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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 %
IAA
351
Independent Advisor Alliance
North Carolina
$708K +$208K +2,656 +42%
LGF
352
LGT Group Foundation
Liechtenstein
$706K +$706K +9,000 New
XT
353
XTX Topco
Cayman Islands
$702K +$702K +8,943 New
AF
354
Allworth Financial
California
$691K +$7.37K +87 +1%
PIA
355
Pinion Investment Advisors
Kansas
$690K +$44.6K +569 +7%
RT
356
Rockland Trust
Massachusetts
$689K +$1.88K +24 +0.3%
Legacy Financial Group (Iowa)
357
Legacy Financial Group (Iowa)
Iowa
$686K +$33.1K +422 +5%
BAMF
358
BI Asset Management Fondsmaeglerselskab
Denmark
$684K -$465K -5,926 -40%
PA
359
Pinnacle Associates
New York
$680K -$43.2K -551 -6%
PRC
360
Pearl River Capital
Michigan
$678K +$678K +8,643 New
UB
361
UMB Bank
Missouri
$673K -$178K -2,270 -21%
CSB
362
City State Bank
Iowa
$672K +$27.1K +346 +4%
PTC
363
Petrus Trust Company
Texas
$660K – – –
LSA
364
Lion Street Advisors
Texas
$658K -$1.8K -23 -0.3%
Fifth Third Bancorp
365
Fifth Third Bancorp
Ohio
$653K +$6.04K +77 +0.9%
OAC
366
OMERS Administration Corp
Ontario, Canada
$650K +$650K +8,283 New
SPA
367
Sherbrooke Park Advisers
New York
$644K +$163K +2,079 +34%
SAM
368
Strategy Asset Managers
California
$643K +$643K +8,474 New
PT
369
Plimoth Trust
Massachusetts
$633K -$32.6K -415 -5%
FRM
370
Fox Run Management
Connecticut
$631K -$278K -3,548 -31%
VIM
371
Vinva Investment Management
Australia
$629K +$3.58K +45 +0.6%
MYAM
372
Meiji Yasuda Asset Management
Japan
$628K +$2.98K +38 +0.5%
BCM
373
Bridgeway Capital Management
Texas
$628K -$2.26M -28,800 -78%
NB
374
NBT Bank
New York
$628K +$628K +8,000 New
WFM
375
Wolff Financial Management
Michigan
$613K – – –
13 14
15
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