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Principal Financial Group
PFG

Overview Fund Activity

776 hedge funds and large institutions have $13.8B invested in Principal Financial Group in 2024 Q3 according to their latest regulatory filings, with 78 funds opening new positions, 254 increasing their positions, 288 reducing their positions, and 82 closing their positions.

Holders
776
Holders Change
-13
Holders Change %
-1.65%
% of All Funds
11.23%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
78
Increased
254
Reduced
288
Closed
82
Calls
$26.5M
Puts
$16.9M
Net Calls
+$9.58M
Net Calls Change
+$7.09M

Top Buyers

1
Invesco
1
Invesco
Georgia
$282M
2
Bank of America
2
Bank of America
North Carolina
$956M
3
Goldman Sachs
3
Goldman Sachs
New York
$149M
4
Amundi
4
Amundi
France
$94.1M
5
Massachusetts Financial Services
5
Massachusetts Financial Services
Massachusetts
$40M

Top Sellers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$426M
2
MPI
2
Mairs & Power Inc
Minnesota
$74.7M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$2.36B
4
Jane Street
4
Jane Street
New York
$719K
5
ECM
5
ExodusPoint Capital Management
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
SC
276
Savant Capital
Illinois
$1.15M 13,433 +697 +5%
BOSSRA
277
B.O.S.S. Retirement Advisors
Utah
$1.15M 13,332 +670 +5%
HighTower Advisors
278
HighTower Advisors
Illinois
$1.15M 13,371 +51 +0.4%
MSRPS
279
Maryland State Retirement & Pension System
Maryland
$1.14M 13,328 -5,128 -28%
HIMCH
280
Hartford Investment Management Co (HIMCO)
Connecticut
$1.14M 13,317 -496 -4%
FC
281
FORA Capital
Florida
$1.14M 13,242 +13,242 New
KAS
282
Kestra Advisory Services
Texas
$1.09M 12,647 -5,476 -30%
RIM
283
Rakuten Investment Management
Japan
$1.07M 12,463 +3,014 +32%
M&T Bank
284
M&T Bank
New York
$1.07M 12,451 -153 -1%
Carson Wealth (CWM LLC)
285
Carson Wealth (CWM LLC)
Nebraska
$1.07M 12,410 +1,125 +10%
BBVA
286
Banco Bilbao Vizcaya Argentaria
Spain
$1.06M 12,394 -3,978 -24%
PPWP
287
Proquility Private Wealth Partners
Nevada
$1.05M 12,277 +730 +6%
GT
288
Glenmede Trust
Pennsylvania
$1.03M 12,004 +291 +2%
LSERS
289
Louisiana State Employees Retirement System
Louisiana
$1.03M 12,000 -200 -2%
SAM
290
Securian Asset Management
Minnesota
$1.01M 11,783 -616 -5%
BHCM
291
Brevan Howard Capital Management
Jersey
$985K 11,465 -13,697 -54%
MGP
292
Metis Global Partners
California
$965K 11,230 +533 +5%
MGP
293
M&G plc
United Kingdom
$959K 11,148 -893 -7%
SDIC
294
South Dakota Investment Council
South Dakota
$955K 11,114 – –
HFM
295
Hartford Funds Management
Pennsylvania
$952K 11,080 -97 -0.9%
BP
296
BBR Partners
New York
$945K 11,000 – –
PEA
297
Park Edge Advisors
Ohio
$936K 10,891 – –
AG
298
Ascent Group
Virginia
$931K 10,838 -851 -7%
MWM
299
Modern Wealth Management
Kansas
$930K 10,831 -175 -2%
Allspring Global Investments
300
Allspring Global Investments
North Carolina
$927K 10,793 +55 +0.5%
10 11
12
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