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PNC Financial Services
PNC

Overview Fund Activity

1,489 hedge funds and large institutions have $52.1B invested in PNC Financial Services in 2023 Q4 according to their latest regulatory filings, with 212 funds opening new positions, 474 increasing their positions, 600 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,489
Holders Change
+118
Holders Change %
+8.61%
% of All Funds
21.83%
Holding in Top 10
13
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+30%
% of All Funds
0.19%
New
212
Increased
474
Reduced
600
Closed
73
Calls
$714M
Puts
$576M
Net Calls
+$138M
Net Calls Change
+$7.75M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$615M
2
Morgan Stanley
Morgan Stanley
New York
+$605M
3
Franklin Resources
Franklin Resources
California
+$472M
4
Capital International Investors
Capital International Investors
California
+$306M
5
Citadel Advisors
Citadel Advisors
Florida
+$305M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$268M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$212M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$159M
4
Federated Hermes
Federated Hermes
Pennsylvania
-$97.4M
5
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$96.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFO
1276
CVA Family Office
Colorado
$182K +$182K +1,173 New
DWA
1277
Dougherty Wealth Advisers
Minnesota
$181K – – –
CI Investments Inc
1278
CI Investments Inc
Ontario, Canada
$176K -$7.58K -49 -4%
BGAI
1279
Bruce G. Allen Investments
Colorado
$174K +$174K +1,126 New
HI
1280
Hendershot Investments
Virginia
$173K -$10.8K -70 -6%
AA
1281
Alta Advisers
United Kingdom
$170K – – –
LFA
1282
LGT Financial Advisors
Texas
$164K +$163K +1,053 +26,325%
DMBA
1283
Deseret Mutual Benefit Administrators
Utah
$160K -$31.9K -206 -17%
RA
1284
Rise Advisors
New York
$159K +$55.3K +357 +53%
HCM
1285
Highlander Capital Management
New Jersey
$156K – – –
RIM
1286
Rakuten Investment Management
Japan
$153K +$153K +985 New
BBPWM
1287
Blue Bell Private Wealth Management
Pennsylvania
$153K -$7.74K -50 -5%
JPWM
1288
Jamison Private Wealth Management
Georgia
$152K +$929 +6 +0.6%
GFPC
1289
Global Financial Private Client
Florida
$144K – – –
LFA
1290
Legend Financial Advisors
Pennsylvania
$142K -$77.4K -500 -35%
EWA
1291
EverSource Wealth Advisors
Alabama
$136K -$13.6K -88 -9%
BWM
1292
Baystate Wealth Management
Massachusetts
$136K +$6.82K +44 +5%
FCAS
1293
First Command Advisory Services
Texas
$135K +$2.32K +15 +2%
PFBT
1294
Parkside Financial Bank & Trust
Missouri
$135K +$5.73K +37 +4%
PP
1295
Pacifica Partners
Canada
$132K – – –
VC
1296
Vestor Capital
Illinois
$131K +$9.26K +60 +8%
SIC
1297
Salem Investment Counselors
North Carolina
$123K +$38.7K +250 +46%
CWC
1298
Carolinas Wealth Consulting
North Carolina
$123K -$265 -9 -0.2%
HCM
1299
Hollencrest Capital Management
California
$122K – – –
Capstone Investment Advisors
1300
Capstone Investment Advisors
New York
$121K -$3.39M -21,890 -97%
50 51
52
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