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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 %
MML Investors Services
276
MML Investors Services
Massachusetts
$1.21M -$347K -4,411 -22%
LAM
277
LECAP Asset Management
United Kingdom
$1.21M +$1.21M +15,332 New
SEI Investments
278
SEI Investments
Pennsylvania
$1.2M -$521K -6,618 -30%
PAS
279
Park Avenue Securities
New York
$1.18M -$1.27M -16,175 -52%
HIMCH
280
Hartford Investment Management Co (HIMCO)
Connecticut
$1.17M -$26K -331 -2%
DT
281
Diversified Trust
Tennessee
$1.17M +$1.17M +14,879 New
Pacer Advisors
282
Pacer Advisors
Pennsylvania
$1.17M +$40.1K +510 +4%
DADC
283
D.A. Davidson & Co
Montana
$1.16M -$67.7K -861 -5%
OAM
284
Ostrum Asset Management
France
$1.16M +$3.23K +41 +0.3%
PP
285
Prudential plc
United Kingdom
$1.16M -$2.52K -32 -0.2%
M&T Bank
286
M&T Bank
New York
$1.14M -$29.6K -376 -3%
GCM
287
Glaxis Capital Management
Florida
$1.14M +$29.3K +373 +3%
OIA
288
OneDigital Investment Advisors
Kansas
$1.12M +$47.8K +607 +4%
KPWS
289
Kestra Private Wealth Services
Texas
$1.1M -$16K -203 -1%
SAM
290
Securian Asset Management
Minnesota
$1.09M -$163K -2,066 -13%
Truist Financial
291
Truist Financial
North Carolina
$1.09M -$298K -3,792 -22%
ECM
292
Everence Capital Management
Indiana
$1.09M +$371K +4,720 +52%
O
293
Ossiam
France
$1.08M -$249K -3,169 -19%
AG
294
Ascent Group
Virginia
$1.05M -$101K -1,281 -9%
LSERS
295
Louisiana State Employees Retirement System
Louisiana
$1.05M -$39.3K -500 -4%
BBVA
296
Banco Bilbao Vizcaya Argentaria
Spain
$1.03M -$67.8K -861 -6%
Verition Fund Management
297
Verition Fund Management
Connecticut
$1.03M +$304K +3,863 +42%
SC
298
Savant Capital
Illinois
$1.02M +$27.2K +346 +3%
CC
299
Centiva Capital
New York
$1.01M -$669K -8,505 -40%
QCM
300
Qsemble Capital Management
New York
$1.01M +$701K +8,908 +228%
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