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PNC Financial Services

1,410 hedge funds and large institutions have $41B invested in PNC Financial Services in 2023 Q1 according to their latest regulatory filings, with 120 funds opening new positions, 588 increasing their positions, 497 reducing their positions, and 150 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,410
Holders Change
-62
Holders Change %
-4.21%
% of All Funds
22.57%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.14%
New
120
Increased
588
Reduced
497
Closed
150
Calls
$654M
Puts
$502M
Net Calls
+$152M
Net Calls Change
+$27.8M
Name Holding Trade Value Shares
Change
Shares
Change %
WFA
1326
West Financial Advisors
Iowa
$22.1K
MWM
1327
Mascoma Wealth Management
New Hampshire
$22K +$5.08K +39 +30%
KA
1328
Kozak & Associates
Colorado
$21.9K +$127 +1 +0.6%
BCA
1329
Bray Capital Advisors
Florida
$21.2K
GWM
1330
Guardian Wealth Management
Illinois
$21.1K +$254 +2 +1%
EWM
1331
Endurance Wealth Management
Rhode Island
$20K
RWPA
1332
Richard W. Paul & Associates
Michigan
$20K +$3.05K +24 +18%
CTB
1333
Country Trust Bank
Illinois
$19.8K
SN
1334
Sittner & Nelson
Oregon
$19.1K
HFM
1335
Harvest Fund Management
China
$19K -$86.1K -675 -82%
CIA
1336
Cape Investment Advisory
Georgia
$18.7K +$18.7K +147 New
QL
1337
Quarry LP
New York
$18.2K +$18.2K +143 New
FP
1338
Financial Perspectives
Minnesota
$18K
AWM
1339
AllSquare Wealth Management
New York
$17.8K
CNBTD
1340
Citizens National Bank Trust Department
Mississippi
$17.5K
APC
1341
Aspire Private Capital
North Carolina
$16.3K +$11.3K +89 +228%
FSWA
1342
Financial Synergies Wealth Advisors
Texas
$16.2K +$15.1K +119 +1,488%
FCG
1343
Financial Connections Group
California
$16K
SIC
1344
SJS Investment Consulting
Ohio
$15.9K -$1.65K -13 -9%
NL
1345
NVWM LLC
Pennsylvania
$15.9K
BSWA
1346
Bromfield Sneider Wealth Advisors
Massachusetts
$15.6K
Credit Agricole
1347
Credit Agricole
France
$15.3K
TLA
1348
Tanglewood Legacy Advisors
Texas
$15.3K
DI
1349
Disciplined Investments
Oklahoma
$15.1K +$1.53K +12 +11%
BA
1350
Bellwether Advisors
Nebraska
$15.1K +$15.1K +119 New