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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
MWP
1501
Meridian Wealth Partners
Pennsylvania
-$222K -1,403 Closed
AIA
1502
AIMZ Investment Advisors
California
-$221K -1,402 Closed
CWM
1503
Centurion Wealth Management
Virginia
-$221K -1,402 Closed
FC
1504
Fusion Capital
South Carolina
-$219K -1,385 Closed
HFBOT
1505
Home Federal Bank of Tennessee
Tennessee
-$219K -1,385 Closed
PP
1506
PDS Planning
Ohio
-$218K -1,381 Closed
FCH
1507
Freestone Capital Holdings
Washington
-$218K -1,380 Closed
WMA
1508
Wealth Management Associates
New Jersey
-$218K -1,379 Closed
BIM
1509
Bridges Investment Management
Nebraska
-$217K -1,375 Closed
WKWM
1510
Walter & Keenan Wealth Management
Indiana
-$217K -1,375 Closed
GD
1511
Grandfield & Dodd
New York
-$216K -1,368 Closed
DFG
1512
Delta Financial Group
New Jersey
-$213K -1,365 Closed
NFG
1513
Nadler Financial Group
Illinois
-$216K -1,365 Closed
BWM
1514
Baron Wealth Management
Michigan
-$215K -1,360 Closed
FFP
1515
FourThought Financial Partners
Florida
-$214K -1,356 Closed
AFCM
1516
Applied Finance Capital Management
Puerto Rico
-$213K -1,351 Closed
SCP
1517
Sender Company & Partners
New York
-$213K -1,350 Closed
RPC
1518
Rossmore Private Capital
Connecticut
-$213K -1,349 Closed
AP
1519
Appleton Partners
Massachusetts
-$213K -1,348 Closed
FWM
1520
FFT Wealth Management
Pennsylvania
-$212K -1,345 Closed
4WM
1521
44 Wealth Management
Oregon
-$212K -1,341 Closed
PPW
1522
Pasadena Private Wealth
California
-$211K -1,337 Closed
NPPM
1523
North Point Portfolio Managers
Ohio
-$209K -1,325 Closed
CSIC
1524
Clifford Swan Investment Counsel
California
-$209K -1,323 Closed
CCM
1525
Compton Capital Management
Rhode Island
-$208K -1,320 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.