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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 Holding Trade Value Shares
Change 		Shares
Change %
HH
376
Hilltop Holdings
Texas
$456K +$39.1K +515 +9%
NB
377
Nicolet Bankshares
Wisconsin
$455K -$3.79K -50 -0.8%
PCIA
378
Prime Capital Investment Advisors
Kansas
$453K +$231K +3,047 +104%
JCM
379
Jacobi Capital Management
Pennsylvania
$449K +$93.9K +1,238 +26%
FA
380
FDx Advisors
Illinois
$448K +$132K +1,740 +42%
GCM
381
Graham Capital Management
Connecticut
$448K +$448K +5,903 New
VI
382
Vestcor Inc
New Brunswick, Canada
$446K – – –
DF
383
Donoghue Forlines
Massachusetts
$444K -$1.03M -13,522 -70%
QI
384
Qtron Investments
Massachusetts
$443K -$113K -1,487 -20%
DGAM
385
Desjardins Global Asset Management
Quebec, Canada
$435K +$305K +4,023 +235%
SPA
386
Sherbrooke Park Advisers
New York
$432K +$432K +5,700 New
NRG
387
Nemes Rush Group
Michigan
$430K +$430K +5,673 New
HBT
388
Heartland Bank & Trust
Illinois
$428K -$18.1K -238 -4%
CIA
389
Capital Investment Advisors
Georgia
$425K +$25.3K +333 +6%
BPA
390
Beacon Pointe Advisors
California
$424K -$910 -12 -0.2%
EGM
391
Engineers Gate Manager
New York
$424K +$424K +5,596 New
IWC
392
Integrated Wealth Concepts
Massachusetts
$421K -$187K -2,468 -31%
WS
393
Wedbush Securities
California
$421K -$29.5K -389 -7%
WPW
394
Waldron Private Wealth
Pennsylvania
$419K +$1.37K +18 +0.3%
RWS
395
Resolute Wealth Strategies
Mississippi
$415K +$303 +4 +0.1%
BSW
396
Buckingham Strategic Wealth
Missouri
$412K -$16K -211 -4%
EH
397
Equitable Holdings
New York
$411K +$2.88K +38 +0.7%
UCFA
398
United Capital Financial Advisors
Texas
$410K -$5.84K -77 -1%
BFG
399
Bleakley Financial Group
New Jersey
$408K -$2.2K -29 -0.5%
SS
400
Simplicity Solutions
Minnesota
$408K -$3.03K -40 -0.7%
14 15
16
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