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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
SCA
1551
Stonebridge Capital Advisors
Minnesota
-$92.3K -752 Closed
LCM
1552
Laurion Capital Management
New York
-$77.4K -598 Closed
RIA
1553
Realta Investment Advisors
Delaware
-$65.1K -517 Closed
CCP
1554
Carmel Capital Partners
California
-$39.7K -323 Closed
MIA
1555
Milestone Investment Advisors
Wisconsin
-$36.8K -300 Closed
VWM
1556
Valley Wealth Managers
New Jersey
-$33.8K -275 Closed
EARNEST Partners
1557
EARNEST Partners
Georgia
-$28.1K -229 Closed
AS
1558
AM Squared
Hong Kong
-$24.6K -200 Closed
NFSG
1559
Newbridge Financial Services Group
Florida
-$24.1K -196 Closed
RW
1560
RVW Wealth
California
-$22.3K -182 Closed
Legacy Financial Group (Iowa)
1561
Legacy Financial Group (Iowa)
Iowa
-$16.9K -138 Closed
FAM
1562
Flaharty Asset Management
Florida
-$12.5K -102 Closed
PAI
1563
Pittenger & Anderson Inc
Nebraska
-$12.2K -99 Closed
TJHA
1564
Thomas J. Herzfeld Advisors
Florida
-$10.7K -87 Closed
AWA
1565
Authentikos Wealth Advisory
California
-$8.84K -72 Closed
HL
1566
HeadInvest LLC
Maine
-$7.8K -65 Closed
CA
1567
Centerpoint Advisors
Massachusetts
-$7K -56 Closed
WWP
1568
WR Wealth Planners
Missouri
-$5.28K -43 Closed
BG
1569
Bollard Group
Massachusetts
-$5K -40 Closed
RTL
1570
Red Tortoise LLC
Georgia
-$3.31K -27 Closed
CAC
1571
Certified Advisory Corp
Florida
-$3.07K -25 Closed
SIA
1572
SkyView Investment Advisors
New Jersey
-$3K -22 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.