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PNC Financial Services
PNC

Overview Fund Activity

1,489 hedge funds and large institutions have $52.1B invested in PNC Financial Services in 2023 Q4 according to their latest regulatory filings, with 212 funds opening new positions, 474 increasing their positions, 600 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,489
Holders Change
+118
Holders Change %
+8.61%
% of All Funds
21.83%
Holding in Top 10
13
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+30%
% of All Funds
0.19%
New
212
Increased
474
Reduced
600
Closed
73
Calls
$714M
Puts
$576M
Net Calls
+$138M
Net Calls Change
+$7.75M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$615M
2
Morgan Stanley
Morgan Stanley
New York
+$605M
3
Franklin Resources
Franklin Resources
California
+$472M
4
Capital International Investors
Capital International Investors
California
+$306M
5
Citadel Advisors
Citadel Advisors
Florida
+$305M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$268M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$212M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$159M
4
Federated Hermes
Federated Hermes
Pennsylvania
-$97.4M
5
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$96.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCMLT
1426
Beacon Capital Management LLC (Tennessee)
Tennessee
$12.3K – – –
TCWA
1427
Turtle Creek Wealth Advisors
Texas
$12.2K +$12.2K +79 New
AA
1428
Addison Advisors
Vermont
$11K – – –
LF
1429
Lee Financial
Texas
$10.7K +$3.25K +21 +44%
1832 Asset Management
1430
1832 Asset Management
Ontario, Canada
$10.4K – – –
TWM
1431
Tradition Wealth Management
Minnesota
$10K -$769 -5 -7%
RIM
1432
Rockbridge Investment Management
New York
$9.76K +$9.76K +63 New
VAMG
1433
Voisard Asset Management Group
Michigan
$9.6K +$9.6K +62 New
IGWM
1434
ICA Group Wealth Management
Colorado
$9.6K +$9.6K +62 New
CTC
1435
Cetera Trust Company
Minnesota
$9.14K +$9.14K +59 New
ITIM
1436
Indiana Trust & Investment Management
Indiana
$8.98K – – –
DWMG
1437
DB Wealth Management Group
California
$8.52K – – –
HWP
1438
Highline Wealth Partners
California
$8.52K +$8.52K +55 New
AWM
1439
AllSquare Wealth Management
New York
$7.74K -$7.74K -50 -50%
HWA
1440
HHM Wealth Advisors
Tennessee
$7.74K – – –
GWMIA
1441
Global Wealth Management Investment Advisory
Florida
$7.74K – – –
IFAM
1442
Institutional & Family Asset Management
Colorado
$6.81K +$155 +1 +2%
ME
1443
McIlrath & Eck
Washington
$6.66K – – –
PA
1444
Pineridge Advisors
Missouri
$6.19K +$6.19K +40 New
TFGT
1445
TS Financial Group (TSFG)
Illinois
$6K -$2.4K -16 -29%
PA
1446
PSI Advisors
Florida
$5.89K – – –
MWM
1447
Mascoma Wealth Management
New Hampshire
$5.88K -$3.1K -20 -34%
AAG
1448
Armstrong Advisory Group
Massachusetts
$5.73K -$10.7K -69 -65%
FRA
1449
Frank Rimerman Advisors
California
$5.73K +$5.73K +37 New
AW
1450
Avion Wealth
Texas
$5K +$4.41K +30 +750%
56 57
58
59 60