PNC icon

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 %
FWM
1226
FFT Wealth Management
Pennsylvania
$223K +$223K +1,438 New
PPW
1227
Pasadena Private Wealth
California
$221K +$221K +1,429 New
PHWM
1228
Pine Harbor Wealth Management
Maryland
$221K +$221K +1,428 New
H
1229
HoyleCohen
California
$221K +$221K +1,427 New
BHPW
1230
Beverly Hills Private Wealth
California
$220K -$102K -658 -32%
MA
1231
Mutual Advisors
Nebraska
$220K -$168K -1,088 -43%
SWM
1232
SeaCrest Wealth Management
New York
$219K -$38.7K -248 -15%
WA
1233
Waverly Advisors
Alabama
$219K +$219K +1,416 New
GEA
1234
Glen Eagle Advisors
New Jersey
$219K – – –
AGWCA
1235
Annis Gardner Whiting Capital Advisors
Florida
$219K +$91.4K +590 +72%
PP
1236
PDS Planning
Ohio
$218K +$218K +1,407 New
BTI
1237
Blue Trust Inc
Georgia
$217K -$157K -1,281 -42%
FFP
1238
FourThought Financial Partners
Florida
$217K +$217K +1,400 New
CAM
1239
Cypress Asset Management
Texas
$217K +$217K +1,400 New
SW
1240
SlateStone Wealth
Florida
$214K +$214K +1,379 New
RIL
1241
Rothschild Investment LLC
Illinois
$214K -$687K -4,439 -76%
FRA
1242
Front Row Advisors
California
$214K – – –
HDIM
1243
Hanson & Doremus Investment Management
Vermont
$213K – – –
DFG
1244
Delta Financial Group
New Jersey
$213K +$213K +1,372 New
CIP
1245
Convergence Investment Partners
Florida
$213K +$213K +1,373 New
SMC
1246
Smith, Moore & Co
Missouri
$212K +$212K +1,366 New
NFG
1247
Nadler Financial Group
Illinois
$211K +$211K +1,365 New
NC
1248
NovaPoint Capital
Georgia
$211K +$211K +1,361 New
EB
1249
Exchange Bank
California
$210K +$210K +1,358 New
GD
1250
Grandfield & Dodd
New York
$210K +$210K +1,357 New
48 49
50
51 52