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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 %
QCG
526
Quadrant Capital Group
Ohio
$161K -$531 -7 -0.3%
WP
527
WealthPLAN Partners
Nebraska
$149K -$37.7K -497 -20%
OIA
528
Optimum Investment Advisors
Illinois
$148K – – –
HNB
529
Huntington National Bank
Ohio
$142K -$22.1K -292 -13%
HI
530
Harbour Investments
Wisconsin
$140K -$38.2K -504 -21%
UM
531
UniSuper Management
Australia
$137K +$137K +1,800 New
SCM
532
Silvant Capital Management
Georgia
$132K – – –
TCWA
533
Ten Capital Wealth Advisors
Washington
$129K +$9.75K +129 +8%
SCA
534
Stonebridge Capital Advisors
Minnesota
$125K – – –
SOW
535
State of Wyoming
Wyoming
$122K +$34K +448 +39%
HIA
536
Harbor Investment Advisory
Maryland
$120K – – –
HBT
537
Hills Bank & Trust
Iowa
$118K +$11.4K +150 +11%
JFA
538
JNBA Financial Advisors
Minnesota
$116K – – –
VSQM
539
V-Square Quantitative Management
Illinois
$114K +$114K +1,499 New
PCM
540
Penserra Capital Management
California
$111K +$110K +1,454 +10,386%
Caisse de Depot et Placement du Quebec (CDPQ)
541
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$110K -$26.1M -344,494 -100%
AA
542
AlphaCentric Advisors
Puerto Rico
$110K -$5.31K -70 -5%
LTI
543
Laffer Tengler Investments
Tennessee
$106K – – –
CAL
544
Capital Analysts LLC
Pennsylvania
$105K – – –
TH
545
TCTC Holdings
Texas
$105K – – –
FCA
546
FinTrust Capital Advisors
South Carolina
$101K – – –
AF
547
Advisornet Financial
Minnesota
$100K +$1.59K +21 +2%
JWA
548
JFS Wealth Advisors
Pennsylvania
$99.8K +$531 +7 +0.5%
CFB
549
Cullen/Frost Bankers
Texas
$97.9K -$177K -2,330 -64%
CAL
550
Capital Advisors Ltd
Ohio
$91K +$90.2K +1,192 +11,920%
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