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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
AIP
1401
Ahrens Investment Partners
Louisiana
$2.92K +$3.47K +23 New
OIA
1402
Optimum Investment Advisors
Illinois
$2.54K
TH
1403
TCTC Holdings
Texas
$2.54K +$2.56K +17 +567%
CBT
1404
CoreFirst Bank & Trust
Kansas
$2.42K -$2.56K -17 -47%
SIA
1405
SkyView Investment Advisors
New Jersey
$2K +$2.56K +17 New
2L
1406
25 LLC
Missouri
$1.87K +$2.41K +16 New
ACA
1407
Atlas Capital Advisors
Wyoming
$1.78K
TIM
1408
Tortoise Investment Management
New York
$1.78K
NSG
1409
Nalls Sherbakoff Group
Tennessee
$1.52K +$1.81K +12 New
ECM
1410
Everence Capital Management
Indiana
$1.42K
AIC
1411
Archer Investment Corporation
Indiana
$1.4K +$151 +1 +10%
WWM
1412
Wolff Wiese Magana
California
$1.27K -$754 -5 -33%
UFF
1413
USA Financial Formulas
Michigan
$1.14K +$1.36K +9 New
CWM
1414
Cranbrook Wealth Management
Michigan
$1.09K
SC
1415
Schubert & Co
Texas
$1.02K -$2.87K -19 -70%
FGAM
1416
Financial Gravity Asset Management
Texas
$824 +$9.65K +64 +41%
JWM
1417
Janiczek Wealth Management
Colorado
$610 -$19.3K -128 -96%
ASC
1418
Atalanta Sosnoff Capital
New York
-$45M -285,008 Closed
CF
1419
Covea Finance
France
-$29.3M -185,213 Closed
Walleye Capital
1420
Walleye Capital
New York
-$26.5M -175,959 Closed
BA
1421
Bridgewater Associates
Connecticut
-$26.8M -169,842 Closed
Jacobs Levy Equity Management
1422
Jacobs Levy Equity Management
New Jersey
-$20.1M -127,557 Closed
AIM
1423
Artemis Investment Management
United Kingdom
-$18.1M -113,860 Closed
CC
1424
Carlson Capital
Texas
-$15.3M -97,036 Closed
SCM
1425
Saba Capital Management
New York
-$11.6M -73,286 Closed

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.