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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 %
CG
451
Caprock Group
Idaho
$288K -$25.8K -340 -8%
I
452
InceptionR
California
$288K +$288K +3,791 New
SAM
453
Sompo Asset Management
Japan
$287K – – –
AWM
454
Affinity Wealth Management
Delaware
$287K +$39.5K +521 +16%
AA
455
Auxano Advisors
Washington
$287K – – –
RWP
456
RWA Wealth Partners
Massachusetts
$285K +$285K +3,752 New
IHWM
457
Iron Horse Wealth Management
Iowa
$275K -$19K -250 -6%
SWP
458
Stratos Wealth Partners
Ohio
$273K +$18.4K +242 +7%
MAM
459
MMA Asset Management
Pennsylvania
$266K +$4.32K +57 +2%
SCA
460
Snowden Capital Advisors
New York
$264K -$7.05K -93 -3%
AIC
461
Archer Investment Corporation
Indiana
$264K +$170K +2,235 +180%
RJT
462
Raymond James Trust
Florida
$262K -$4.63K -61 -2%
KeyBank National Association
463
KeyBank National Association
Ohio
$261K -$5.69K -75 -2%
APA
464
Astoria Portfolio Advisors
New York
$261K +$7.11K +89 +3%
SFG
465
StrategIQ Financial Group
Indiana
$259K +$37.9K +500 +17%
RG
466
Renaissance Group
Kentucky
$257K +$25.9K +342 +11%
CWP
467
Concord Wealth Partners
Virginia
$254K +$10.4K +137 +4%
WA
468
WESPAC Advisors
California
$252K – – –
1IA
469
1834 Investment Advisors
Wisconsin
$251K -$8.04K -106 -3%
O
470
Ossiam
France
$251K -$8.22M -108,355 -97%
ASN
471
Advisory Services Network
Georgia
$248K -$231K -3,048 -48%
CTA
472
Chesley Taft & Associates
Illinois
$248K +$227 +3 +0.1%
FCFC
473
First Citizens Financial Corp
Iowa
$247K +$247K +3,261 New
PA
474
Prossimo Advisors
California
$247K -$21.2K -280 -8%
GA
475
Geller Advisors
New York
$246K +$246K +3,248 New
17 18
19
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