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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
NFSG
1376
Newbridge Financial Services Group
Florida
$29.9K -$3.62K -23 -11%
EC
1377
Elequin Capital
New York
$28.4K +$28.3K +180 New
WFA
1378
West Financial Advisors
Iowa
$27.5K
KA
1379
Kozak & Associates
Colorado
$27K +$315 +2 +1%
BWM
1380
BerganKDV Wealth Management
Minnesota
$26.9K
BCA
1381
Bray Capital Advisors
Florida
$26.4K
GWMI
1382
Guardian Wealth Management (Illinois)
Illinois
$25.9K +$157 +1 +0.6%
EWM
1383
Endurance Wealth Management
Rhode Island
$25K
CTB
1384
Country Trust Bank
Illinois
$24.6K
RFS
1385
Retirement Financial Solutions
Tennessee
$24.6K +$24.6K +156 New
SN
1386
Sittner & Nelson
Oregon
$23.7K
CDIA
1387
Capital Directions Investment Advisors
Georgia
$23.7K +$23.6K +150 New
FIA
1388
FNY Investment Advisers
New York
$23K +$23.6K +150 New
JWM
1389
Janiczek Wealth Management
Colorado
$22.5K
FP
1390
Financial Perspectives
Minnesota
$22.4K
AWM
1391
AllSquare Wealth Management
New York
$22.1K +$22K +140 New
CNBTD
1392
Citizens National Bank Trust Department
Mississippi
$22K
SIC
1393
SJS Investment Consulting
Ohio
$21.8K -$630 -4 -3%
BCMLT
1394
Beacon Capital Management LLC (Tennessee)
Tennessee
$21.8K +$5.98K +38 +38%
RWPA
1395
Richard W. Paul & Associates
Michigan
$21K +$20.9K +133 New
MWM
1396
Mascoma Wealth Management
New Hampshire
$20.5K
FCG
1397
Financial Connections Group
California
$20K
VF
1398
VitalStone Financial
Texas
$20K +$19.7K +125 New
NL
1399
NVWM LLC
Pennsylvania
$19.7K
OA
1400
Operose Advisors
Wisconsin
$19.6K

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.