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PNC Financial Services

1,377 hedge funds and large institutions have $40.1B invested in PNC Financial Services in 2023 Q3 according to their latest regulatory filings, with 109 funds opening new positions, 507 increasing their positions, 537 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more call options, than puts

Call options by funds: $674M | Put options by funds: $544M

7% more first-time investments, than exits

New positions opened: 109 | Existing positions closed: 102

0.75% more ownership

Funds ownership: 81.33%82.08% (+0.75%)

0% more funds holding in top 10

Funds holding in top 10: 1010 (0)

1% less funds holding

Funds holding: 1,3871,377 (-10)

2% less capital invested

Capital invested by funds: $40.9B → $40.1B (-$756M)

6% less repeat investments, than reductions

Existing positions increased: 507 | Existing positions reduced: 537

Holders
1,377
Holders Change
-10
Holders Change %
-0.72%
% of All Funds
21.85%
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.16%
New
109
Increased
507
Reduced
537
Closed
102
Calls
$674M
Puts
$544M
Net Calls
+$130M
Net Calls Change
+$174M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$4.52B -$22.4M -177,757 -0.5%
BlackRock
2
BlackRock
New York
$3.46B -$84M -667,688 -2%
State Street
3
State Street
Massachusetts
$2.04B -$67.5M -536,648 -3%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$1.76B +$112M +893,808 +7%
Capital International Investors
5
Capital International Investors
California
$1.69B +$646M +5,137,042 +60%
Wellington Management Group
6
Wellington Management Group
Massachusetts
$1.55B -$144M -1,142,333 -8%
JP Morgan Chase
7
JP Morgan Chase
New York
$1.37B +$68.9M +547,695 +5%
Bank of America
8
Bank of America
North Carolina
$1.08B -$9.98M -79,284 -0.9%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$921M +$19.3M +153,687 +2%
Massachusetts Financial Services
10
Massachusetts Financial Services
Massachusetts
$900M -$6.03M -47,907 -0.6%
Aristotle Capital Management
11
Aristotle Capital Management
California
$707M -$21.5M -170,571 -3%
Invesco
12
Invesco
Georgia
$634M +$61M +484,475 +10%
Norges Bank
13
Norges Bank
Norway
$628M +$61.9M +491,709 +11%
T. Rowe Price Associates
14
T. Rowe Price Associates
Maryland
$606M -$503M -3,993,687 -45%
Ameriprise
15
Ameriprise
Minnesota
$586M -$139M -1,108,674 -19%
Northern Trust
16
Northern Trust
Illinois
$577M +$11.8M +93,636 +2%
T. Rowe Price Investment Management
17
T. Rowe Price Investment Management
Maryland
$519M -$204M -1,619,662 -28%
Capital Research Global Investors
18
Capital Research Global Investors
California
$490M +$351M +2,791,124 +233%
Morgan Stanley
19
Morgan Stanley
New York
$474M +$4.58M +36,362 +1%
PI
20
Putnam Investments
Massachusetts
$437M -$6.62M -52,612 -1%
Neuberger Berman Group
21
Neuberger Berman Group
New York
$425M +$11.3M +90,180 +3%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$408M +$10.4M +82,406 +3%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$392M -$9.89M -78,613 -2%
Federated Hermes
24
Federated Hermes
Pennsylvania
$384M -$8.76M -69,627 -2%
Legal & General Group
25
Legal & General Group
United Kingdom
$327M -$12.2M -96,659 -4%

PNC Hedge Fund Activity: Q3 2023 in Review

1,377 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in PNC Financial Services (PNC) for Q3 2023, worth a combined $40.1B — down 1.8% from $40.9B a quarter earlier.

Buyers outnumbered sellers: 109 funds opened new PNC positions and 102 closed out — a net gain of 7 holders — while 507 added to existing stakes and 537 trimmed.

The largest buyer was Capital International Investors, adding an estimated $646M. The largest seller was T. Rowe Price Associates, cutting an estimated $503M.

  • 1,377 institutional investors held PNC Financial Services (PNC) as of Q3 2023, down from 1,387 in Q2 2023.
  • Funds reported $40.1B of PNC Financial Services stock for Q3 2023, down 1.8% quarter-over-quarter.
  • 109 funds opened new PNC Financial Services positions in Q3 2023 and 102 closed out, a net change of +7 holders.
  • The largest PNC Financial Services buyer in Q3 2023 was Capital International Investors, an estimated $646M added.
  • The largest PNC Financial Services seller in Q3 2023 was T. Rowe Price Associates, an estimated $503M sold.

Based on aggregated 13F filings for Q3 2023.