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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
CCA
1226
Childress Capital Advisors
Texas
$226K +$189K +1,460 New
IFG
1227
Independent Financial Group
California
$226K -$112K -868 -37%
KWAG
1228
Kiely Wealth Advisory Group
North Carolina
$226K +$193K +1,490 New
SB
1229
Strategic Blueprint
Georgia
$225K -$34.3K -265 -15%
LIG
1230
Lokken Investment Group
Delaware
$224K -$104K -802 -36%
BFA
1231
Bragg Financial Advisors
North Carolina
$224K -$48.4K -374 -21%
FWM
1232
FFT Wealth Management
Pennsylvania
$223K +$186K +1,438 New
PPW
1233
Pasadena Private Wealth
California
$221K +$185K +1,429 New
PHWM
1234
Pine Harbor Wealth Management
Maryland
$221K +$185K +1,428 New
H
1235
HoyleCohen
California
$221K +$185K +1,427 New
BHPW
1236
Beverly Hills Private Wealth
California
$220K -$85.2K -658 -32%
MA
1237
Mutual Advisors
Nebraska
$220K -$141K -1,088 -43%
SWM
1238
SeaCrest Wealth Management
New York
$219K -$32.1K -248 -15%
WA
1239
Waverly Advisors
Alabama
$219K +$183K +1,416 New
GEA
1240
Glen Eagle Advisors
New Jersey
$219K
AGWCA
1241
Annis Gardner Whiting Capital Advisors
Florida
$219K +$76.4K +590 +72%
PP
1242
PDS Planning
Ohio
$218K +$182K +1,407 New
BTI
1243
Blue Trust Inc
Georgia
$217K -$166K -1,281 -42%
FFP
1244
FourThought Financial Partners
Florida
$217K +$181K +1,400 New
CAM
1245
Cypress Asset Management
Texas
$217K +$181K +1,400 New
SW
1246
SlateStone Wealth
Florida
$214K +$179K +1,379 New
RIL
1247
Rothschild Investment LLC
Illinois
$214K -$575K -4,439 -76%
FRA
1248
Front Row Advisors
California
$214K
HDIM
1249
Hanson & Doremus Investment Management
Vermont
$213K
DFG
1250
Delta Financial Group
New Jersey
$213K +$178K +1,372 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.