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Principal Financial Group
PFG

Overview Fund Activity

749 hedge funds and large institutions have $13.5B invested in Principal Financial Group in 2023 Q4 according to their latest regulatory filings, with 115 funds opening new positions, 223 increasing their positions, 283 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
749
Holders Change
+33
Holders Change %
+4.61%
% of All Funds
10.98%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
115
Increased
223
Reduced
283
Closed
73
Calls
$14.4M
Puts
$12.7M
Net Calls
+$1.71M
Net Calls Change
-$6.11M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$332M
2
PI
PineBridge Investments
New York
+$43.6M
3
Norges Bank
Norges Bank
Norway
+$38.3M
4
Barclays
Barclays
United Kingdom
+$32.7M
5
Millennium Management
Millennium Management
New York
+$31.6M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$263M
2
Bank of America
Bank of America
North Carolina
-$119M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$52.1M
4
BlackRock
BlackRock
New York
-$51.4M
5
AssetMark Inc
AssetMark Inc
California
-$37.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
9WM
451
9258 Wealth Management
Ohio
$298K – – –
CA
452
Continuum Advisory
Idaho
$293K -$199K -2,525 -40%
FMII
453
Farmers & Merchants Investments Inc
Nebraska
$291K -$63.9K -812 -18%
DEA
454
DoubleLine ETF Adviser
Florida
$290K +$20.1K +256 +7%
IHWM
455
Iron Horse Wealth Management
Iowa
$285K – – –
WA
456
WESPAC Advisors
California
$284K – – –
SIMG
457
Sonora Investment Management Group
Arizona
$283K +$283K +3,600 New
CIC
458
Cornercap Investment Counsel
Georgia
$278K – – –
KeyBank National Association
459
KeyBank National Association
Ohio
$278K +$5.27K +67 +2%
RJT
460
Raymond James Trust
Florida
$274K -$12.1K -154 -4%
AIC
461
Archer Investment Corporation
Indiana
$274K – – –
GCP
462
GSA Capital Partners
United Kingdom
$273K +$273K +3,470 New
SFG
463
StrategIQ Financial Group
Indiana
$271K -$2.6K -33 -0.9%
GCP
464
Garda Capital Partners
Minnesota
$270K -$350K -4,450 -56%
RG
465
Renaissance Group
Kentucky
$270K +$3.53K +45 +1%
SP
466
Symmetry Partners
Connecticut
$269K -$134K -1,687 -33%
Bessemer Group
467
Bessemer Group
New Jersey
$266K -$165K -2,101 -38%
HSA
468
HBK Sorce Advisory
Pennsylvania
$264K -$62.1K -789 -19%
KNFPWM
469
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$262K +$262K +3,332 New
NP
470
Nilsine Partners
Colorado
$259K +$24.2K +307 +10%
RIL
471
Rothschild Investment LLC
Illinois
$257K +$257K +3,264 New
FCFC
472
First Citizens Financial Corp
Iowa
$257K – – –
RWA
473
Redhawk Wealth Advisors
Minnesota
$254K +$17.3K +220 +7%
HI
474
Horizon Investments
North Carolina
$251K +$4.17K +53 +2%
PA
475
Profund Advisors
Maryland
$249K +$249K +3,169 New
17 18
19
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