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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
NL
1351
NVWM LLC
Pennsylvania
$15.9K
BSWA
1352
Bromfield Sneider Wealth Advisors
Massachusetts
$15.6K
Credit Agricole
1353
Credit Agricole
France
$15.3K
TLA
1354
Tanglewood Legacy Advisors
Texas
$15.3K
DI
1355
Disciplined Investments
Oklahoma
$15.1K +$1.81K +12 +11%
BA
1356
Bellwether Advisors
Nebraska
$15.1K +$17.9K +119 New
KIG
1357
Kessler Investment Group
Indiana
$14.5K
KSWA
1358
Kathleen S. Wright Associates
Pennsylvania
$13.9K -$707K -4,689 -98%
OLVIG
1359
Oliver Lagore Vanvalin Investment Group
Michigan
$13.9K
DWA
1360
Delos Wealth Advisors
Texas
$13.2K
RMC
1361
Resources Management Corp
Connecticut
$13K -$5.07M -33,624 -99%
TWM
1362
Tradition Wealth Management
Minnesota
$13K +$5.28K +35 +53%
WOC
1363
West Oak Capital
California
$12.8K
MMG
1364
Monetary Management Group
Missouri
$12.7K -$188K -1,250 -93%
BCMLT
1365
Beacon Capital Management LLC (Tennessee)
Tennessee
$12.7K -$5.73K -38 -28%
PK
1366
Pflug Koory
Nebraska
$12.7K
UCB
1367
United Community Bank
South Carolina
$12.7K
PAI
1368
Pittenger & Anderson Inc
Nebraska
$12.6K
SC
1369
Solstein Capital
California
$12.2K
PB
1370
Pinnacle Bancorp
Nebraska
$11.3K
TJHA
1371
Thomas J. Herzfeld Advisors
Florida
$11.1K
LOIM
1372
Liberty One Investment Management
Illinois
$9.28K +$151 +1 +1%
AA
1373
Addison Advisors
Vermont
$9.03K -$1.06K -7 -9%
MWA
1374
Miller Wealth Advisors
Colorado
$9K +$10.3K +68 +971%
1832 Asset Management
1375
1832 Asset Management
Ontario, Canada
$8.52K

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.