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PNC Financial Services

1,569 hedge funds and large institutions have $61.4B invested in PNC Financial Services in 2024 Q3 according to their latest regulatory filings, with 141 funds opening new positions, 559 increasing their positions, 626 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more funds holding in top 10

Funds holding in top 10: 1220 (+8)

52% more first-time investments, than exits

New positions opened: 141 | Existing positions closed: 93

20% more capital invested

Capital invested by funds: $51.4B → $61.4B (+$10B)

2% more funds holding

Funds holding: 1,5381,569 (+31)

0.61% more ownership

Funds ownership: 83.11%83.72% (+0.61%)

3% less call options, than puts

Call options by funds: $415M | Put options by funds: $426M

11% less repeat investments, than reductions

Existing positions increased: 559 | Existing positions reduced: 626

Holders
1,569
Holders Change
+31
Holders Change %
+2.02%
% of All Funds
22.53%
Holding in Top 10
20
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+66.67%
% of All Funds
0.29%
New
141
Increased
559
Reduced
626
Closed
93
Calls
$415M
Puts
$426M
Net Calls
-$11.4M
Net Calls Change
-$96.3M
Name Holding Trade Value Shares
Change
Change in
Stake
FAG
1326
Fortitude Advisory Group
Washington
$223K +$211K +1,206 New
AWA
1327
Amplius Wealth Advisors
Pennsylvania
$223K +$211K +1,205 New
CWM
1328
Cornerstone Wealth Management
Missouri
$223K -$772K -4,405 -79%
MHC
1329
Meyer Handelman Company
New York
$222K +$210K +1,200 New
CSIC
1330
Clifford Swan Investment Counsel
California
$222K +$210K +1,199 New
BWA
1331
Burt Wealth Advisors
Maryland
$221K +$210K +1,197 New
CLA
1332
Carnegie Lake Advisors
New Jersey
$218K +$207K +1,180 New
FW
1333
FullCircle Wealth
Texas
$218K -$19.8K -113 -9%
RTC
1334
Riverview Trust Company
Washington
$217K +$877 +5 +0.4%
ACS
1335
Archford Capital Strategies
Illinois
$217K +$202K +1,153 New
LPT
1336
Legacy Private Trust
Wisconsin
$217K +$206K +1,175 New
PCH
1337
PGIM Custom Harvest
New Jersey
$217K +$206K +1,173 New
DWA
1338
Dougherty Wealth Advisers
Minnesota
$216K
DWM
1339
Drive Wealth Management
Utah
$216K +$205K +1,167 New
BWG
1340
Berry Wealth Group
Texas
$213K +$202K +1,151 New
W
1341
Wealthquest
Ohio
$212K +$207K +1,181 New
AA
1342
Aufman Associates
Pennsylvania
$212K +$201K +1,145 New
VCM
1343
Virtue Capital Management
Tennessee
$211K -$27.9K -159 -12%
SA
1344
Skyline Advisors
Washington
$211K +$200K +1,142 New
BMWM
1345
Brown Miller Wealth Management
Virginia
$211K +$200K +1,141 New
IC
1346
Iconiq Capital
California
$211K +$200K +1,139 New
IIC
1347
Ironwood Investment Counsel
Arizona
$211K +$200K +1,139 New
CIC
1348
Crawford Investment Counsel
Georgia
$209K -$33.5K -191 -14%
CTI
1349
Community Trust & Investment
Kentucky
$209K +$198K +1,129 New
DSC
1350
Duncker Streett & Co
Missouri
$207K -$20.9K -119 -10%

PNC Hedge Fund Activity: Q3 2024 in Review

1,569 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in PNC Financial Services (PNC) for Q3 2024, worth a combined $61.4B — up 20% from $51.4B a quarter earlier.

Buyers outnumbered sellers: 141 funds opened new PNC positions and 93 closed out — a net gain of 48 holders — while 559 added to existing stakes and 626 trimmed.

The largest buyer was Capital Research Global Investors, adding an estimated $1.24B. The largest seller was Wellington Management Group, cutting an estimated $1.22B.

  • 1,569 institutional investors held PNC Financial Services (PNC) as of Q3 2024, up from 1,538 in Q2 2024.
  • Funds reported $61.4B of PNC Financial Services stock for Q3 2024, up 20% quarter-over-quarter.
  • 141 funds opened new PNC Financial Services positions in Q3 2024 and 93 closed out, a net change of +48 holders.
  • The largest PNC Financial Services buyer in Q3 2024 was Capital Research Global Investors, an estimated $1.24B added.
  • The largest PNC Financial Services seller in Q3 2024 was Wellington Management Group, an estimated $1.22B sold.

Based on aggregated 13F filings for Q3 2024.