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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.

New
Increased
Maintained
Reduced
Closed
Holders
725
Holders Change
-12
Holders Change %
-1.63%
% of All Funds
11.43%
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
Wellington Management Group
Massachusetts
$292M
2
Capital Research Global Investors
Capital Research Global Investors
California
$694M
3
Citadel Advisors
Citadel Advisors
Florida
$34.7M
4
Marshall Wace
Marshall Wace
United Kingdom
$40M
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$29.7M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$33.3M
2
Bank of America
Bank of America
North Carolina
$1.04B
3
First Trust Advisors
First Trust Advisors
Illinois
$202M
4
BlackRock
BlackRock
New York
$1.51B
5
CS
Credit Suisse
Switzerland
$32M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAMG
401
CWA Asset Management Group
Florida
$407K +$12.1K +159 +3%
BBP
402
Banco BTG Pactual
Brazil
$405K +$405K +5,346 New
CL
403
Choreo LLC
Illinois
$404K +$19.5K +257 +5%
CCM
404
Coldstream Capital Management
Washington
$404K -$41.7K -550 -9%
MM
405
MQS Management
New York
$403K +$403K +5,319 New
MCM
406
MAI Capital Management
Ohio
$403K -$81.4K -1,074 -17%
RBC
407
Romano Brothers & Co
Illinois
$400K -$13.3K -175 -3%
TMAM
408
Tokio Marine Asset Management
Japan
$398K +$12.3K +162 +3%
BMC
409
Benin Management Corp
Connecticut
$394K – – –
BL
410
Balentine LLC
Georgia
$390K -$316K -4,161 -45%
Rockefeller Capital Management
411
Rockefeller Capital Management
New York
$387K -$13.1K -173 -3%
SP
412
Symmetry Partners
Connecticut
$385K -$79.9K -1,055 -17%
LFA
413
Legacy Financial Advisors
Kentucky
$384K +$24.4K +322 +7%
JSL
414
JT Stratford LLC
Georgia
$380K -$129K -1,697 -25%
1WA
415
180 Wealth Advisors
Washington
$379K -$94.1K -1,228 -20%
EAM
416
Erste Asset Management
Austria
$370K – – –
C
417
CEDRUS
Colorado
$368K +$11.2K +148 +3%
KWM
418
Kingsview Wealth Management
Oregon
$363K +$30.2K +398 +9%
SXL
419
Summit X LLC
Missouri
$362K -$11.5K -151 -3%
AWM
420
Apollon Wealth Management
South Carolina
$361K +$25.3K +333 +8%
AWA
421
Arete Wealth Advisors
Illinois
$357K +$357K +4,703 New
IAA
422
Independent Advisor Alliance
North Carolina
$352K +$6.3K +83 +2%
RWM
423
Ritholtz Wealth Management
New York
$349K -$52.8K -696 -13%
CWA
424
Centennial Wealth Advisory
Michigan
$349K -$3.87K -51 -1%
STCOSD
425
Sageworth Trust Company of South Dakota
South Dakota
$347K – – –
15 16
17
18 19