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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
MCM
1276
McRae Capital Management
New Jersey
$201K +$168K +1,300 New
AC
1277
ASB Consultores
Florida
$201K -$151K -1,164 -47%
KFI
1278
Key Financial Inc
Pennsylvania
$198K -$3.24K -25 -2%
PWMG
1279
Prestige Wealth Management Group
New Jersey
$197K -$9.45K -73 -5%
CB
1280
CNB Bank
Pennsylvania
$197K
FPFS
1281
First Personal Financial Services
North Carolina
$183K
CFO
1282
CVA Family Office
Colorado
$182K +$152K +1,173 New
DWA
1283
Dougherty Wealth Advisers
Minnesota
$181K
CI Investments Inc
1284
CI Investments Inc
Ontario, Canada
$176K -$6.34K -49 -4%
BGAI
1285
Bruce G. Allen Investments
Colorado
$174K +$146K +1,126 New
HI
1286
Hendershot Investments
Virginia
$173K -$9.06K -70 -6%
AA
1287
Alta Advisers
United Kingdom
$170K
LFA
1288
LGT Financial Advisors
Texas
$164K +$136K +1,053 +26,325%
DMBA
1289
Deseret Mutual Benefit Administrators
Utah
$160K -$26.7K -206 -17%
RA
1290
Rise Advisors
New York
$159K +$46.2K +357 +53%
HCM
1291
Highlander Capital Management
New Jersey
$156K
RIM
1292
Rakuten Investment Management
Japan
$153K +$128K +985 New
BBPWM
1293
Blue Bell Private Wealth Management
Pennsylvania
$153K -$6.47K -50 -5%
JPWM
1294
Jamison Private Wealth Management
Georgia
$152K +$777 +6 +0.6%
GFPC
1295
Global Financial Private Client
Florida
$144K
LFA
1296
Legend Financial Advisors
Pennsylvania
$142K -$64.7K -500 -35%
EWA
1297
EverSource Wealth Advisors
Alabama
$136K -$11.4K -88 -9%
BWM
1298
Baystate Wealth Management
Massachusetts
$136K +$5.7K +44 +5%
FCAS
1299
First Command Advisory Services
Texas
$135K +$1.94K +15 +2%
PFBT
1300
Parkside Financial Bank & Trust
Missouri
$135K +$4.79K +37 +4%

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.