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PNC Financial Services

1,417 hedge funds and large institutions have $41.1B invested in PNC Financial Services in 2023 Q1 according to their latest regulatory filings, with 121 funds opening new positions, 591 increasing their positions, 498 reducing their positions, and 150 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more call options, than puts

Call options by funds: $654M | Put options by funds: $502M

19% more repeat investments, than reductions

Existing positions increased: 591 | Existing positions reduced: 498

0.9% less ownership

Funds ownership: 81.76%80.85% (-0.9%)

4% less funds holding

Funds holding: 1,4781,417 (-61)

18% less funds holding in top 10

Funds holding in top 10: 119 (-2)

19% less first-time investments, than exits

New positions opened: 121 | Existing positions closed: 150

21% less capital invested

Capital invested by funds: $52.1B → $41.1B (-$11B)

Holders
1,417
Holders Change
-61
Holders Change %
-4.13%
% of All Funds
22.58%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.14%
New
121
Increased
591
Reduced
498
Closed
150
Calls
$654M
Puts
$502M
Net Calls
+$152M
Net Calls Change
+$27.8M
Name Holding Trade Value Shares
Change
Change in
Stake
BIA
1326
Bell Investment Advisors
California
$24.9K -$8.29K -55 -22%
NFSG
1327
Newbridge Financial Services Group
Florida
$24.3K +$151 +1 +0.5%
JGIA
1328
Jackson Grant Investment Advisers
Connecticut
$24.1K
AWM
1329
Abound Wealth Management
Tennessee
$23.6K -$10.4K -69 -27%
DCM
1330
Disciplina Capital Management
Tennessee
$23.2K -$2.87K -19 -9%
FCA
1331
Fortis Capital Advisors
Kansas
$22.9K +$27.1K +180 New
WFA
1332
West Financial Advisors
Iowa
$22.1K
MWM
1333
Mascoma Wealth Management
New Hampshire
$22K +$5.88K +39 +30%
KA
1334
Kozak & Associates
Colorado
$21.9K +$151 +1 +0.6%
BCA
1335
Bray Capital Advisors
Florida
$21.2K
GWMI
1336
Guardian Wealth Management (Illinois)
Illinois
$21.1K +$302 +2 +1%
EWM
1337
Endurance Wealth Management
Rhode Island
$20K
RWPA
1338
Richard W. Paul & Associates
Michigan
$20K +$3.62K +24 +18%
CTB
1339
Country Trust Bank
Illinois
$19.8K
SN
1340
Sittner & Nelson
Oregon
$19.1K
HFM
1341
Harvest Fund Management
China
$19K -$102K -675 -82%
CIA
1342
Cape Investment Advisory
Georgia
$18.7K +$22.2K +147 New
QL
1343
Quarry LP
New York
$18.2K +$21.6K +143 New
FP
1344
Financial Perspectives
Minnesota
$18K
AWM
1345
AllSquare Wealth Management
New York
$17.8K
CNBTD
1346
Citizens National Bank Trust Department
Mississippi
$17.5K
APC
1347
Aspire Private Capital
North Carolina
$16.3K +$13.4K +89 +228%
FSWA
1348
Financial Synergies Wealth Advisors
Texas
$16.2K +$17.9K +119 +1,488%
FCG
1349
Financial Connections Group
California
$16K
SIC
1350
SJS Investment Consulting
Ohio
$15.9K -$1.96K -13 -9%

PNC Hedge Fund Activity: Q1 2023 in Review

1,417 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in PNC Financial Services (PNC) for Q1 2023, worth a combined $41.1B — down 21% from $52.1B a quarter earlier.

Sellers outnumbered buyers: 150 funds closed out of PNC and 121 opened new positions — a net loss of 29 holders — while 498 trimmed existing stakes and 591 added.

The largest buyer was T. Rowe Price Associates, adding an estimated $1.14B. The largest seller was Capital Research Global Investors, cutting an estimated $1.84B.

  • 1,417 institutional investors held PNC Financial Services (PNC) as of Q1 2023, down from 1,478 in Q4 2022.
  • Funds reported $41.1B of PNC Financial Services stock for Q1 2023, down 21% quarter-over-quarter.
  • 121 funds opened new PNC Financial Services positions in Q1 2023 and 150 closed out, a net change of -29 holders.
  • The largest PNC Financial Services buyer in Q1 2023 was T. Rowe Price Associates, an estimated $1.14B added.
  • The largest PNC Financial Services seller in Q1 2023 was Capital Research Global Investors, an estimated $1.84B sold.

Based on aggregated 13F filings for Q1 2023.