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Principal Financial Group
PFG

Overview Fund Activity

725 hedge funds and large institutions have $13.2B invested in Principal Financial Group in 2023 Q2 according to their latest regulatory filings, with 58 funds opening new positions, 224 increasing their positions, 292 reducing their positions, and 65 closing their positions.

Holders
725
Holders Change
-12
Holders Change %
-1.63%
% of All Funds
11.44%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
58
Increased
224
Reduced
292
Closed
65
Calls
$16.4M
Puts
$10.6M
Net Calls
+$5.85M
Net Calls Change
-$2.19M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$292M
2
Capital Research Global Investors
2
Capital Research Global Investors
California
$694M
3
Citadel Advisors
3
Citadel Advisors
Florida
$34.7M
4
Marshall Wace
4
Marshall Wace
United Kingdom
$40M
5
Qube Research & Technologies (QRT)
5
Qube Research & Technologies (QRT)
United Kingdom
$29.7M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$33.3M
2
Bank of America
2
Bank of America
North Carolina
$1.04B
3
First Trust Advisors
3
First Trust Advisors
Illinois
$202M
4
BlackRock
4
BlackRock
New York
$1.51B
5
CS
5
Credit Suisse
Switzerland
$32M
Name Market Value Shares Shares
Change 		Shares
Change %
Creative Planning
226
Creative Planning
Kansas
$1.76M 23,192 +975 +4%
WCBA
227
Weaver C. Barksdale & Associates
Tennessee
$1.72M 22,697 -1,414 -6%
CM
228
Columbus Macro
Pennsylvania
$1.68M 21,923 -899 -4%
Janney Montgomery Scott
229
Janney Montgomery Scott
Pennsylvania
$1.67M 21,998 -540 -2%
BCIM
230
British Columbia Investment Management
British Columbia, Canada
$1.65M 21,795 – –
Canada Pension Plan Investment Board
231
Canada Pension Plan Investment Board
Ontario, Canada
$1.64M 21,601 +21,600 +2,160,000%
EFI
232
EHP Funds Inc
Canada
$1.6M 21,100 -28,230 -57%
OQS
233
Occudo Quantitative Strategies
Florida
$1.58M 20,773 +20,773 New
FWP
234
FAS Wealth Partners
Kansas
$1.57M 20,760 +2,733 +15%
Truist Financial
235
Truist Financial
North Carolina
$1.57M 20,668 -2,347 -10%
TRSOTSOK
236
Teachers Retirement System of the State of Kentucky
Kentucky
$1.56M 20,608 -1,501 -7%
Northwestern Mutual Wealth Management
237
Northwestern Mutual Wealth Management
Wisconsin
$1.55M 20,431 -295 -1%
Cerity Partners
238
Cerity Partners
New York
$1.54M 20,262 +13,383 +195%
HighTower Advisors
239
HighTower Advisors
Illinois
$1.54M 20,302 -17,956 -47%
Bank of Nova Scotia
240
Bank of Nova Scotia
Ontario, Canada
$1.52M 20,095 +2,611 +15%
EMPI
241
Elo Mutual Pension Insurance
Finland
$1.52M 20,061 +317 +2%
CM
242
Crestline Management
Texas
$1.52M 20,000 +5,000 +33%
GDP
243
Great Diamond Partners
Maine
$1.5M 19,822 -56 -0.3%
M&T Bank
244
M&T Bank
New York
$1.49M 19,617 -2,979 -13%
SMDAM
245
Sumitomo Mitsui DS Asset Management
Japan
$1.48M 19,554 +72 +0.4%
Assenagon Asset Management
246
Assenagon Asset Management
Luxembourg
$1.46M 19,187 -90,184 -82%
NB
247
Norinchukin Bank
Japan
$1.43M 18,905 +6,400 +51%
SAM
248
Securian Asset Management
Minnesota
$1.41M 18,626 -227 -1%
Corient Private Wealth
249
Corient Private Wealth
Florida
$1.41M 18,607 -11,441 -38%
Daiwa Securities Group
250
Daiwa Securities Group
Japan
$1.41M 18,602 +432 +2%
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