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PNC Financial Services

1,498 hedge funds and large institutions have $52.2B invested in PNC Financial Services in 2023 Q4 according to their latest regulatory filings, with 214 funds opening new positions, 477 increasing their positions, 603 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed

193% more first-time investments, than exits

New positions opened: 214 | Existing positions closed: 73

30% more funds holding in top 10

Funds holding in top 10: 1013 (+3)

30% more capital invested

Capital invested by funds: $40.1B → $52.2B (+$12B)

24% more call options, than puts

Call options by funds: $714M | Put options by funds: $576M

9% more funds holding

Funds holding: 1,3781,498 (+120)

2.48% more ownership

Funds ownership: 82.08%84.56% (+2.5%)

21% less repeat investments, than reductions

Existing positions increased: 477 | Existing positions reduced: 603

Holders
1,498
Holders Change
+120
Holders Change %
+8.71%
% of All Funds
21.84%
Holding in Top 10
13
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+30%
% of All Funds
0.19%
New
214
Increased
477
Reduced
603
Closed
73
Calls
$714M
Puts
$576M
Net Calls
+$138M
Net Calls Change
+$7.75M
Name Holding Trade Value Shares
Change
Change in
Stake
EAM
1201
Evanson Asset Management
California
$238K -$99.2K -766 -33%
FFA
1202
Founders Financial Alliance
North Carolina
$237K +$198K +1,528 New
MA
1203
MBA Advisors
Pennsylvania
$236K -$29.8K -230 -13%
CW
1204
CreativeOne Wealth
Kansas
$235K +$196K +1,515 New
RMDI
1205
R.M. Davis Inc
Maine
$234K +$196K +1,514 New
KIA
1206
KCM Investment Advisors
California
$234K +$195K +1,510 New
TCM
1207
Twin Capital Management
Pennsylvania
$234K -$15.5K -120 -7%
HBWM
1208
Hollow Brook Wealth Management
New York
$234K +$195K +1,510 New
PTP
1209
Platform Technology Partners
New York
$232K +$202K +1,558 New
EGA
1210
E&G Advisors
Texas
$232K -$233K -1,800 -55%
RFA
1211
Register Financial Advisors
Georgia
$232K
HFM
1212
Harvest Fund Management
China
$232K +$114K +881 +143%
RPWA
1213
Regent Peak Wealth Advisors
Georgia
$231K +$193K +1,490 New
CPRC
1214
Consolidated Portfolio Review Corp
New York
$230K -$57.6K -445 -23%
Fiera Capital (Canada)
1215
Fiera Capital (Canada)
Quebec, Canada
$230K +$192K +1,483 New
MVA
1216
Mount Vernon Associates
Maryland
$229K +$192K +1,480 New
IP
1217
Ignite Planners
California
$229K +$189K +1,463 New
A
1218
AJOVista
Massachusetts
$228K +$191K +1,472 New
GFP
1219
Gryphon Financial Partners
Ohio
$228K +$183K +1,412 New
AC
1220
Asio Capital
Kentucky
$228K +$190K +1,470 New
WMA
1221
Wealth Management Associates
New Jersey
$227K +$190K +1,469 New
RB
1222
Renasant Bank
Mississippi
$227K +$190K +1,468 New
GLA
1223
Good Life Advisors
Pennsylvania
$227K -$102K -786 -35%
AWA
1224
Arkadios Wealth Advisors
Georgia
$227K +$190K +1,465 New
MCCA
1225
Mill Creek Capital Advisors
Pennsylvania
$227K +$190K +1,464 New

PNC Hedge Fund Activity: Q4 2023 in Review

1,498 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in PNC Financial Services (PNC) for Q4 2023, worth a combined $52.2B — up 30% from $40.1B a quarter earlier.

Buyers outnumbered sellers: 214 funds opened new PNC positions and 73 closed out — a net gain of 141 holders — while 477 added to existing stakes and 603 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $514M. The largest seller was Wellington Management Group, cutting an estimated $224M.

  • 1,498 institutional investors held PNC Financial Services (PNC) as of Q4 2023, up from 1,378 in Q3 2023.
  • Funds reported $52.2B of PNC Financial Services stock for Q4 2023, up 30% quarter-over-quarter.
  • 214 funds opened new PNC Financial Services positions in Q4 2023 and 73 closed out, a net change of +141 holders.
  • The largest PNC Financial Services buyer in Q4 2023 was Fidelity Investments, an estimated $514M added.
  • The largest PNC Financial Services seller in Q4 2023 was Wellington Management Group, an estimated $224M sold.

Based on aggregated 13F filings for Q4 2023.