We are live on ! Find out more
PNC icon

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
WCM
1226
Wunderlich Capital Managemnt
Tennessee
$115K +$136K +901 New
FMII
1227
Farmers & Merchants Investments Inc
Nebraska
$115K -$72.8K -483 -35%
FCB
1228
First Command Bank
Texas
$109K -$6.48K -43 -5%
FCFS
1229
First Command Financial Services
Texas
$109K -$6.48K -43 -5%
BWM
1230
Baystate Wealth Management
Massachusetts
$109K +$1.96K +13 +2%
JIR
1231
James Investment Research
Ohio
$108K -$797K -5,288 -86%
SCA
1232
Stonebridge Capital Advisors
Minnesota
$108K -$8.14K -54 -6%
FFA
1233
Farther Finance Advisors
California
$107K +$27K +179 +27%
CFO
1234
CVA Family Office
Colorado
$105K +$61.8K +410 +99%
GFWA
1235
Grey Fox Wealth Advisors
Delaware
$104K +$61.4K +407 +100%
CSB
1236
City State Bank
Iowa
$101K -$1.66K -11 -1%
VCM
1237
Versant Capital Management
Arizona
$101K +$82.6K +548 +225%
HCM
1238
Hollencrest Capital Management
California
$100K +$47.3K +314 +66%
SSG
1239
Summit Securities Group
New York
$100K +$57.1K +379 +93%
PFBT
1240
Parkside Financial Bank & Trust
Missouri
$96K -$30K -199 -21%
ONST
1241
Old North State Trust
North Carolina
$95K
OC
1242
Oakworth Capital
Alabama
$94.1K
MHR
1243
Matthew Hamilton Rosenberg
$94.1K +$7.54K +50 +7%
HS
1244
Horan Securities
United States
$92.8K -$1.21K -8 -1%
PP
1245
PrairieView Partners
Minnesota
$92K
JFA
1246
JNBA Financial Advisors
Minnesota
$90K -$1.96K -13 -2%
AP
1247
Arlington Partners
Alabama
$86.8K +$98.9K +656 +2,430%
CAC
1248
Core Alternative Capital
Georgia
$86K -$1.51K -10 -1%
Cohen & Steers
1249
Cohen & Steers
New York
$85K
RA
1250
Rise Advisors
New York
$82.8K +$905 +6 +0.9%

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.