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PNC Financial Services
PNC

Overview Fund Activity

1,489 hedge funds and large institutions have $52.1B invested in PNC Financial Services in 2023 Q4 according to their latest regulatory filings, with 212 funds opening new positions, 474 increasing their positions, 600 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,489
Holders Change
+118
Holders Change %
+8.61%
% of All Funds
21.83%
Holding in Top 10
13
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+30%
% of All Funds
0.19%
New
212
Increased
474
Reduced
600
Closed
73
Calls
$714M
Puts
$576M
Net Calls
+$138M
Net Calls Change
+$7.75M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$615M
2
Morgan Stanley
Morgan Stanley
New York
+$605M
3
Franklin Resources
Franklin Resources
California
+$472M
4
Capital International Investors
Capital International Investors
California
+$306M
5
Citadel Advisors
Citadel Advisors
Florida
+$305M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$268M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$212M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$159M
4
Federated Hermes
Federated Hermes
Pennsylvania
-$97.4M
5
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$96.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
RDFA
1301
Ritter Daniher Financial Advisory
Ohio
$117K – – –
CSB
1302
City State Bank
Iowa
$117K -$5.42K -35 -4%
SIS
1303
Sound Income Strategies
Florida
$116K -$9.14K -59 -7%
NF
1304
Norwood Financial
Pennsylvania
$115K -$3.87K -25 -3%
GIM
1305
Gold Investment Management
Alberta, Canada
$114K +$114K +736 New
OC
1306
Oakworth Capital
Alabama
$111K +$11.6K +75 +12%
LS
1307
Livforsakringsbolaget Skandia
Sweden
$110K +$39.6K +256 +56%
VCM
1308
Versant Capital Management
Arizona
$108K -$10.1K -65 -9%
SGC
1309
Slocum, Gordon & Co
Rhode Island
$108K – – –
AFWM
1310
Abich Financial Wealth Management
Virginia
$107K +$107K +693 New
JFA
1311
JNBA Financial Advisors
Minnesota
$106K -$3.72K -24 -3%
C
1312
Covestor
United Kingdom
$98K -$18.7K -121 -16%
MCM
1313
MV Capital Management
Maryland
$95.4K -$13.5K -87 -12%
LFA
1314
Livelsberger Financial Advisory
Ohio
$95.3K +$95.3K +615 New
GI
1315
Gradient Investments
Minnesota
$94.1K -$4.18K -27 -4%
RBC
1316
Roble Belko & Company
Pennsylvania
$93K -$317K -2,052 -77%
CHA
1317
Carmichael Hill & Associates
Maryland
$90.6K +$774 +5 +0.9%
Loomis, Sayles & Company
1318
Loomis, Sayles & Company
Massachusetts
$90K +$13K +84 +17%
FMII
1319
Farmers & Merchants Investments Inc
Nebraska
$89.5K – – –
AEPWM
1320
Atlantic Edge Private Wealth Management
Florida
$89K +$89K +575 New
SIM
1321
Sentry Investment Management
Wisconsin
$86K -$271K -1,756 -76%
RFG
1322
REAP Financial Group
Texas
$85.6K +$85.6K +552 New
CWP
1323
Concord Wealth Partners
Virginia
$84.6K -$26.2K -169 -24%
PS
1324
Planned Solutions
California
$84.2K +$84.2K +544 New
CAL
1325
Capital Advisors Ltd
Ohio
$84K -$3.4K -22 -4%
51 52
53
54 55