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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
IFAM
1451
Institutional & Family Asset Management
Colorado
$6.81K +$129 +1 +2%
ME
1452
McIlrath & Eck
Washington
$6.66K
PA
1453
Pineridge Advisors
Missouri
$6.19K +$5.18K +40 New
TFGT
1454
TS Financial Group (TSFG)
Illinois
$6K -$2.07K -16 -29%
PA
1455
PSI Advisors
Florida
$5.88K
MWM
1456
Mascoma Wealth Management
New Hampshire
$5.88K -$2.59K -20 -34%
AAG
1457
Armstrong Advisory Group
Massachusetts
$5.73K -$8.93K -69 -65%
FRA
1458
Frank Rimerman Advisors
California
$5.73K +$4.79K +37 New
AW
1459
Avion Wealth
Texas
$5K +$3.88K +30 +750%
DF
1460
Dunhill Financial
United Kingdom
$4.8K +$4.01K +31 New
FWM
1461
Focused Wealth Management
New York
$4.65K
MSFP
1462
Mark Sheptoff Financial Planning
Connecticut
$4.34K
FBC
1463
Fairfield, Bush & Co
Connecticut
$4.34K +$3.63K +28 New
TCA
1464
Trifecta Capital Advisors
Illinois
$4.18K
ETC
1465
Exchange Traded Concepts
Oklahoma
$3.72K +$518 +4 +20%
SRCM
1466
Signature Resources Capital Management
California
$3.72K +$3.11K +24 New
KI
1467
Kapitalo Investimentos
Brazil
$3.41K +$2.85K +22 New
OSNBOA
1468
Old Second National Bank of Aurora
Illinois
$3.25K
HT
1469
Headlands Technologies
Illinois
$3.25K +$2.72K +21 New
CQS
1470
Credential Qtrade Securities
$3.25K
AT
1471
Arlington Trust
Alabama
$3.1K -$110K -846 -98%
WWM
1472
Wolff Wiese Magana
California
$3.1K +$1.29K +10 +100%
PGAM
1473
Princeton Global Asset Management
New Jersey
$3.1K +$2.59K +20 New
VNIM
1474
Vaughan Nelson Investment Management
Texas
$3K +$2.59K +20 New
VWA
1475
Valued Wealth Advisors
Utah
$2.82K +$2.98K +23 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.