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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
HWA
1376
HHM Wealth Advisors
Tennessee
$8.01K +$7.54K +50 +385%
CG
1377
Cutler Group
California
$8K +$1.81K +12 +24%
ASBI
1378
American State Bank (Iowa)
Iowa
$7.88K
AWM
1379
Atticus Wealth Management
Florida
$7.12K +$8.44K +56 New
FCA
1380
FinTrust Capital Advisors
South Carolina
$7.11K
TFGT
1381
TS Financial Group (TSFG)
Illinois
$7K
DWMG
1382
DB Wealth Management Group
California
$6.99K
IGWM
1383
ICA Group Wealth Management
Colorado
$6.48K -$4.52K -30 -37%
ACM
1384
Antonetti Capital Management
Florida
$6.36K
ME
1385
McIlrath & Eck
Washington
$6.23K +$905 +6 +14%
TF
1386
TimeScale Financial
Massachusetts
$6.11K -$7.24K -48 -50%
IFAM
1387
Institutional & Family Asset Management
Colorado
$5.46K
WWP
1388
WR Wealth Planners
Missouri
$5.46K +$3.77K +25 +139%
HGERS
1389
Householder Group Estate & Retirement Specialist
Arizona
$5K +$6.18K +41 New
LF
1390
Lee Financial
Texas
$4.96K -$4.98K -33 -46%
APW
1391
Acima Private Wealth
Virginia
$4.83K
CQS
1392
Credential Qtrade Securities
$4.83K +$5.73K +38 New
AAG
1393
Armstrong Advisory Group
Massachusetts
$4.7K
CAC
1394
Certified Advisory Corp
Florida
$4.45K +$5.28K +35 New
Parallax Volatility Advisers
1395
Parallax Volatility Advisers
California
$3.81K +$4.52K +30 New
FWM
1396
Focused Wealth Management
New York
$3.68K
MSFP
1397
Mark Sheptoff Financial Planning
Connecticut
$3.56K
TCA
1398
Trifecta Capital Advisors
Illinois
$3.43K -$5.88K -39 -59%
ETC
1399
Exchange Traded Concepts
Oklahoma
$3.31K -$151 -1 -4%
KFP
1400
KB Financial Partners
New Jersey
$3K

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.