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PNC Financial Services

1,417 hedge funds and large institutions have $41.1B invested in PNC Financial Services in 2023 Q1 according to their latest regulatory filings, with 121 funds opening new positions, 591 increasing their positions, 498 reducing their positions, and 150 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more call options, than puts

Call options by funds: $654M | Put options by funds: $502M

19% more repeat investments, than reductions

Existing positions increased: 591 | Existing positions reduced: 498

0.9% less ownership

Funds ownership: 81.76%80.85% (-0.9%)

4% less funds holding

Funds holding: 1,4781,417 (-61)

18% less funds holding in top 10

Funds holding in top 10: 119 (-2)

19% less first-time investments, than exits

New positions opened: 121 | Existing positions closed: 150

21% less capital invested

Capital invested by funds: $52.1B → $41.1B (-$11B)

Holders
1,417
Holders Change
-61
Holders Change %
-4.13%
% of All Funds
22.58%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.14%
New
121
Increased
591
Reduced
498
Closed
150
Calls
$654M
Puts
$502M
Net Calls
+$152M
Net Calls Change
+$27.8M
Name Holding Trade Value Shares
Change
Change in
Stake
FRM
1476
Fox Run Management
Connecticut
-$276K -1,745 Closed
KFC
1477
Klingenstein Fields & Co
New York
-$269K -1,703 Closed
AI
1478
Atom Investors
Texas
-$267K -1,690 Closed
SW
1479
SteelPeak Wealth
California
-$264K -1,673 Closed
MIA
1480
MainStreet Investment Advisors
Illinois
-$263K -1,663 Closed
CFA
1481
CWS Financial Advisors
Michigan
-$291K -1,658 Closed
KP
1482
Keel Point
Alabama
-$261K -1,652 Closed
NPF
1483
Norris Perne & French
Michigan
-$261K -1,650 Closed
NP
1484
NorthRock Partners
Minnesota
-$256K -1,622 Closed
RPWA
1485
Regent Peak Wealth Advisors
Georgia
-$248K -1,568 Closed
EFS
1486
Econ Financial Services
Pennsylvania
-$246K -1,560 Closed
AWA
1487
Arkadios Wealth Advisors
Georgia
-$239K -1,516 Closed
AWA
1488
AmeriServ Wealth Advisors
Pennsylvania
-$239K -1,512 Closed
EFSCE
1489
Enterprise Financial Services Corp (EFSC)
Missouri
-$238K -1,510 Closed
HBWM
1490
Hollow Brook Wealth Management
New York
-$237K -1,500 Closed
DWA
1491
Douglass Winthrop Advisors
New York
-$232K -1,471 Closed
CFG
1492
Compton Financial Group
Maryland
-$230K -1,458 Closed
MWA
1493
MFA Wealth Advisors
Pennsylvania
-$230K -1,455 Closed
TFCP
1494
Twin Focus Capital Partners
Massachusetts
-$229K -1,451 Closed
MAA
1495
Mraz Amerine & Associates
California
-$228K -1,446 Closed
FFA
1496
Founders Financial Alliance
North Carolina
-$227K -1,437 Closed
MTWM
1497
Masso Torrence Wealth Management
New Jersey
-$227K -1,435 Closed
CAM
1498
Cozad Asset Management
Illinois
-$224K -1,420 Closed
WHG
1499
Westwood Holdings Group
Texas
-$224K -1,420 Closed
H
1500
HoyleCohen
California
-$223K -1,415 Closed

PNC Hedge Fund Activity: Q1 2023 in Review

1,417 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in PNC Financial Services (PNC) for Q1 2023, worth a combined $41.1B — down 21% from $52.1B a quarter earlier.

Sellers outnumbered buyers: 150 funds closed out of PNC and 121 opened new positions — a net loss of 29 holders — while 498 trimmed existing stakes and 591 added.

The largest buyer was T. Rowe Price Associates, adding an estimated $1.14B. The largest seller was Capital Research Global Investors, cutting an estimated $1.84B.

  • 1,417 institutional investors held PNC Financial Services (PNC) as of Q1 2023, down from 1,478 in Q4 2022.
  • Funds reported $41.1B of PNC Financial Services stock for Q1 2023, down 21% quarter-over-quarter.
  • 121 funds opened new PNC Financial Services positions in Q1 2023 and 150 closed out, a net change of -29 holders.
  • The largest PNC Financial Services buyer in Q1 2023 was T. Rowe Price Associates, an estimated $1.14B added.
  • The largest PNC Financial Services seller in Q1 2023 was Capital Research Global Investors, an estimated $1.84B sold.

Based on aggregated 13F filings for Q1 2023.