We are live on ! Find out more
PNC icon

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
NCM
1476
Northwest Capital Management
Oregon
$2.63K
SIC
1477
SJS Investment Consulting
Ohio
$2.48K -$647 -5 -24%
CAM
1478
ClariVest Asset Management
California
$2.48K +$1.55K +12 +300%
PIS
1479
POM Investment Strategies
North Carolina
$2.48K +$2.07K +16 New
TIM
1480
Tortoise Investment Management
New York
$2.17K
SA
1481
Scarborough Advisors
Maryland
$2.01K +$1.68K +13 New
NSG
1482
Nalls Sherbakoff Group
Tennessee
$1.86K
AIC
1483
Archer Investment Corporation
Indiana
$1.7K
CP
1484
Castleview Partners
Texas
$1.7K +$777 +6 +120%
FG
1485
Fairman Group
Pennsylvania
$1.55K +$1.29K +10 New
TWP
1486
TFO Wealth Partners
Ohio
$1.55K +$647 +5 +100%
DWA
1487
Delos Wealth Advisors
Texas
$1.39K -$12.3K -95 -91%
UFF
1488
USA Financial Formulas
Michigan
$1.39K
CWM
1489
Cranbrook Wealth Management
Michigan
$1.33K
FSWA
1490
Financial Synergies Wealth Advisors
Texas
$1.26K -$15.8K -122 -94%
BONH
1491
Bank of New Hampshire
New Hampshire
$1.08K
GCS
1492
Gordian Capital (Singapore)
Singapore
$1.08K
MWA
1493
Miller Wealth Advisors
Colorado
$1.08K
LIWM
1494
Long Island Wealth Management
New York
$1K +$647 +5 New
RS
1495
Rakuten Securities
Japan
$774 +$647 +5 New
TCM
1496
TD Capital Management
Tennessee
$619
AIMA
1497
Ables Iannone Moore & Associates
Georgia
$619 +$518 +4 New
SWC
1498
Spectrum Wealth Counsel
Indiana
$155 +$129 +1 New
DWM
1499
Dogwood Wealth Management
Kansas
$12
Marshall Wace
1500
Marshall Wace
United Kingdom
-$65.1M -530,554 Closed

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.