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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 %
CA
326
Cetera Advisors
Colorado
$717K 9,454 +1,066 +13%
Aviva
327
Aviva
United Kingdom
$704K 9,282 -25,360 -73%
CAG
328
Csenge Advisory Group
Florida
$694K 9,155 -100 -1%
PIA
329
Pinion Investment Advisors
Kansas
$684K 9,024 +878 +11%
MLA
330
My Legacy Advisors
Oregon
$679K 8,493 -1,690 -17%
MF
331
Magnetar Financial
Illinois
$677K 8,927 -69 -0.8%
APG Asset Management
332
APG Asset Management
Netherlands
$650K 9,347 -900 -9%
VCA
333
Verdence Capital Advisors
Maryland
$645K 8,510 +1,851 +28%
CFGS
334
Concourse Financial Group Securities
Alabama
$643K 8,478 -641 -7%
SAM
335
Strategy Asset Managers
California
$643K 8,474 +558 +7%
AF
336
Allworth Financial
California
$638K 8,410 -110 -1%
GC
337
Gilbert & Cook
Iowa
$638K 8,406 – –
V
338
Veritable
Delaware
$623K 8,216 -1,328 -14%
SPIA
339
Steward Partners Investment Advisory
New York
$619K 8,161 -1,774 -18%
KRSITF
340
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$615K 8,105 +8 +0.1%
ACS
341
Archford Capital Strategies
Illinois
$607K 7,246 +94 +1%
EWM
342
Empirical Wealth Management
Washington
$595K 7,850 -2,074 -21%
WFM
343
Wolff Financial Management
Michigan
$593K 7,815 – –
NA
344
NewEdge Advisors
Louisiana
$571K 7,523 +176 +2%
EF
345
Empirical Finance
Pennsylvania
$570K 7,517 +761 +11%
LNWWM
346
Laird Norton Wetherby Wealth Management
California
$568K 7,486 -120 -2%
VVP
347
Venture Visionary Partners
Ohio
$566K 7,467 -1,178 -14%
CSB
348
City State Bank
Iowa
$564K 7,438 -220 -3%
LSA
349
Lion Street Advisors
Texas
$561K 8,366 -23 -0.3%
CAM
350
Carret Asset Management
New York
$561K 7,391 – –
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