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PNC Financial Services

1,569 hedge funds and large institutions have $61.4B invested in PNC Financial Services in 2024 Q3 according to their latest regulatory filings, with 141 funds opening new positions, 559 increasing their positions, 626 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more funds holding in top 10

Funds holding in top 10: 1220 (+8)

52% more first-time investments, than exits

New positions opened: 141 | Existing positions closed: 93

20% more capital invested

Capital invested by funds: $51.4B → $61.4B (+$10B)

2% more funds holding

Funds holding: 1,5381,569 (+31)

0.61% more ownership

Funds ownership: 83.11%83.72% (+0.61%)

3% less call options, than puts

Call options by funds: $415M | Put options by funds: $426M

11% less repeat investments, than reductions

Existing positions increased: 559 | Existing positions reduced: 626

Holders
1,569
Holders Change
+31
Holders Change %
+2.02%
% of All Funds
22.53%
Holding in Top 10
20
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+66.67%
% of All Funds
0.29%
New
141
Increased
559
Reduced
626
Closed
93
Calls
$415M
Puts
$426M
Net Calls
-$11.4M
Net Calls Change
-$96.3M
Name Holding Trade Value Shares
Change
Change in
Stake
NFG
1276
Nadler Financial Group
Illinois
$252K
NC
1277
NovaPoint Capital
Georgia
$252K
OL
1278
Optas LLC
Texas
$251K +$238K +1,356 New
WAS
1279
Wealth Advisory Solutions
Indiana
$250K +$5.44K +31 +2%
CM
1280
Cornerstone Management
Georgia
$250K
CWM
1281
Chesapeake Wealth Management
Virginia
$249K
TFG
1282
Taylor Financial Group
Virginia
$248K
MWM
1283
Modern Wealth Management
Kansas
$248K +$235K +1,339 New
PMG
1284
ProVise Management Group
Florida
$247K +$234K +1,337 New
MWP
1285
Meridian Wealth Partners
Pennsylvania
$247K +$877 +5 +0.4%
MFT
1286
Moisand Fitzgerald Tamayo
Florida
$245K
NPPM
1287
North Point Portfolio Managers
Ohio
$245K
CSWM
1288
Cassady Schiller Wealth Management
Ohio
$244K
AT
1289
American Trust
Kentucky
$244K -$4.74K -27 -2%
FIM
1290
Fruth Investment Management
Texas
$244K
SI
1291
Seeds Investor
New York
$244K -$1.75K -10 -0.8%
FCH
1292
Freestone Capital Holdings
Washington
$244K -$506K -2,883 -69%
SW
1293
Simplicity Wealth
New Jersey
$241K -$2.53M -14,439 -92%
SQA
1294
Simon Quick Advisors
New Jersey
$238K +$226K +1,287 New
UFF
1295
USA Financial Formulas
Michigan
$238K +$16K +91 +8%
FC
1296
Financial Council
Maryland
$238K +$226K +1,286 New
HFBOT
1297
Home Federal Bank of Tennessee
Tennessee
$238K +$225K +1,285 New
ISWM
1298
Independent Solutions Wealth Management
New York
$237K -$217K -1,237 -49%
DI
1299
Diligent Investors
California
$237K -$17.5K -100 -7%
CAM
1300
Congress Asset Management
Massachusetts
$237K +$224K +1,280 New

PNC Hedge Fund Activity: Q3 2024 in Review

1,569 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in PNC Financial Services (PNC) for Q3 2024, worth a combined $61.4B — up 20% from $51.4B a quarter earlier.

Buyers outnumbered sellers: 141 funds opened new PNC positions and 93 closed out — a net gain of 48 holders — while 559 added to existing stakes and 626 trimmed.

The largest buyer was Capital Research Global Investors, adding an estimated $1.24B. The largest seller was Wellington Management Group, cutting an estimated $1.22B.

  • 1,569 institutional investors held PNC Financial Services (PNC) as of Q3 2024, up from 1,538 in Q2 2024.
  • Funds reported $61.4B of PNC Financial Services stock for Q3 2024, up 20% quarter-over-quarter.
  • 141 funds opened new PNC Financial Services positions in Q3 2024 and 93 closed out, a net change of +48 holders.
  • The largest PNC Financial Services buyer in Q3 2024 was Capital Research Global Investors, an estimated $1.24B added.
  • The largest PNC Financial Services seller in Q3 2024 was Wellington Management Group, an estimated $1.22B sold.

Based on aggregated 13F filings for Q3 2024.