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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
MIA
1376
MeadowBrook Investment Advisors
Michigan
$40.9K +$34.2K +264 New
CCM
1377
Chilton Capital Management
Texas
$40.7K
TH
1378
TCTC Holdings
Texas
$40.4K +$30.9K +239 +1,086%
LWANC
1379
Laurel Wealth Advisors (North Carolina)
North Carolina
$39.5K
MIFH
1380
Migdal Insurance & Financial Holdings
Israel
$39K -$92.7K -716 -74%
TFM
1381
TFC Financial Management
Massachusetts
$37.1K +$1.42K +11 +5%
DFA
1382
DHJJ Financial Advisors
Illinois
$36.9K
RWM
1383
Ruedi Wealth Management
Illinois
$36.1K
TSWM
1384
Tyler-Stone Wealth Management
Ohio
$36.1K
NC
1385
NewSquare Capital
Pennsylvania
$34.5K -$1.04K -8 -3%
PO
1386
Private Ocean
California
$34.4K
CCA
1387
Criterion Capital Advisors
Tennessee
$31.9K +$26.7K +206 New
HGA
1388
Hobbs Group Advisors
South Carolina
$31.9K +$26.7K +206 New
CWAF
1389
Core Wealth Advisors (Florida)
Florida
$31.3K +$26.2K +202 New
FGA
1390
Fortis Group Advisors
New Jersey
$31K +$12.9K +100 +100%
AWM
1391
Abound Wealth Management
Tennessee
$30.3K +$1.29K +10 +5%
OIAM
1392
OFI Invest Asset Management
France
$30K -$259 -2 -0.9%
JGIA
1393
Jackson Grant Investment Advisers
Connecticut
$29.4K
WIM
1394
Westside Investment Management
California
$29K
FFO
1395
Fortitude Family Office
Arizona
$28.2K +$23.6K +182 New
HGERS
1396
Householder Group Estate & Retirement Specialist
Arizona
$28K +$18.1K +140 +350%
SWM
1397
Sugarloaf Wealth Management
Georgia
$26.9K
WFA
1398
West Financial Advisors
Iowa
$26.9K
GWMI
1399
Guardian Wealth Management (Illinois)
Illinois
$26.7K +$259 +2 +1%
KA
1400
Kozak & Associates
Colorado
$26.7K +$259 +2 +1%

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.