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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
TVAMP
1401
Tennessee Valley Asset Management Partners
Tennessee
$26.3K +$22K +170 New
BCA
1402
Bray Capital Advisors
Florida
$25.9K
ASBI
1403
American State Bank (Iowa)
Iowa
$25.9K +$13.6K +105 +169%
CPG
1404
Cornerstone Planning Group
New Jersey
$25.9K -$2.85K -22 -12%
CTB
1405
Country Trust Bank
Illinois
$24.2K
BWM
1406
BKM Wealth Management
Wisconsin
$23.8K +$19.9K +154 New
AIM
1407
Anchor Investment Management
South Carolina
$23.7K -$518 -4 -3%
SN
1408
Sittner & Nelson
Oregon
$23.2K
TWD
1409
True Wealth Design
Ohio
$23.2K +$19.4K +150 New
FCA
1410
FinTrust Capital Advisors
South Carolina
$23.1K +$7.64K +59 +66%
CIA
1411
Cape Investment Advisory
Georgia
$22.8K
APC
1412
Aspire Private Capital
North Carolina
$22.2K -$777 -6 -4%
FP
1413
Financial Perspectives
Minnesota
$22K
OP
1414
ORG Partners
Indiana
$21.5K -$2.85K -22 -14%
GKIM
1415
GW&K Investment Management
Massachusetts
$20K +$388 +3 +2%
FCG
1416
Financial Connections Group
California
$20K +$17K +131 New
NL
1417
NVWM LLC
Pennsylvania
$19.4K
AWM
1418
Able Wealth Management
New Jersey
$19.4K +$16.2K +125 New
S
1419
Sachetta
Massachusetts
$19.2K +$16.1K +124 New
BSWA
1420
Bromfield Sneider Wealth Advisors
Massachusetts
$19K
JWM
1421
Janiczek Wealth Management
Colorado
$18.9K +$5.05K +39 +47%
TLA
1422
Tanglewood Legacy Advisors
Texas
$18.6K
ANBT
1423
American National Bank & Trust
Texas
$18.6K +$15.5K +120 New
RWPA
1424
Richard W. Paul & Associates
Michigan
$17.3K -$3.88K -30 -21%
PIM
1425
Plato Investment Management
Australia
$16.6K +$13.9K +107 New

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.