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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
BCM
1526
BTC Capital Management
Iowa
-$244K -1,636 Closed
CCMD
1527
Cypress Capital Management (Delaware)
Delaware
-$244K -1,635 Closed
WPA
1528
Winning Points Advisors
Florida
-$246K -1,625 Closed
JWWM
1529
Johnson & White Wealth Management
Pennsylvania
-$237K -1,584 Closed
WJA
1530
Willis Johnson & Associates
Texas
-$220K -1,469 Closed
CCA
1531
Childress Capital Advisors
Texas
-$215K -1,439 Closed
OHIS
1532
Oak Harvest Investment Services
Texas
-$208K -1,393 Closed
IIC
1533
Ironwood Investment Counsel
Arizona
-$206K -1,385 Closed
FIM
1534
Freedom Investment Management
Connecticut
-$206K -1,380 Closed
BIA
1535
BHK Investment Advisors
Alabama
-$203K -1,356 Closed
T
1536
TCWP
Ohio
-$201K -1,350 Closed
LP
1537
LGL Partners
Pennsylvania
-$201K -1,345 Closed
EIP
1538
Ellis Investment Partners
Pennsylvania
-$196K -1,312 Closed
ACM
1539
Advisors Capital Management
New Jersey
-$207K -1,270 Closed
HR
1540
Howe & Rusling
New York
-$167K -1,117 Closed
IUHSA
1541
Itau Unibanco Holding S.A.
Brazil
-$165K -1,102 Closed
RIA
1542
Realta Investment Advisors
Delaware
-$131K -879 Closed
SWM
1543
Stapp Wealth Management
Washington
-$117K -784 Closed
CWM
1544
Castle Wealth Management
Florida
-$112K -748 Closed
FA
1545
Financial Advantage
Maryland
-$111K -743 Closed
IAMOG
1546
Investors Asset Management of Georgia
Georgia
-$78K -523 Closed
ODG
1547
O'Dell Group
Ohio
-$67K -449 Closed
TIM
1548
Tevis Investment Management
Texas
-$67K -447 Closed
EW
1549
Evoke Wealth
California
-$47K -316 Closed
CFFP
1550
Center for Financial Planning
Michigan
-$37K -250 Closed

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.