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PNC Financial Services

1,498 hedge funds and large institutions have $52.2B invested in PNC Financial Services in 2023 Q4 according to their latest regulatory filings, with 214 funds opening new positions, 477 increasing their positions, 603 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed

193% more first-time investments, than exits

New positions opened: 214 | Existing positions closed: 73

30% more funds holding in top 10

Funds holding in top 10: 1013 (+3)

30% more capital invested

Capital invested by funds: $40.1B → $52.2B (+$12B)

24% more call options, than puts

Call options by funds: $714M | Put options by funds: $576M

9% more funds holding

Funds holding: 1,3781,498 (+120)

2.48% more ownership

Funds ownership: 82.08%84.56% (+2.5%)

21% less repeat investments, than reductions

Existing positions increased: 477 | Existing positions reduced: 603

Holders
1,498
Holders Change
+120
Holders Change %
+8.71%
% of All Funds
21.84%
Holding in Top 10
13
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+30%
% of All Funds
0.19%
New
214
Increased
477
Reduced
603
Closed
73
Calls
$714M
Puts
$576M
Net Calls
+$138M
Net Calls Change
+$7.75M
Name Holding Trade Value Shares
Change
Change in
Stake
PP
1301
Pacifica Partners
Canada
$132K
VC
1302
Vestor Capital
Illinois
$131K +$7.77K +60 +8%
SIC
1303
Salem Investment Counselors
North Carolina
$123K +$32.4K +250 +46%
CWC
1304
Carolinas Wealth Consulting
North Carolina
$123K -$1.17K -9 -0.2%
HCM
1305
Hollencrest Capital Management
California
$122K
Capstone Investment Advisors
1306
Capstone Investment Advisors
New York
$121K -$2.83M -21,890 -97%
RDFA
1307
Ritter Daniher Financial Advisory
Ohio
$117K
CSB
1308
City State Bank
Iowa
$117K -$4.53K -35 -4%
SIS
1309
Sound Income Strategies
Florida
$116K -$7.64K -59 -7%
NF
1310
Norwood Financial
Pennsylvania
$115K -$3.24K -25 -3%
GIM
1311
Gold Investment Management
Alberta, Canada
$114K +$95.3K +736 New
OC
1312
Oakworth Capital
Alabama
$111K +$9.71K +75 +12%
LS
1313
Livforsakringsbolaget Skandia
Sweden
$110K +$33.1K +256 +56%
VCM
1314
Versant Capital Management
Arizona
$108K -$8.42K -65 -9%
SGC
1315
Slocum, Gordon & Co
Rhode Island
$108K
AFWM
1316
Abich Financial Wealth Management
Virginia
$107K +$89.7K +693 New
JFA
1317
JNBA Financial Advisors
Minnesota
$106K -$3.11K -24 -3%
C
1318
Covestor
United Kingdom
$98K -$15.7K -121 -16%
MCM
1319
MV Capital Management
Maryland
$95.4K -$11.3K -87 -12%
LFA
1320
Livelsberger Financial Advisory
Ohio
$95.3K +$79.6K +615 New
GI
1321
Gradient Investments
Minnesota
$94.1K -$3.5K -27 -4%
RBC
1322
Roble Belko & Company
Pennsylvania
$93K -$266K -2,052 -77%
CHA
1323
Carmichael Hill & Associates
Maryland
$90.6K +$647 +5 +0.9%
Loomis, Sayles & Company
1324
Loomis, Sayles & Company
Massachusetts
$90K +$10.9K +84 +17%
FMII
1325
Farmers & Merchants Investments Inc
Nebraska
$89.5K

PNC Hedge Fund Activity: Q4 2023 in Review

1,498 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in PNC Financial Services (PNC) for Q4 2023, worth a combined $52.2B — up 30% from $40.1B a quarter earlier.

Buyers outnumbered sellers: 214 funds opened new PNC positions and 73 closed out — a net gain of 141 holders — while 477 added to existing stakes and 603 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $514M. The largest seller was Wellington Management Group, cutting an estimated $224M.

  • 1,498 institutional investors held PNC Financial Services (PNC) as of Q4 2023, up from 1,378 in Q3 2023.
  • Funds reported $52.2B of PNC Financial Services stock for Q4 2023, up 30% quarter-over-quarter.
  • 214 funds opened new PNC Financial Services positions in Q4 2023 and 73 closed out, a net change of +141 holders.
  • The largest PNC Financial Services buyer in Q4 2023 was Fidelity Investments, an estimated $514M added.
  • The largest PNC Financial Services seller in Q4 2023 was Wellington Management Group, an estimated $224M sold.

Based on aggregated 13F filings for Q4 2023.