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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
CIR
1426
Clear Investment Research
Georgia
$16.3K +$13.6K +105 New
PK
1427
Pflug Koory
Nebraska
$15.5K
WOC
1428
West Oak Capital
California
$15K
SC
1429
Solstein Capital
California
$14.9K
RWML
1430
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$14.9K
PB
1431
Pinnacle Bancorp
Nebraska
$13.8K
MA
1432
Montag & Associates
Georgia
$13.2K
CNBTD
1433
Citizens National Bank Trust Department
Mississippi
$12.9K
BCMLT
1434
Beacon Capital Management LLC (Tennessee)
Tennessee
$12.3K
TCWA
1435
Turtle Creek Wealth Advisors
Texas
$12.2K +$10.2K +79 New
AA
1436
Addison Advisors
Vermont
$11K
LF
1437
Lee Financial
Texas
$10.7K +$2.72K +21 +44%
LSA
1438
Leonteq Securities AG
Switzerland
$10.7K +$8.93K +69 New
1832 Asset Management
1439
1832 Asset Management
Ontario, Canada
$10.4K
TWM
1440
Tradition Wealth Management
Minnesota
$10K -$647 -5 -7%
RIM
1441
Rockbridge Investment Management
New York
$9.76K +$8.16K +63 New
VAMG
1442
Voisard Asset Management Group
Michigan
$9.6K +$8.03K +62 New
IGWM
1443
ICA Group Wealth Management
Colorado
$9.6K +$8.03K +62 New
CTC
1444
Cetera Trust Company
Minnesota
$9.14K +$7.64K +59 New
ITIM
1445
Indiana Trust & Investment Management
Indiana
$8.98K
DWMG
1446
DB Wealth Management Group
California
$8.52K
HWP
1447
Highline Wealth Partners
California
$8.52K +$7.12K +55 New
AWM
1448
AllSquare Wealth Management
New York
$7.74K -$6.47K -50 -50%
GWMIA
1449
Global Wealth Management Investment Advisory
Florida
$7.74K
HWA
1450
HHM Wealth Advisors
Tennessee
$7.74K

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.