We are live on ! Find out more
PNC icon

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
AEPWM
1326
Atlantic Edge Private Wealth Management
Florida
$89K +$74.4K +575 New
SIM
1327
Sentry Investment Management
Wisconsin
$86K -$227K -1,756 -76%
RFG
1328
REAP Financial Group
Texas
$85.6K +$71.5K +552 New
CWP
1329
Concord Wealth Partners
Virginia
$84.6K -$21.9K -169 -24%
PS
1330
Planned Solutions
California
$84.2K +$70.4K +544 New
CAL
1331
Capital Advisors Ltd
Ohio
$84K -$2.85K -22 -4%
DPW
1332
DiNuzzo Private Wealth
Pennsylvania
$81.5K +$68.1K +526 New
WPWM
1333
Western Pacific Wealth Management
Illinois
$79.6K
TSW
1334
Thompson Siegel & Walmsley
Virginia
$79K
DCBT
1335
Dakota Community Bank & Trust
North Dakota
$78.2K +$4.53K +35 +7%
PWMG
1336
Private Wealth Management Group
New Jersey
$77.9K +$65.1K +503 New
BHWM
1337
Beaird Harris Wealth Management
Texas
$76.5K
GJIA
1338
Glass Jacobson Investment Advisors
Maryland
$75.7K -$11.4K -88 -15%
IRAG
1339
Investment Research & Advisory Group
Georgia
$75.6K
SL
1340
Salomon & Ludwin
Virginia
$75.3K
JFGIW
1341
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$74.2K +$647 +5 +1%
UM
1342
UniSuper Management
Australia
$73.1K +$61.1K +472 New
OA
1343
Operose Advisors
Wisconsin
$70K
SCM
1344
Silvant Capital Management
Georgia
$69.2K
RAM
1345
Riggs Asset Management
Pennsylvania
$67.4K -$26.3K -203 -32%
WIA
1346
Wetzel Investment Advisors
Indiana
$67K +$55.7K +430 New
RFA
1347
Resurgent Financial Advisors
Georgia
$66.1K
GCM
1348
Gables Capital Management
Florida
$66K +$16.7K +129 +43%
WBC
1349
West Branch Capital
Massachusetts
$65.8K
POIA
1350
Pin Oak Investment Advisors
Texas
$64K

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.