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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.

New
Increased
Maintained
Reduced
Closed
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 Holding Trade Value Shares
Change 		Shares
Change %
ECA
326
Elevated Capital Advisors
Utah
$774K -$14.5K -169 -2%
FRA
327
Frank Rimerman Advisors
California
$769K +$769K +8,951 New
LGF
328
LGT Group Foundation
Liechtenstein
$766K – – –
EOJOAM
329
E. Ohman J:or Asset Management
Sweden
$765K -$120K -1,400 -14%
NB
330
Norinchukin Bank
Japan
$764K +$103K +1,204 +16%
PA
331
Pinnacle Associates
New York
$760K +$77.7K +988 +11%
SCM
332
Sterling Capital Management
North Carolina
$752K +$752K +8,754 New
Parallax Volatility Advisers
333
Parallax Volatility Advisers
California
$740K +$740K +8,616 New
NIM
334
NEOS Investment Management
Connecticut
$735K +$140K +1,624 +23%
RT
335
Rockland Trust
Massachusetts
$730K -$24K -279 -3%
PAS
336
Park Avenue Securities
New York
$726K -$66.1K -770 -8%
IA
337
IFP Advisors
Florida
$726K -$170K -1,976 -19%
Jane Street
338
Jane Street
New York
$719K -$19.3M -224,196 -96%
LSA
339
Lion Street Advisors
Texas
$718K -$2.06K -24 -0.3%
OAC
340
OMERS Administration Corp
Ontario, Canada
$712K – – –
PT
341
Plimoth Trust
Massachusetts
$687K -$5.15K -60 -0.7%
BCM
342
Bridgeway Capital Management
Texas
$687K – – –
EF
343
Empirical Finance
Pennsylvania
$676K +$12.2K +142 +2%
CI
344
Conning Inc
Connecticut
$671K +$23.5K +274 +4%
WFM
345
Wolff Financial Management
Michigan
$671K – – –
EH
346
Equitable Holdings
New York
$669K +$170K +1,977 +34%
IMCOOI
347
Investment Management Corp of Ontario (IMCO)
Canada
$663K +$215K +2,500 +48%
IPW
348
Impact Partnership Wealth
Georgia
$663K +$135K +1,576 +26%
MCP
349
Martin Capital Partners
Oregon
$663K -$256K -2,975 -28%
VSQM
350
V-Square Quantitative Management
Illinois
$661K +$80.2K +934 +14%
12 13
14
15 16