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PNC Financial Services

1,387 hedge funds and large institutions have $40.9B invested in PNC Financial Services in 2023 Q2 according to their latest regulatory filings, with 103 funds opening new positions, 542 increasing their positions, 528 reducing their positions, and 122 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more funds holding in top 10

Funds holding in top 10: 910 (+1)

3% more repeat investments, than reductions

Existing positions increased: 542 | Existing positions reduced: 528

0.48% more ownership

Funds ownership: 80.85%81.33% (+0.48%)

0% less capital invested

Capital invested by funds: $41.1B → $40.9B (-$169M)

8% less call options, than puts

Call options by funds: $531M | Put options by funds: $574M

2% less funds holding

Funds holding: 1,4171,387 (-30)

16% less first-time investments, than exits

New positions opened: 103 | Existing positions closed: 122

Holders
1,387
Holders Change
-30
Holders Change %
-2.12%
% of All Funds
21.78%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.16%
New
103
Increased
542
Reduced
528
Closed
122
Calls
$531M
Puts
$574M
Net Calls
-$43.6M
Net Calls Change
-$196M
Name Holding Trade Value Shares
Change
Change in
Stake
ME
1351
McIlrath & Eck
Washington
$5.42K -$733 -6 -12%
IFAM
1352
Institutional & Family Asset Management
Colorado
$5.42K
WWP
1353
WR Wealth Planners
Missouri
$5.42K
BG
1354
Bollard Group
Massachusetts
$5K +$4.89K +40 New
MWM
1355
Mascoma Wealth Management
New Hampshire
$4.94K -$16K -131 -78%
AAG
1356
Armstrong Advisory Group
Massachusetts
$4.66K
CFFP
1357
Center for Financial Planning
Michigan
$4.41K +$4.28K +35 New
SIA
1358
SkyView Investment Advisors
New Jersey
$4K +$2.08K +17 +100%
FWM
1359
Focused Wealth Management
New York
$3.69K
MSFP
1360
Mark Sheptoff Financial Planning
Connecticut
$3.53K
FBC
1361
Fairfield, Bush & Co
Connecticut
$3.53K +$3.42K +28 New
TCA
1362
Trifecta Capital Advisors
Illinois
$3.4K
RTL
1363
Red Tortoise LLC
Georgia
$3.4K +$3.3K +27 New
CAC
1364
Certified Advisory Corp
Florida
$3.15K -$1.22K -10 -29%
WWM
1365
Wolff Wiese Magana
California
$3.15K +$1.83K +15 +150%
PA
1366
PSI Advisors
Florida
$3.15K +$3.06K +25 New
KFP
1367
KB Financial Partners
New Jersey
$3K
AW
1368
Avion Wealth
Texas
$3K +$2.44K +20 +500%
CQS
1369
Credential Qtrade Securities
$2.64K -$2.08K -17 -45%
CBT
1370
CoreFirst Bank & Trust
Kansas
$2.39K
NCM
1371
Northwest Capital Management
Oregon
$2.14K +$2.08K +17 New
2L
1372
25 LLC
Missouri
$2.08K
SFCL
1373
Strengthening Families & Communities LLC
Massachusetts
$2K +$2.32K +19 New
TIM
1374
Tortoise Investment Management
New York
$1.76K
ETC
1375
Exchange Traded Concepts
Oklahoma
$1.64K -$1.59K -13 -50%