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PNC Financial Services

1,478 hedge funds and large institutions have $52.1B invested in PNC Financial Services in 2022 Q4 according to their latest regulatory filings, with 171 funds opening new positions, 536 increasing their positions, 527 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

104% more first-time investments, than exits

New positions opened: 171 | Existing positions closed: 84

26% more call options, than puts

Call options by funds: $609M | Put options by funds: $485M

4% more funds holding

Funds holding: 1,4181,478 (+60)

4% more capital invested

Capital invested by funds: $50.3B → $52.1B (+$1.83B)

2% more repeat investments, than reductions

Existing positions increased: 536 | Existing positions reduced: 527

0.41% less ownership

Funds ownership: 82.17%81.76% (-0.41%)

8% less funds holding in top 10

Funds holding in top 10: 1211 (-1)

Holders
1,478
Holders Change
+60
Holders Change %
+4.23%
% of All Funds
23.76%
Holding in Top 10
11
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-8.33%
% of All Funds
0.18%
New
171
Increased
536
Reduced
527
Closed
84
Calls
$609M
Puts
$485M
Net Calls
+$124M
Net Calls Change
+$189M
Name Holding Trade Value Shares
Change
Change in
Stake
FWM
1451
Focused Wealth Management
New York
$4.53K +$157 +1 +4%
MSFP
1452
Mark Sheptoff Financial Planning
Connecticut
$4.42K
ETC
1453
Exchange Traded Concepts
Oklahoma
$4.26K -$1.89K -12 -31%
AP
1454
Arlington Partners
Alabama
$4.26K
SC
1455
Schubert & Co
Texas
$4.26K
MPCL
1456
My Personal CFO LLC
Washington
$4.11K +$4.09K +26 New
LWANC
1457
Laurel Wealth Advisors (North Carolina)
North Carolina
$3.32K
OIA
1458
Optimum Investment Advisors
Illinois
$3.16K
KFP
1459
KB Financial Partners
New Jersey
$3K
WWP
1460
WR Wealth Planners
Missouri
$2.84K
WWM
1461
Wolff Wiese Magana
California
$2.37K -$62.5K -397 -96%
ACA
1462
Atlas Capital Advisors
Wyoming
$2.21K
TIM
1463
Tortoise Investment Management
New York
$2.21K
IAA
1464
Independent Advisor Alliance
North Carolina
$2.17K -$84.8K -539 -4%
HWA
1465
HHM Wealth Advisors
Tennessee
$2.05K +$2.05K +13 New
MSCM
1466
McElhenny Sheffield Capital Management
Texas
$2.05K +$2.05K +13 New
LFA
1467
Level Financial Advisors
New York
$2K +$1.57K +10 New
MYAM
1468
Meiji Yasuda Asset Management
Japan
$1.84K -$167K -1,060 -8%
ECM
1469
Everence Capital Management
Indiana
$1.76K -$305K -1,940 -15%
AIC
1470
Archer Investment Corporation
Indiana
$1.58K
CWM
1471
Cranbrook Wealth Management
Michigan
$1.36K
FSWA
1472
Financial Synergies Wealth Advisors
Texas
$1.26K
EE
1473
EWG Elevate
California
$1.11K +$1.1K +7 New
MWA
1474
Miller Wealth Advisors
Colorado
$1K
CCMI
1475
Creative Capital Management Investments
California
$1K +$1.26K +8 New

PNC Hedge Fund Activity: Q4 2022 in Review

1,478 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in PNC Financial Services (PNC) for Q4 2022, worth a combined $52.1B — up 3.6% from $50.3B a quarter earlier.

Buyers outnumbered sellers: 171 funds opened new PNC positions and 84 closed out — a net gain of 87 holders — while 536 added to existing stakes and 527 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $164M. The largest seller was Wellington Management Group, cutting an estimated $650M.

  • 1,478 institutional investors held PNC Financial Services (PNC) as of Q4 2022, up from 1,418 in Q3 2022.
  • Funds reported $52.1B of PNC Financial Services stock for Q4 2022, up 3.6% quarter-over-quarter.
  • 171 funds opened new PNC Financial Services positions in Q4 2022 and 84 closed out, a net change of +87 holders.
  • The largest PNC Financial Services buyer in Q4 2022 was Morgan Stanley, an estimated $164M added.
  • The largest PNC Financial Services seller in Q4 2022 was Wellington Management Group, an estimated $650M sold.

Based on aggregated 13F filings for Q4 2022.