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Principal Financial Group
PFG

Overview Fund Activity

716 hedge funds and large institutions have $12.4B invested in Principal Financial Group in 2023 Q3 according to their latest regulatory filings, with 65 funds opening new positions, 215 increasing their positions, 280 reducing their positions, and 65 closing their positions.

Holders
716
Holders Change
-9
Holders Change %
-1.24%
% of All Funds
11.42%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
65
Increased
215
Reduced
280
Closed
65
Calls
$18M
Puts
$10.1M
Net Calls
+$7.81M
Net Calls Change
+$1.97M

Top Buyers

1
Balyasny Asset Management
1
Balyasny Asset Management
Illinois
$104M
2
Capital Research Global Investors
2
Capital Research Global Investors
California
$706M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$319M
4
HSBC Holdings
4
HSBC Holdings
United Kingdom
$87.3M
5
GC
5
Gillson Capital
Illinois
$23.2M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$872M
2
AQR Capital Management
2
AQR Capital Management
Connecticut
$6.11M
3
Geode Capital Management
3
Geode Capital Management
Massachusetts
$372M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$2.09B
5
Goldman Sachs
5
Goldman Sachs
New York
$141M
Name Market Value Shares Shares
Change 		Shares
Change %
PFO
301
Pathstone Family Office
New Jersey
$853K 11,830 +8,622 +269%
NMERB
302
New Mexico Educational Retirement Board
New Mexico
$847K 11,754 +700 +6%
ACM
303
Aquatic Capital Management
Illinois
$843K 11,700 +11,700 New
VCA
304
Verdence Capital Advisors
Maryland
$838K 11,623 +3,113 +37%
YIH
305
Y-Intercept (HK)
Hong Kong
$829K 11,508 +11,508 New
LSV Asset Management
306
LSV Asset Management
Illinois
$829K 11,500 -44,900 -80%
Allspring Global Investments
307
Allspring Global Investments
North Carolina
$824K 11,440 -13,438 -54%
Axa
308
Axa
France
$808K 11,208 +8,057 +256%
SVWAG
309
Sound View Wealth Advisors Group
Georgia
$803K 11,143 -3,620 -25%
SDIC
310
South Dakota Investment Council
South Dakota
$802K 11,130 -800 -7%
MCP
311
Martin Capital Partners
Oregon
$798K 11,067 +32 +0.3%
BAMF
312
BI Asset Management Fondsmaeglerselskab
Denmark
$797K 11,062 – –
TRCT
313
Tower Research Capital (TRC)
New York
$792K 10,986 +8,429 +330%
ONB
314
Old National Bancorp
Indiana
$788K 10,935 -5,407 -33%
FRM
315
Fox Run Management
Connecticut
$788K 10,932 +10,932 New
PEA
316
Park Edge Advisors
Ohio
$785K 10,891 – –
WB
317
West Bancorporation
Iowa
$770K 10,678 -38 -0.4%
SIA
318
Strategic Investment Advisors
Michigan
$749K 10,389 +528 +5%
Carson Wealth (CWM LLC)
319
Carson Wealth (CWM LLC)
Nebraska
$745K 10,335 +551 +6%
PA
320
PSI Advisors
Florida
$741K 10,284 -2,709 -21%
AFP
321
Ausdal Financial Partners
Iowa
$731K 10,145 -73 -0.7%
AC
322
AXQ Capital
New Jersey
$721K 10,000 +3,400 +52%
HIC
323
Holderness Investments Company
North Carolina
$716K 9,936 -78 -0.8%
Thrivent Financial for Lutherans
324
Thrivent Financial for Lutherans
Minnesota
$706K 9,799 -265 -3%
PPWP
325
Proquility Private Wealth Partners
Nevada
$701K 9,722 -309 -3%
11 12
13
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