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Principal Financial Group
PFG

Overview Fund Activity

749 hedge funds and large institutions have $13.5B invested in Principal Financial Group in 2023 Q4 according to their latest regulatory filings, with 115 funds opening new positions, 223 increasing their positions, 283 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
749
Holders Change
+33
Holders Change %
+4.61%
% of All Funds
10.98%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
115
Increased
223
Reduced
283
Closed
73
Calls
$14.4M
Puts
$12.7M
Net Calls
+$1.71M
Net Calls Change
-$6.11M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$332M
2
PI
PineBridge Investments
New York
+$43.6M
3
Norges Bank
Norges Bank
Norway
+$38.3M
4
Barclays
Barclays
United Kingdom
+$32.7M
5
Millennium Management
Millennium Management
New York
+$31.6M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$263M
2
Bank of America
Bank of America
North Carolina
-$119M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$52.1M
4
BlackRock
BlackRock
New York
-$51.4M
5
AssetMark Inc
AssetMark Inc
California
-$37.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
HWM
226
Hohimer Wealth Management
Washington
$1.97M – – –
US Bancorp
227
US Bancorp
Minnesota
$1.92M -$401K -5,100 -17%
N
228
Numerai
California
$1.91M +$1.91M +24,255 New
Mariner
229
Mariner
Kansas
$1.89M -$73.3K -932 -4%
PE
230
Point72 Europe
United Kingdom
$1.88M +$1.88M +23,913 New
QCM
231
Quantinno Capital Management
New York
$1.8M -$183K -2,330 -9%
SMDAM
232
Sumitomo Mitsui DS Asset Management
Japan
$1.79M – – –
A
233
AlphaQuest
New York
$1.79M +$1.79M +22,705 New
DPAM
234
Degroof Petercam Asset Management
Belgium
$1.77M +$1.77M +22,500 New
AC
235
Arjuna Capital
North Carolina
$1.74M +$78.7K +1,000 +5%
WCBA
236
Weaver C. Barksdale & Associates
Tennessee
$1.68M -$441K -5,604 -21%
GC
237
Guggenheim Capital
Illinois
$1.68M +$191K +2,424 +13%
MME
238
Meag Munich Ergo
Germany
$1.67M +$8.26K +105 +0.5%
EMPI
239
Elo Mutual Pension Insurance
Finland
$1.66M +$58.7K +746 +4%
Daiwa Securities Group
240
Daiwa Securities Group
Japan
$1.65M +$80.7K +1,026 +5%
SSA
241
Schonfeld Strategic Advisors
New York
$1.65M -$1.94M -24,706 -54%
Cerity Partners
242
Cerity Partners
New York
$1.63M +$205K +2,602 +14%
HighTower Advisors
243
HighTower Advisors
Illinois
$1.63M +$45.9K +583 +3%
BMSSC
244
B. Metzler seel. Sohn & Co
Germany
$1.61M +$498K +6,336 +45%
CWM
245
Centric Wealth Management
Illinois
$1.59M +$161K +2,080 +11%
CM
246
Columbus Macro
Pennsylvania
$1.58M -$45.8K -582 -3%
GIBU
247
Gulf International Bank (UK)
United Kingdom
$1.58M -$196K -2,490 -11%
WCM
248
Wedge Capital Management
North Carolina
$1.57M +$273K +3,467 +21%
LA
249
LBP AM
France
$1.52M -$1.84M -23,371 -55%
TRSOTSOK
250
Teachers Retirement System of the State of Kentucky
Kentucky
$1.52M -$98.3K -1,250 -6%
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