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PNC Financial Services
PNC

Overview Fund Activity

1,379 hedge funds and large institutions have $40.8B invested in PNC Financial Services in 2023 Q2 according to their latest regulatory filings, with 102 funds opening new positions, 539 increasing their positions, 526 reducing their positions, and 122 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,379
Holders Change
-31
Holders Change %
-2.2%
% of All Funds
21.75%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.16%
New
102
Increased
539
Reduced
526
Closed
122
Calls
$531M
Puts
$574M
Net Calls
-$43.6M
Net Calls Change
-$196M

Top Buyers

1
Capital International Investors
Capital International Investors
California
+$934M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$743M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$256M
4
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$154M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$131M

Top Sellers

1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$757M
2
Capital World Investors
Capital World Investors
California
-$552M
3
Lazard Asset Management
Lazard Asset Management
New York
-$292M
4
Amundi
Amundi
France
-$192M
5
DZ Bank
DZ Bank
Germany
-$120M
Name Holding Trade Value Shares
Change 		Shares
Change %
FA
1276
Fiduciary Alliance
South Carolina
$27.1K +$27.1K +215 New
FWA
1277
FSC Wealth Advisors
New York
$25.8K – – –
AWM
1278
Abound Wealth Management
Tennessee
$25.8K +$2.39K +19 +10%
MSE
1279
MUFG Securities EMEA
United Kingdom
$24.7K +$24.7K +196 New
NFSG
1280
Newbridge Financial Services Group
Florida
$24.4K +$377 +3 +2%
JGIA
1281
Jackson Grant Investment Advisers
Connecticut
$23.9K – – –
KA
1282
Kozak & Associates
Colorado
$22.3K +$382 +3 +2%
BIA
1283
Bell Investment Advisors
California
$22.2K -$2.52K -20 -10%
OP
1284
ORG Partners
Indiana
$21.9K +$21.9K +172 New
WFA
1285
West Financial Advisors
Iowa
$21.9K – – –
SWM
1286
Sugarloaf Wealth Management
Georgia
$21.9K -$3.78K -30 -15%
GWM
1287
Guardian Wealth Management
Illinois
$21.2K +$252 +2 +1%
BCA
1288
Bray Capital Advisors
Florida
$21K – – –
SF
1289
Safeguard Financial
Wisconsin
$21K +$21K +168 New
EWM
1290
Endurance Wealth Management
Rhode Island
$20K – – –
BWM
1291
BerganKDV Wealth Management
Minnesota
$19.8K -$6.93K -55 -26%
AIM
1292
Anchor Investment Management
South Carolina
$19.8K -$6.3K -50 -24%
RWPA
1293
Richard W. Paul & Associates
Michigan
$19.6K -$126 -1 -0.6%
CTB
1294
Country Trust Bank
Illinois
$19.6K – – –
APC
1295
Aspire Private Capital
North Carolina
$19.2K +$3.14K +25 +20%
SN
1296
Sittner & Nelson
Oregon
$18.9K – – –
CIA
1297
Cape Investment Advisory
Georgia
$18.5K – – –
FP
1298
Financial Perspectives
Minnesota
$17.9K – – –
SIC
1299
SJS Investment Consulting
Ohio
$17.4K +$1.64K +13 +10%
AWM
1300
AllSquare Wealth Management
New York
$16.6K – – –
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