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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
CHA
1351
Carmichael Hill & Associates
Maryland
$42.8K +$3.94K +25 +10%
CAL
1352
Capital Advisors Ltd
Ohio
$42K +$35.7K +227 +77%
R
1353
Rebalance
California
$40.7K +$40.6K +258 New
AWM
1354
Abound Wealth Management
Tennessee
$40.2K
BIA
1355
Bell Investment Advisors
California
$39.6K -$8.66K -55 -18%
VCM
1356
Versant Capital Management
Arizona
$38.5K -$630 -4 -2%
TFA
1357
Toth Financial Advisory
Virginia
$37.1K
TSWM
1358
Tyler-Stone Wealth Management
Ohio
$37K
RWM
1359
Ruedi Wealth Management
Illinois
$36.8K +$36.7K +233 New
EARNEST Partners
1360
EARNEST Partners
Georgia
$36.2K
TFM
1361
TFC Financial Management
Massachusetts
$36.2K +$315 +2 +0.9%
NC
1362
NewSquare Capital
Pennsylvania
$35.9K -$80.3K -510 -69%
AI
1363
AXS Investments
New York
$35.5K +$35.4K +225 New
SWM
1364
Sugarloaf Wealth Management
Georgia
$34.1K +$1.89K +12 +6%
TCWA
1365
Ten Capital Wealth Advisors
Washington
$33.6K
ACM
1366
AUA Capital Management
Pennsylvania
$33K
AIM
1367
Anchor Investment Management
South Carolina
$32.7K -$18.3K -116 -36%
FWA
1368
FSC Wealth Advisors
New York
$32.4K -$2.68K -17 -8%
DCBT
1369
Dakota Community Bank & Trust
North Dakota
$32K -$31.5K -200 -49%
DCM
1370
Disciplina Capital Management
Tennessee
$31.9K +$315 +2 +1%
HFM
1371
Hartford Financial Management
Connecticut
$31.6K
AF
1372
Affiance Financial
Minnesota
$31.6K +$31.5K +200 New
PO
1373
Private Ocean
California
$31.1K -$2.2K -14 -7%
JGIA
1374
Jackson Grant Investment Advisers
Connecticut
$30K
OWA
1375
One Wealth Advisors
California
$30K +$29.9K +190 New

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.