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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 %
JWCA
426
J.W. Coons Advisors
Ohio
$344K +$27K +356 +9%
KA
427
Kintegral Advisory
New York
$342K – – –
EI
428
Ellevest Inc
New York
$341K -$379 -5 -0.1%
Verition Fund Management
429
Verition Fund Management
Connecticut
$340K -$325K -4,288 -49%
William Blair & Company
430
William Blair & Company
Illinois
$339K -$683 -9 -0.2%
FMII
431
Farmers & Merchants Investments Inc
Nebraska
$329K – – –
Capstone Investment Advisors
432
Capstone Investment Advisors
New York
$327K -$5.99K -79 -2%
FDCDDQ
433
Federation des caisses Desjardins du Quebec
Quebec, Canada
$326K -$34.4K -454 -10%
CFAM
434
Center For Asset Management
Florida
$320K +$320K +4,214 New
LSPW
435
Lake Street Private Wealth
Illinois
$319K -$74.7K -985 -19%
CGL
436
Clarius Group LLC
Washington
$319K +$43.5K +574 +16%
BCWM
437
Bartlett & Co Wealth Management
Ohio
$315K +$152K +2,000 +93%
BC
438
Bartlett & Co
Ohio
$315K +$152K +2,000 +93%
HSA
439
HBK Sorce Advisory
Pennsylvania
$315K +$10.6K +140 +3%
IC
440
IEQ Capital
California
$314K -$116K -1,536 -27%
AA
441
ALPS Advisors
Colorado
$313K +$2.28K +30 +0.7%
PTC
442
Petrus Trust Company
Texas
$307K +$307K +4,048 New
CIC
443
Cornercap Investment Counsel
Georgia
$302K – – –
CG
444
Colony Group
Massachusetts
$300K -$1.9K -25 -0.6%
HCA
445
Harbor Capital Advisors
Illinois
$298K – – –
ECM
446
Everence Capital Management
Indiana
$297K – – –
LB
447
Legacy Bridge
Iowa
$295K – – –
9WM
448
9258 Wealth Management
Ohio
$294K +$1.37K +18 +0.5%
P
449
Pitcairn
Pennsylvania
$293K -$1.44K -19 -0.5%
OW
450
Olistico Wealth
Oklahoma
$290K +$1.97K +26 +0.7%
16 17
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