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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
CIP
1251
Convergence Investment Partners
Florida
$213K +$178K +1,373 New
SMC
1252
Smith, Moore & Co
Missouri
$212K +$177K +1,366 New
NFG
1253
Nadler Financial Group
Illinois
$211K +$177K +1,365 New
NC
1254
NovaPoint Capital
Georgia
$211K +$176K +1,361 New
EB
1255
Exchange Bank
California
$210K +$176K +1,358 New
GD
1256
Grandfield & Dodd
New York
$210K +$176K +1,357 New
DSC
1257
Duncker Streett & Co
Missouri
$210K
BWM
1258
Baron Wealth Management
Michigan
$210K +$175K +1,355 New
AWA
1259
Amplius Wealth Advisors
Pennsylvania
$210K +$175K +1,353 New
FA
1260
Fiducient Advisors
Illinois
$209K +$175K +1,351 New
CM
1261
Cornerstone Management
Georgia
$209K +$175K +1,350 New
MAA
1262
Mraz Amerine & Associates
California
$209K +$175K +1,350 New
TFG
1263
Taylor Financial Group
Virginia
$208K +$174K +1,344 New
SWP
1264
Semus Wealth Partners
Florida
$207K +$173K +1,338 New
RZH
1265
Relyea Zuckerberg Hanson
Connecticut
$207K +$173K +1,338 New
QWP
1266
Quotient Wealth Partners
Texas
$206K +$173K +1,333 New
MFT
1267
Moisand Fitzgerald Tamayo
Florida
$205K -$2.59K -20 -1%
NPPM
1268
North Point Portfolio Managers
Ohio
$205K +$172K +1,325 New
ODG
1269
O'Dell Group
Ohio
$205K +$171K +1,322 New
WCA
1270
Westover Capital Advisors
Delaware
$205K +$171K +1,322 New
AA
1271
Argent Advisors
Louisiana
$204K +$170K +1,315 New
BB
1272
Busey Bank
Illinois
$203K -$77.4K -598 -31%
CWP
1273
Cyndeo Wealth Partners
Florida
$202K +$169K +1,305 New
CC
1274
Centiva Capital
New York
$202K +$169K +1,303 New
FCH
1275
Freestone Capital Holdings
Washington
$201K +$168K +1,301 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.