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PNC Financial Services

1,387 hedge funds and large institutions have $40.9B invested in PNC Financial Services in 2023 Q2 according to their latest regulatory filings, with 103 funds opening new positions, 542 increasing their positions, 528 reducing their positions, and 122 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more funds holding in top 10

Funds holding in top 10: 910 (+1)

3% more repeat investments, than reductions

Existing positions increased: 542 | Existing positions reduced: 528

0.48% more ownership

Funds ownership: 80.85%81.33% (+0.48%)

0% less capital invested

Capital invested by funds: $41.1B → $40.9B (-$169M)

8% less call options, than puts

Call options by funds: $531M | Put options by funds: $574M

2% less funds holding

Funds holding: 1,4171,387 (-30)

16% less first-time investments, than exits

New positions opened: 103 | Existing positions closed: 122

Holders
1,387
Holders Change
-30
Holders Change %
-2.12%
% of All Funds
21.78%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.16%
New
103
Increased
542
Reduced
528
Closed
122
Calls
$531M
Puts
$574M
Net Calls
-$43.6M
Net Calls Change
-$196M
Name Holding Trade Value Shares
Change
Change in
Stake
TFA
1276
Toth Financial Advisory
Virginia
$29.6K
RWM
1277
Ruedi Wealth Management
Illinois
$29.4K
TSWM
1278
Tyler-Stone Wealth Management
Ohio
$29K +$28.5K +233 New
EARNEST Partners
1279
EARNEST Partners
Georgia
$28.8K
NC
1280
NewSquare Capital
Pennsylvania
$28.6K
PO
1281
Private Ocean
California
$28K
WIM
1282
Westside Investment Management
California
$27.8K -$3.3K -27 -11%
FA
1283
Fiduciary Alliance
South Carolina
$27.1K +$26.3K +215 New
FWA
1284
FSC Wealth Advisors
New York
$25.8K
AWM
1285
Abound Wealth Management
Tennessee
$25.8K +$2.32K +19 +10%
MSE
1286
MUFG Securities EMEA
United Kingdom
$24.7K +$24K +196 New
NFSG
1287
Newbridge Financial Services Group
Florida
$24.4K +$367 +3 +2%
JGIA
1288
Jackson Grant Investment Advisers
Connecticut
$23.9K
KA
1289
Kozak & Associates
Colorado
$22.3K +$367 +3 +2%
BIA
1290
Bell Investment Advisors
California
$22.2K -$2.44K -20 -10%
OP
1291
ORG Partners
Indiana
$21.9K +$21K +172 New
WFA
1292
West Financial Advisors
Iowa
$21.9K
SWM
1293
Sugarloaf Wealth Management
Georgia
$21.9K -$3.67K -30 -15%
GWMI
1294
Guardian Wealth Management (Illinois)
Illinois
$21.2K +$244 +2 +1%
BCA
1295
Bray Capital Advisors
Florida
$21K
SF
1296
Safeguard Financial
Wisconsin
$21K +$20.5K +168 New
EWM
1297
Endurance Wealth Management
Rhode Island
$20K
BWM
1298
BerganKDV Wealth Management
Minnesota
$19.8K -$6.72K -55 -26%
AIM
1299
Anchor Investment Management
South Carolina
$19.8K -$6.11K -50 -24%
RWPA
1300
Richard W. Paul & Associates
Michigan
$19.6K -$122 -1 -0.6%