
PNC

Overview Fund Activity

1,489 hedge funds and large institutions have $52.1B invested in PNC Financial Services in 2023 Q4 according to their latest regulatory filings, with 212 funds opening new positions, 474 increasing their positions, 600 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,489
Holders Change
+118
Holders Change %
+8.61%
% of All Funds
21.83%
Holding in Top 10
13
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+30%
% of All Funds
0.19%
New
212
Increased
474
Reduced
600
Closed
73
Calls
$714M
Puts
$576M
Net Calls
+$138M
Net Calls Change
+$7.75M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$615M
2
Morgan Stanley
Morgan Stanley
New York
+$605M
3
Franklin Resources
Franklin Resources
California
+$472M
4
Capital International Investors
Capital International Investors
California
+$306M
5
Citadel Advisors
Citadel Advisors
Florida
+$305M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$268M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$212M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$159M
4
Federated Hermes
Federated Hermes
Pennsylvania
-$97.4M
5
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$96.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
KIA
1201
KCM Investment Advisors
California
$234K +$234K +1,510 New
TCM
1202
Twin Capital Management
Pennsylvania
$234K -$18.6K -120 -7%
HBWM
1203
Hollow Brook Wealth Management
New York
$234K +$234K +1,510 New
PTP
1204
Platform Technology Partners
New York
$232K +$232K +1,558 New
EGA
1205
E&G Advisors
Texas
$232K -$279K -1,800 -55%
RFA
1206
Register Financial Advisors
Georgia
$232K – – –
HFM
1207
Harvest Fund Management
China
$232K +$137K +881 +143%
RPWA
1208
Regent Peak Wealth Advisors
Georgia
$231K +$231K +1,490 New
CPRC
1209
Consolidated Portfolio Review Corp
New York
$230K -$68.9K -445 -23%
Fiera Capital (Canada)
1210
Fiera Capital (Canada)
Quebec, Canada
$230K +$230K +1,483 New
MVA
1211
Mount Vernon Associates
Maryland
$229K +$229K +1,480 New
IP
1212
Ignite Planners
California
$229K +$229K +1,463 New
A
1213
AJOVista
Massachusetts
$228K +$228K +1,472 New
GFP
1214
Gryphon Financial Partners
Ohio
$228K +$228K +1,412 New
AC
1215
Asio Capital
Kentucky
$228K +$228K +1,470 New
WMA
1216
Wealth Management Associates
New Jersey
$227K +$227K +1,469 New
RB
1217
Renasant Bank
Mississippi
$227K +$227K +1,468 New
GLA
1218
Good Life Advisors
Pennsylvania
$227K -$122K -786 -35%
AWA
1219
Arkadios Wealth Advisors
Georgia
$227K +$227K +1,465 New
MCCA
1220
Mill Creek Capital Advisors
Pennsylvania
$227K +$227K +1,464 New
CCA
1221
Childress Capital Advisors
Texas
$226K +$226K +1,460 New
KWAG
1222
Kiely Wealth Advisory Group
North Carolina
$226K +$226K +1,490 New
SB
1223
Strategic Blueprint
Georgia
$225K -$41K -265 -15%
LIG
1224
Lokken Investment Group
Delaware
$224K -$124K -802 -36%
BFA
1225
Bragg Financial Advisors
North Carolina
$224K -$57.9K -374 -21%
47 48
49
50 51