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PNC Financial Services

1,478 hedge funds and large institutions have $52.1B invested in PNC Financial Services in 2022 Q4 according to their latest regulatory filings, with 171 funds opening new positions, 536 increasing their positions, 527 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

104% more first-time investments, than exits

New positions opened: 171 | Existing positions closed: 84

26% more call options, than puts

Call options by funds: $609M | Put options by funds: $485M

4% more funds holding

Funds holding: 1,4181,478 (+60)

4% more capital invested

Capital invested by funds: $50.3B → $52.1B (+$1.83B)

2% more repeat investments, than reductions

Existing positions increased: 536 | Existing positions reduced: 527

0.41% less ownership

Funds ownership: 82.17%81.76% (-0.41%)

8% less funds holding in top 10

Funds holding in top 10: 1211 (-1)

Holders
1,478
Holders Change
+60
Holders Change %
+4.23%
% of All Funds
23.76%
Holding in Top 10
11
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-8.33%
% of All Funds
0.18%
New
171
Increased
536
Reduced
527
Closed
84
Calls
$609M
Puts
$485M
Net Calls
+$124M
Net Calls Change
+$189M
Name Holding Trade Value Shares
Change
Change in
Stake
GFWA
1326
Grey Fox Wealth Advisors
Delaware
$64.4K +$64.2K +408 New
SSG
1327
Summit Securities Group
New York
$64K -$105K -668 -62%
ETH
1328
Exos TFP Holdings
New York
$64K +$63.7K +405 New
CH
1329
Canton Hathaway
Rhode Island
$63K
C
1330
Covestor
United Kingdom
$63K +$5.98K +38 +10%
GI
1331
Gradient Investments
Minnesota
$61.9K -$1.26K -8 -2%
PMFA
1332
Plante Moran Financial Advisors
Michigan
$60.5K +$2.99K +19 +5%
MAWCM
1333
Mine & Arao Wealth Creation & Management
California
$59.7K
WAM
1334
WFA Asset Management
Wisconsin
$56.8K +$472 +3 +0.8%
LSA
1335
Leonteq Securities AG
Switzerland
$55.4K -$1.89K -12 -3%
VC
1336
Vestor Capital
Illinois
$54K +$6.14K +39 +13%
ATC
1337
Adirondack Trust Company
New York
$53.4K
CWC
1338
Carolinas Wealth Consulting
North Carolina
$53.3K +$19K +121 +3%
FMTCOCP
1339
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$53K
USCWA
1340
U.S. Capital Wealth Advisors
Texas
$52.4K +$52.3K +332 New
MFA
1341
McClarren Financial Advisors
Pennsylvania
$52K -$157 -1 -0.3%
OSNBOA
1342
Old Second National Bank of Aurora
Illinois
$51.5K
CCA
1343
Column Capital Advisors
Indiana
$47.9K
JFGIW
1344
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$47.4K
SWA
1345
SOA Wealth Advisors
New York
$47.4K
NF
1346
Norwood Financial
Pennsylvania
$46.1K
FFC
1347
First Financial Corp
Indiana
$45.8K
CPG
1348
Cornerstone Planning Group
New Jersey
$45.5K +$48.3K +307 New
AWM
1349
Accel Wealth Management
Iowa
$44.2K +$315 +2 +0.7%
VWM
1350
Valley Wealth Managers
New Jersey
$43.4K -$18.6K -118 -30%

PNC Hedge Fund Activity: Q4 2022 in Review

1,478 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in PNC Financial Services (PNC) for Q4 2022, worth a combined $52.1B — up 3.6% from $50.3B a quarter earlier.

Buyers outnumbered sellers: 171 funds opened new PNC positions and 84 closed out — a net gain of 87 holders — while 536 added to existing stakes and 527 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $164M. The largest seller was Wellington Management Group, cutting an estimated $650M.

  • 1,478 institutional investors held PNC Financial Services (PNC) as of Q4 2022, up from 1,418 in Q3 2022.
  • Funds reported $52.1B of PNC Financial Services stock for Q4 2022, up 3.6% quarter-over-quarter.
  • 171 funds opened new PNC Financial Services positions in Q4 2022 and 84 closed out, a net change of +87 holders.
  • The largest PNC Financial Services buyer in Q4 2022 was Morgan Stanley, an estimated $164M added.
  • The largest PNC Financial Services seller in Q4 2022 was Wellington Management Group, an estimated $650M sold.

Based on aggregated 13F filings for Q4 2022.