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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 %
BC
301
Bridgefront Capital
Texas
$866K 11,425 +11,425 New
GAM
302
Gotham Asset Management
New York
$858K 11,315 -5,234 -32%
SAG
303
SageView Advisory Group
California
$857K 11,298 -393 -3%
BAMF
304
BI Asset Management Fondsmaeglerselskab
Denmark
$839K 11,062 -22,383 -67%
NMERB
305
New Mexico Educational Retirement Board
New Mexico
$838K 11,054 +500 +5%
MCP
306
Martin Capital Partners
Oregon
$837K 11,035 +130 +1%
PEA
307
Park Edge Advisors
Ohio
$826K 10,891 – –
EF
308
Empowered Funds
Pennsylvania
$825K 10,872 +1,083 +11%
EST
309
EA Series Trust
Pennsylvania
$825K 10,872 +10,872 New
WB
310
West Bancorporation
Iowa
$813K 10,716 -10 -0.1%
EOJOAM
311
E. Ohman J:or Asset Management
Sweden
$811K 10,700 – –
AFP
312
Ausdal Financial Partners
Iowa
$775K 10,218 +58 +0.6%
VEA
313
Virtus ETF Advisers
New York
$772K 10,176 +242 +2%
Thrivent Financial for Lutherans
314
Thrivent Financial for Lutherans
Minnesota
$763K 10,064 -55,329 -85%
PT
315
Plimoth Trust
Massachusetts
$762K 10,043 -185 -2%
PPWP
316
Proquility Private Wealth Partners
Nevada
$761K 10,031 +640 +7%
HIC
317
Holderness Investments Company
North Carolina
$759K 10,014 -15 -0.1%
SIA
318
Strategic Investment Advisors
Michigan
$748K 9,861 +266 +3%
MLICM
319
Metropolitan Life Insurance Company (MetLife)
New York
$746K 9,838 -339 -3%
PA
320
Pinnacle Associates
New York
$744K 9,807 -880 -8%
Vontobel Holding
321
Vontobel Holding
Switzerland
$742K 9,788 -374 -4%
Carson Wealth (CWM LLC)
322
Carson Wealth (CWM LLC)
Nebraska
$742K 9,784 -401 -4%
OWP
323
Obermeyer Wealth Partners
Colorado
$721K 9,511 – –
OAM
324
Ostrum Asset Management
France
$721K 9,507 +35 +0.4%
JMF
325
Johnson Midwest Financial
Iowa
$720K 9,488 +5,559 +141%
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