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PNC Financial Services

1,478 hedge funds and large institutions have $52.1B invested in PNC Financial Services in 2022 Q4 according to their latest regulatory filings, with 171 funds opening new positions, 536 increasing their positions, 527 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

104% more first-time investments, than exits

New positions opened: 171 | Existing positions closed: 84

26% more call options, than puts

Call options by funds: $609M | Put options by funds: $485M

4% more funds holding

Funds holding: 1,4181,478 (+60)

4% more capital invested

Capital invested by funds: $50.3B → $52.1B (+$1.83B)

2% more repeat investments, than reductions

Existing positions increased: 536 | Existing positions reduced: 527

0.41% less ownership

Funds ownership: 82.17%81.76% (-0.41%)

8% less funds holding in top 10

Funds holding in top 10: 1211 (-1)

Holders
1,478
Holders Change
+60
Holders Change %
+4.23%
% of All Funds
23.76%
Holding in Top 10
11
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-8.33%
% of All Funds
0.18%
New
171
Increased
536
Reduced
527
Closed
84
Calls
$609M
Puts
$485M
Net Calls
+$124M
Net Calls Change
+$189M
Name Holding Trade Value Shares
Change
Change in
Stake
TFS
1301
TrustCore Financial Services
Tennessee
$84.5K +$157 +1 +0.2%
RAM
1302
Riggs Asset Management
Pennsylvania
$83.7K
TWA
1303
TCI Wealth Advisors
Arizona
$83.6K +$12K +76 +17%
LSA
1304
Lansing Street Advisors
Pennsylvania
$81.1K +$1.57K +10 +2%
SIS
1305
Sound Income Strategies
Florida
$80.7K +$66.6K +423 +481%
GWS
1306
Glassman Wealth Services
Virginia
$79.1K -$14.2K -90 -15%
RBC
1307
Romano Brothers & Co
Illinois
$77.7K +$77.4K +492 New
IRAG
1308
Investment Research & Advisory Group
Georgia
$77.1K
HCP
1309
Hexagon Capital Partners
Arkansas
$75.2K -$19.2K -122 -20%
HCM
1310
Hollencrest Capital Management
California
$75K +$74.8K +475 New
GCM
1311
Gables Capital Management
Florida
$73K
BAAM
1312
Baker Avenue Asset Management
California
$72.7K +$72.4K +460 New
LS
1313
Livforsakringsbolaget Skandia
Sweden
$72K
MA
1314
Montag & Associates
Georgia
$72K +$12.6K +80 +21%
SCM
1315
Silvant Capital Management
Georgia
$70.6K
CT
1316
Clearstead Trust
Maine
$70K
DAC
1317
Dividend Assets Capital
South Carolina
$70K
CFD
1318
Creative Financial Designs
Indiana
$68.9K +$5.35K +34 +8%
PI
1319
PEAK6 Investments
Illinois
$68.8K +$2.52K +16 +4%
LWA
1320
Lowe Wealth Advisors
Maryland
$67.9K +$19.2K +122 +40%
CJL
1321
Cyrus J. Lawrence
New York
$67K
MCM
1322
MV Capital Management
Maryland
$66.7K +$15.4K +98 +30%
CFO
1323
CVA Family Office
Colorado
$65.5K +$26.3K +167 +67%
POIA
1324
Pin Oak Investment Advisors
Texas
$65K +$15.7K +100 +32%
CYG
1325
Clean Yield Group
Vermont
$64.4K +$3.94K +25 +7%

PNC Hedge Fund Activity: Q4 2022 in Review

1,478 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in PNC Financial Services (PNC) for Q4 2022, worth a combined $52.1B — up 3.6% from $50.3B a quarter earlier.

Buyers outnumbered sellers: 171 funds opened new PNC positions and 84 closed out — a net gain of 87 holders — while 536 added to existing stakes and 527 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $164M. The largest seller was Wellington Management Group, cutting an estimated $650M.

  • 1,478 institutional investors held PNC Financial Services (PNC) as of Q4 2022, up from 1,418 in Q3 2022.
  • Funds reported $52.1B of PNC Financial Services stock for Q4 2022, up 3.6% quarter-over-quarter.
  • 171 funds opened new PNC Financial Services positions in Q4 2022 and 84 closed out, a net change of +87 holders.
  • The largest PNC Financial Services buyer in Q4 2022 was Morgan Stanley, an estimated $164M added.
  • The largest PNC Financial Services seller in Q4 2022 was Wellington Management Group, an estimated $650M sold.

Based on aggregated 13F filings for Q4 2022.