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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
PMFA
1351
Plante Moran Financial Advisors
Michigan
$63.2K
NFA
1352
Northwest Financial Advisors
Virginia
$59.2K +$49.5K +382 New
MAWCM
1353
Mine & Arao Wealth Creation & Management
California
$58.5K
MFA
1354
McClarren Financial Advisors
Pennsylvania
$58K +$4.53K +35 +10%
CFD
1355
Creative Financial Designs
Indiana
$56.2K +$7.25K +56 +18%
PP
1356
PrairieView Partners
Minnesota
$56K
CT
1357
Clearstead Trust
Maine
$55.1K -$11.7K -90 -20%
WTA
1358
Washington Trust Advisors
Massachusetts
$54.8K
FWA
1359
FSC Wealth Advisors
New York
$54.2K
EWM
1360
Evermay Wealth Management
Virginia
$53K -$137K -1,056 -76%
BIA
1361
Bell Investment Advisors
California
$52.8K +$19.2K +148 +77%
TFA
1362
Toth Financial Advisory
Virginia
$51.9K +$8.42K +65 +24%
WAM
1363
WFA Asset Management
Wisconsin
$51.6K +$518 +4 +1%
VWM
1364
Venturi Wealth Management
Texas
$50.3K
FMTCOCP
1365
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$49K
CYG
1366
Clean Yield Group
Vermont
$48.8K
MHR
1367
Matthew Hamilton Rosenberg
$48.8K
LWA
1368
Lowe Wealth Advisors
Maryland
$47.7K
ATC
1369
Adirondack Trust Company
New York
$47.7K -$1.81K -14 -4%
CAC
1370
Core Alternative Capital
Georgia
$46.5K -$19.3K -149 -33%
SWA
1371
SOA Wealth Advisors
New York
$46.5K
GWS
1372
Glassman Wealth Services
Virginia
$46K -$12.2K -94 -24%
FFC
1373
First Financial Corp
Indiana
$44.9K
TFIPS
1374
Towarzystwo Funduszy Inwestycyjnych PZU SA
$44.6K +$37.3K +288 New
QL
1375
Quarry LP
New York
$43K +$18K +139 +100%

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.