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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 %
CCA
501
Cora Capital Advisors
New Jersey
$218K +$218K +2,878 New
LA
502
Latitude Advisors
Florida
$218K +$218K +2,873 New
HFM
503
Harvest Fund Management
China
$214K – – –
JWCA
504
J.W. Cole Advisors
Florida
$212K +$1.29K +17 +0.6%
AWS
505
Atria Wealth Solutions
New York
$212K +$1.29K +17 +0.6%
SNB
506
Security National Bank
Nebraska
$212K – – –
CC
507
Commons Capital
Massachusetts
$209K -$35.2K -464 -14%
SFG
508
Sather Financial Group
Texas
$209K – – –
OFG
509
Oxford Financial Group
Indiana
$209K +$209K +2,751 New
AIP
510
Ameritas Investment Partners
Nebraska
$208K – – –
SPC
511
Sigma Planning Corp
Michigan
$208K -$21.7K -286 -9%
PA
512
Profund Advisors
Maryland
$205K -$5.31K -70 -3%
BJL
513
Brighton Jones LLC
Washington
$205K +$205K +2,701 New
RFA
514
Resurgent Financial Advisors
Georgia
$204K -$152 -2 -0.1%
TAM
515
Trust Asset Management
Texas
$203K +$203K +2,678 New
CCA
516
Checchi Capital Advisers
California
$201K +$201K +2,651 New
TRCT
517
Tower Research Capital (TRC)
New York
$194K -$251K -3,314 -56%
ACA
518
Atlas Capital Advisors
Wyoming
$192K -$29.7K -392 -13%
WFA
519
West Financial Advisors
Iowa
$191K +$57.2K +754 +43%
WT
520
Whittier Trust
California
$190K -$1.37K -18 -0.7%
TFGT
521
TS Financial Group (TSFG)
Illinois
$188K – – –
VAG
522
VisionPoint Advisory Group
Texas
$187K +$187K +2,462 New
S
523
SignatureFD
Georgia
$183K -$2.5K -33 -1%
PA
524
Parallel Advisors
California
$168K -$19.5K -257 -10%
T
525
TOBAM
France
$164K +$69.8K +923 +74%
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