We are live on ! Find out more
PNC icon

PNC Financial Services

1,478 hedge funds and large institutions have $52.1B invested in PNC Financial Services in 2022 Q4 according to their latest regulatory filings, with 171 funds opening new positions, 536 increasing their positions, 527 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

104% more first-time investments, than exits

New positions opened: 171 | Existing positions closed: 84

26% more call options, than puts

Call options by funds: $609M | Put options by funds: $485M

4% more funds holding

Funds holding: 1,4181,478 (+60)

4% more capital invested

Capital invested by funds: $50.3B → $52.1B (+$1.83B)

2% more repeat investments, than reductions

Existing positions increased: 536 | Existing positions reduced: 527

0.41% less ownership

Funds ownership: 82.17%81.76% (-0.41%)

8% less funds holding in top 10

Funds holding in top 10: 1211 (-1)

Holders
1,478
Holders Change
+60
Holders Change %
+4.23%
% of All Funds
23.76%
Holding in Top 10
11
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-8.33%
% of All Funds
0.18%
New
171
Increased
536
Reduced
527
Closed
84
Calls
$609M
Puts
$485M
Net Calls
+$124M
Net Calls Change
+$189M
Name Holding Trade Value Shares
Change
Change in
Stake
CB
1251
CNB Bank
Pennsylvania
$193K
TSW
1252
Thompson Siegel & Walmsley
Virginia
$191K -$114K -726 -37%
DMBA
1253
Deseret Mutual Benefit Administrators
Utah
$188K -$141K -896 -43%
DWA
1254
Dougherty Wealth Advisers
Minnesota
$184K
ZIG
1255
Zullo Investment Group
Pennsylvania
$184K +$7.08K +45 +4%
LAM
1256
Lakewood Asset Management
Illinois
$175K +$174K +1,107 New
AA
1257
Alta Advisers
United Kingdom
$174K
DSC
1258
Duncker Streett & Co
Missouri
$161K
GFPC
1259
Global Financial Private Client
Florida
$154K +$7.4K +47 +5%
PFBT
1260
Parkside Financial Bank & Trust
Missouri
$151K +$37.6K +239 +33%
Pacer Advisors
1261
Pacer Advisors
Pennsylvania
$147K +$15K +95 +11%
CWP
1262
Concord Wealth Partners
Virginia
$146K -$234K -1,487 -62%
RTC
1263
Riverview Trust Company
Washington
$143K -$135K -858 -49%
FCB
1264
First Command Bank
Texas
$143K +$6.77K +43 +5%
FCFS
1265
First Command Financial Services
Texas
$143K +$6.77K +43 +5%
HI
1266
Harbour Investments
Wisconsin
$142K +$40.8K +259 +40%
SCA
1267
Stonebridge Capital Advisors
Minnesota
$142K +$39.5K +251 +39%
ECG
1268
Edge Capital Group
Georgia
$141K -$13.2K -84 -9%
SIC
1269
Salem Investment Counselors
North Carolina
$134K
BWM
1270
Baystate Wealth Management
Massachusetts
$133K +$315 +2 +0.2%
HFM
1271
Harvest Fund Management
China
$130K -$93.2K -592 -42%
CSB
1272
City State Bank
Iowa
$127K
AS
1273
AM Squared
Hong Kong
$126K +$126K +800 New
BDWCC
1274
B&D White Capital Company
Texas
$126K +$126K +800 New
KFI
1275
Key Financial Inc
Pennsylvania
$125K

PNC Hedge Fund Activity: Q4 2022 in Review

1,478 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in PNC Financial Services (PNC) for Q4 2022, worth a combined $52.1B — up 3.6% from $50.3B a quarter earlier.

Buyers outnumbered sellers: 171 funds opened new PNC positions and 84 closed out — a net gain of 87 holders — while 536 added to existing stakes and 527 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $164M. The largest seller was Wellington Management Group, cutting an estimated $650M.

  • 1,478 institutional investors held PNC Financial Services (PNC) as of Q4 2022, up from 1,418 in Q3 2022.
  • Funds reported $52.1B of PNC Financial Services stock for Q4 2022, up 3.6% quarter-over-quarter.
  • 171 funds opened new PNC Financial Services positions in Q4 2022 and 84 closed out, a net change of +87 holders.
  • The largest PNC Financial Services buyer in Q4 2022 was Morgan Stanley, an estimated $164M added.
  • The largest PNC Financial Services seller in Q4 2022 was Wellington Management Group, an estimated $650M sold.

Based on aggregated 13F filings for Q4 2022.