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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
RDFA
1251
Ritter Daniher Financial Advisory
Ohio
$81.5K
CSC
1252
Caldwell Sutter Capital
California
$78K +$92.6K +614 New
BBPWM
1253
Blue Bell Private Wealth Management
Pennsylvania
$77.4K -$15.1K -100 -14%
AS
1254
AM Squared
Hong Kong
$76.3K -$30.2K -200 -25%
SGC
1255
Slocum, Gordon & Co
Rhode Island
$76.3K
CWC
1256
Carolinas Wealth Consulting
North Carolina
$70.3K -$38K -252 -6%
DAC
1257
Dividend Assets Capital
South Carolina
$70K
RAM
1258
Riggs Asset Management
Pennsylvania
$69K +$1.96K +13 +2%
WTA
1259
Washington Trust Advisors
Massachusetts
$68.5K -$12.4K -82 -13%
CWP
1260
Concord Wealth Partners
Virginia
$68.3K -$58.5K -388 -42%
EWA
1261
EverSource Wealth Advisors
Alabama
$65.6K -$34.7K -230 -31%
WPWM
1262
Western Pacific Wealth Management
Illinois
$65.3K -$14.8K -98 -16%
TSW
1263
Thompson Siegel & Walmsley
Virginia
$65K -$106K -700 -58%
LSA
1264
Lansing Street Advisors
Pennsylvania
$64.7K -$754 -5 -1%
Loomis, Sayles & Company
1265
Loomis, Sayles & Company
Massachusetts
$64K -$6.63K -44 -8%
SIS
1266
Sound Income Strategies
Florida
$63.8K -$1.36K -9 -2%
BHWM
1267
Beaird Harris Wealth Management
Texas
$62.8K -$9.65K -64 -11%
SIC
1268
Salem Investment Counselors
North Carolina
$62K -$54.3K -360 -42%
IRAG
1269
Investment Research & Advisory Group
Georgia
$62K
NF
1270
Norwood Financial
Pennsylvania
$61.9K +$29.4K +195 +67%
RFA
1271
Resurgent Financial Advisors
Georgia
$61.1K -$549K -3,643 -88%
JFGIW
1272
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$60.2K +$26.2K +174 +58%
CHA
1273
Carmichael Hill & Associates
Maryland
$59.9K +$30.2K +200 +74%
GCM
1274
Gables Capital Management
Florida
$58.7K
LS
1275
Livforsakringsbolaget Skandia
Sweden
$58K

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.