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Principal Financial Group
PFG

Overview Fund Activity

789 hedge funds and large institutions have $13B invested in Principal Financial Group in 2024 Q2 according to their latest regulatory filings, with 93 funds opening new positions, 284 increasing their positions, 252 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
789
Holders Change
+30
Holders Change %
+3.95%
% of All Funds
11.48%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
93
Increased
284
Reduced
252
Closed
54
Calls
$21.2M
Puts
$18.7M
Net Calls
+$2.49M
Net Calls Change
+$2.2M

Top Buyers

1
UBS AM
UBS AM
Illinois
$132M
2
BlackRock
BlackRock
New York
$1.55B
3
Deutsche Bank
Deutsche Bank
Germany
$78.8M
4
Acadian Asset Management
Acadian Asset Management
Massachusetts
$27.8M
5
Norges Bank
Norges Bank
Norway
$255M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
$1.78M
2
Amundi
Amundi
France
$67.6M
3
Marshall Wace
Marshall Wace
United Kingdom
$3.01M
4
Point72 Asset Management
Point72 Asset Management
Connecticut
$4.11M
5
HF
HRT Financial
New York
$1.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
Allspring Global Investments
326
Allspring Global Investments
North Carolina
$842K +$392 +5 +0%
OC
327
Oppenheimer & Co
New York
$842K +$30.2K +385 +4%
MGP
328
Metis Global Partners
California
$839K -$2.75K -35 -0.3%
MCP
329
Martin Capital Partners
Oregon
$839K -$22.9K -292 -3%
WB
330
West Bancorporation
Iowa
$832K – – –
LSV Asset Management
331
LSV Asset Management
Illinois
$832K -$70.6K -900 -8%
IA
332
IFP Advisors
Florida
$818K +$249K +3,176 +44%
EOJOAM
333
E. Ohman J:or Asset Management
Sweden
$808K – – –
PA
334
PSI Advisors
Florida
$807K – – –
AFP
335
Ausdal Financial Partners
Iowa
$791K -$706 -9 -0.1%
BAM
336
Blueshift Asset Management
New Jersey
$789K +$563K +7,173 +248%
SS
337
Sunbelt Securities
Texas
$775K +$216K +2,757 +39%
HIC
338
Holderness Investments Company
North Carolina
$773K -$4K -51 -0.5%
GC
339
Guggenheim Capital
Illinois
$770K -$641K -8,172 -45%
SEC
340
Seven Eight Capital
New York
$760K -$753K -9,596 -50%
IGAM
341
iA Global Asset Management
Quebec, Canada
$758K +$631K +8,049 +497%
SPIA
342
Steward Partners Investment Advisory
New York
$755K +$81K +1,033 +12%
AWM
343
Adams Wealth Management
Utah
$752K -$207K -2,643 -22%
CI
344
CacheTech Inc
Utah
$752K +$752K +9,588 New
RIM
345
Rakuten Investment Management
Japan
$751K +$269K +3,386 +56%
OWP
346
Obermeyer Wealth Partners
Colorado
$746K – – –
HAG
347
HighPoint Advisor Group
Illinois
$727K +$6.3K +77 +0.9%
PAS
348
Park Avenue Securities
New York
$724K -$71.7K -913 -9%
ECA
349
Elevated Capital Advisors
Utah
$721K +$721K +9,185 New
APWM
350
Argonautica Private Wealth Management
Massachusetts
$711K +$224K +2,854 +46%
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