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PNC Financial Services

1,417 hedge funds and large institutions have $41.1B invested in PNC Financial Services in 2023 Q1 according to their latest regulatory filings, with 121 funds opening new positions, 591 increasing their positions, 498 reducing their positions, and 150 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more call options, than puts

Call options by funds: $654M | Put options by funds: $502M

19% more repeat investments, than reductions

Existing positions increased: 591 | Existing positions reduced: 498

0.9% less ownership

Funds ownership: 81.76%80.85% (-0.9%)

4% less funds holding

Funds holding: 1,4781,417 (-61)

18% less funds holding in top 10

Funds holding in top 10: 119 (-2)

19% less first-time investments, than exits

New positions opened: 121 | Existing positions closed: 150

21% less capital invested

Capital invested by funds: $52.1B → $41.1B (-$11B)

Holders
1,417
Holders Change
-61
Holders Change %
-4.13%
% of All Funds
22.58%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.14%
New
121
Increased
591
Reduced
498
Closed
150
Calls
$654M
Puts
$502M
Net Calls
+$152M
Net Calls Change
+$27.8M
Name Holding Trade Value Shares
Change
Change in
Stake
FFC
1301
First Financial Corp
Indiana
$36.9K
AWM
1302
Accel Wealth Management
Iowa
$35.8K +$302 +2 +0.7%
VWM
1303
Valley Wealth Managers
New Jersey
$35K
CCA
1304
Column Capital Advisors
Indiana
$34.2K -$5.28K -35 -12%
CAL
1305
Capital Advisors Ltd
Ohio
$34K -$38.8K -257 -49%
CCM
1306
Chilton Capital Management
Texas
$33.4K +$39.7K +263 New
WIM
1307
Westside Investment Management
California
$31.5K -$7.39K -49 -16%
TFM
1308
TFC Financial Management
Massachusetts
$30.1K +$1.21K +8 +3%
MCM
1309
MV Capital Management
Maryland
$30K -$28K -186 -44%
TFA
1310
Toth Financial Advisory
Virginia
$29.9K
AI
1311
AXS Investments
New York
$29.9K +$1.51K +10 +4%
SWA
1312
Sutton Wealth Advisors
Florida
$29.7K -$181K -1,198 -84%
RWM
1313
Ruedi Wealth Management
Illinois
$29.6K
MA
1314
Montag & Associates
Georgia
$29.4K -$33.9K -225 -49%
EARNEST Partners
1315
EARNEST Partners
Georgia
$29.1K
NC
1316
NewSquare Capital
Pennsylvania
$28.9K
PO
1317
Private Ocean
California
$28.2K +$3.77K +25 +13%
TCWA
1318
Ten Capital Wealth Advisors
Washington
$27.1K
BWM
1319
BerganKDV Wealth Management
Minnesota
$27K +$6.33K +42 +25%
AIM
1320
Anchor Investment Management
South Carolina
$26.3K
FWA
1321
FSC Wealth Advisors
New York
$26.1K
CA
1322
Centerpoint Advisors
Massachusetts
$26K +$30.6K +203 New
SWM
1323
Sugarloaf Wealth Management
Georgia
$25.9K -$1.81K -12 -6%
Commonwealth Equity Services
1324
Commonwealth Equity Services
Massachusetts
$25.7K +$720K +4,773 +2%
BAAM
1325
Baker Avenue Asset Management
California
$25.3K -$39.4K -261 -57%

PNC Hedge Fund Activity: Q1 2023 in Review

1,417 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in PNC Financial Services (PNC) for Q1 2023, worth a combined $41.1B — down 21% from $52.1B a quarter earlier.

Sellers outnumbered buyers: 150 funds closed out of PNC and 121 opened new positions — a net loss of 29 holders — while 498 trimmed existing stakes and 591 added.

The largest buyer was T. Rowe Price Associates, adding an estimated $1.14B. The largest seller was Capital Research Global Investors, cutting an estimated $1.84B.

  • 1,417 institutional investors held PNC Financial Services (PNC) as of Q1 2023, down from 1,478 in Q4 2022.
  • Funds reported $41.1B of PNC Financial Services stock for Q1 2023, down 21% quarter-over-quarter.
  • 121 funds opened new PNC Financial Services positions in Q1 2023 and 150 closed out, a net change of -29 holders.
  • The largest PNC Financial Services buyer in Q1 2023 was T. Rowe Price Associates, an estimated $1.14B added.
  • The largest PNC Financial Services seller in Q1 2023 was Capital Research Global Investors, an estimated $1.84B sold.

Based on aggregated 13F filings for Q1 2023.