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PNC Financial Services
PNC

Overview Fund Activity

1,379 hedge funds and large institutions have $40.8B invested in PNC Financial Services in 2023 Q2 according to their latest regulatory filings, with 102 funds opening new positions, 539 increasing their positions, 526 reducing their positions, and 122 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,379
Holders Change
-31
Holders Change %
-2.2%
% of All Funds
21.75%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.16%
New
102
Increased
539
Reduced
526
Closed
122
Calls
$531M
Puts
$574M
Net Calls
-$43.6M
Net Calls Change
-$196M

Top Buyers

1
Capital International Investors
Capital International Investors
California
+$934M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$743M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$256M
4
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$154M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$131M

Top Sellers

1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$757M
2
Capital World Investors
Capital World Investors
California
-$552M
3
Lazard Asset Management
Lazard Asset Management
New York
-$292M
4
Amundi
Amundi
France
-$192M
5
DZ Bank
DZ Bank
Germany
-$120M
Name Holding Trade Value Shares
Change 		Shares
Change %
FSWA
1301
Financial Synergies Wealth Advisors
Texas
$16.2K +$252 +2 +2%
FCG
1302
Financial Connections Group
California
$16K – – –
GKIM
1303
GW&K Investment Management
Massachusetts
$16K +$16K +125 New
NL
1304
NVWM LLC
Pennsylvania
$15.7K – – –
BSWA
1305
Bromfield Sneider Wealth Advisors
Massachusetts
$15.5K – – –
TLA
1306
Tanglewood Legacy Advisors
Texas
$15.1K – – –
DI
1307
Disciplined Investments
Oklahoma
$14.6K -$378 -3 -3%
KIG
1308
Kessler Investment Group
Indiana
$14.4K – – –
SFG
1309
Steward Financial Group
Texas
$14K +$14K +119 New
DWA
1310
Delos Wealth Advisors
Texas
$13.1K – – –
SWA
1311
Sutton Wealth Advisors
Florida
$12.7K -$16.8K -133 -57%
WOC
1312
West Oak Capital
California
$12.7K – – –
UCB
1313
United Community Bank
South Carolina
$12.6K – – –
PK
1314
Pflug Koory
Nebraska
$12.6K – – –
BCMLT
1315
Beacon Capital Management LLC (Tennessee)
Tennessee
$12.6K – – –
YAL
1316
Your Advocates Ltd
Texas
$12.6K +$12.6K +100 New
PAI
1317
Pittenger & Anderson Inc
Nebraska
$12.5K – – –
SC
1318
Solstein Capital
California
$12.1K – – –
FCAG
1319
First Capital Advisors Group
New Jersey
$11.6K +$11.6K +92 New
PB
1320
Pinnacle Bancorp
Nebraska
$11.2K – – –
TJHA
1321
Thomas J. Herzfeld Advisors
Florida
$11K – – –
MA
1322
Montag & Associates
Georgia
$10.7K -$18.4K -146 -63%
KSWA
1323
Kathleen S. Wright Associates
Pennsylvania
$9.53K -$4.26K -34 -31%
WOSD
1324
WFA of San Diego
California
$9.32K +$9.32K +74 New
LOIM
1325
Liberty One Investment Management
Illinois
$9.31K +$126 +1 +1%
51 52
53
54 55