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PNC Financial Services

1,387 hedge funds and large institutions have $40.9B invested in PNC Financial Services in 2023 Q2 according to their latest regulatory filings, with 103 funds opening new positions, 542 increasing their positions, 528 reducing their positions, and 122 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more funds holding in top 10

Funds holding in top 10: 910 (+1)

3% more repeat investments, than reductions

Existing positions increased: 542 | Existing positions reduced: 528

0.48% more ownership

Funds ownership: 80.85%81.33% (+0.48%)

0% less capital invested

Capital invested by funds: $41.1B → $40.9B (-$169M)

8% less call options, than puts

Call options by funds: $531M | Put options by funds: $574M

2% less funds holding

Funds holding: 1,4171,387 (-30)

16% less first-time investments, than exits

New positions opened: 103 | Existing positions closed: 122

Holders
1,387
Holders Change
-30
Holders Change %
-2.12%
% of All Funds
21.78%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.16%
New
103
Increased
542
Reduced
528
Closed
122
Calls
$531M
Puts
$574M
Net Calls
-$43.6M
Net Calls Change
-$196M
Name Holding Trade Value Shares
Change
Change in
Stake
CTB
1301
Country Trust Bank
Illinois
$19.6K
APC
1302
Aspire Private Capital
North Carolina
$19.2K +$3.06K +25 +20%
SN
1303
Sittner & Nelson
Oregon
$18.9K
CIA
1304
Cape Investment Advisory
Georgia
$18.5K
FP
1305
Financial Perspectives
Minnesota
$17.9K
SIC
1306
SJS Investment Consulting
Ohio
$17.4K +$1.59K +13 +10%
AWM
1307
AllSquare Wealth Management
New York
$16.6K
FSWA
1308
Financial Synergies Wealth Advisors
Texas
$16.2K +$244 +2 +2%
FCG
1309
Financial Connections Group
California
$16K
GKIM
1310
GW&K Investment Management
Massachusetts
$16K +$15.3K +125 New
NL
1311
NVWM LLC
Pennsylvania
$15.7K
BSWA
1312
Bromfield Sneider Wealth Advisors
Massachusetts
$15.5K
TLA
1313
Tanglewood Legacy Advisors
Texas
$15.1K
DI
1314
Disciplined Investments
Oklahoma
$14.6K -$367 -3 -3%
KIG
1315
Kessler Investment Group
Indiana
$14.4K
SFG
1316
Steward Financial Group
Texas
$14K +$14.5K +119 New
DWA
1317
Delos Wealth Advisors
Texas
$13.1K
SWA
1318
Sutton Wealth Advisors
Florida
$12.7K -$16.3K -133 -57%
WOC
1319
West Oak Capital
California
$12.7K
BCMLT
1320
Beacon Capital Management LLC (Tennessee)
Tennessee
$12.6K
PK
1321
Pflug Koory
Nebraska
$12.6K
UCB
1322
United Community Bank
South Carolina
$12.6K
YAL
1323
Your Advocates Ltd
Texas
$12.6K +$12.2K +100 New
PAI
1324
Pittenger & Anderson Inc
Nebraska
$12.5K
SC
1325
Solstein Capital
California
$12.1K