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Principal Financial Group
PFG

794 hedge funds and large institutions have $13B invested in Principal Financial Group in 2024 Q2 according to their latest regulatory filings, with 93 funds opening new positions, 285 increasing their positions, 254 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

69% more first-time investments, than exits

New positions opened: 93 | Existing positions closed: 55

13% more call options, than puts

Call options by funds: $21.2M | Put options by funds: $18.7M

12% more repeat investments, than reductions

Existing positions increased: 285 | Existing positions reduced: 254

4% more funds holding

Funds holding: 765 → 794 (+29)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

0.18% less ownership

Funds ownership: 70.85% → 70.67% (-0.18%)

10% less capital invested

Capital invested by funds: $14.4B → $13B (-$1.41B)

Holders
794
Holders Change
+29
Holders Change %
+3.79%
% of All Funds
11.47%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
93
Increased
285
Reduced
254
Closed
55
Calls
$21.2M
Puts
$18.7M
Net Calls
+$2.49M
Net Calls Change
+$2.2M

Top Buyers

1
UBS AM
UBS AM
Illinois
+$39.3M
2
BlackRock
BlackRock
New York
+$26.9M
3
Deutsche Bank
Deutsche Bank
Germany
+$24.2M
4
Acadian Asset Management
Acadian Asset Management
Massachusetts
+$23.1M
5
Norges Bank
Norges Bank
Norway
+$22M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$52.3M
2
Amundi
Amundi
France
-$44.9M
3
Marshall Wace
Marshall Wace
United Kingdom
-$38.3M
4
Point72 Asset Management
Point72 Asset Management
Connecticut
-$34.1M
5
HF
HRT Financial
New York
-$27.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
DWP
526
Daymark Wealth Partners
Ohio
$242K +$250K +3,083 New
LCM
527
Laurion Capital Management
New York
$241K -$413K -5,084 -62%
JGIA
528
Jackson Grant Investment Advisers
Connecticut
$241K – – –
HWM
529
HB Wealth Management
Georgia
$239K +$20.4K +251 +9%
WPC
530
Wedmont Private Capital
Pennsylvania
$236K +$20.3K +250 +10%
SM
531
Sciencast Management
New Jersey
$235K -$413K -5,090 -63%
GMA
532
Glassy Mountain Advisors
Maryland
$235K – – –
SNBOSD
533
Security National Bank of So Dak
Iowa
$235K – – –
SFP
534
Shepherd Financial Partners
Massachusetts
$235K +$27.9K +344 +13%
Brown Advisory
535
Brown Advisory
Maryland
$235K +$243K +2,994 New
LIM
536
Longfellow Investment Management
Massachusetts
$234K +$1.62K +20 +0.7%
IPWA
537
International Private Wealth Advisors
California
$230K -$78.8K -970 -25%
CIA
538
Concurrent Investment Advisors
Florida
$228K +$236K +2,908 New
BP
539
Ballentine Partners
Massachusetts
$228K +$11.2K +138 +5%
NWM
540
Northwest Wealth Management
Iowa
$226K +$731 +9 +0.3%
SFA
541
Sequoia Financial Advisors
Ohio
$225K +$29.7K +366 +15%
CCA
542
Checchi Capital Advisers
California
$222K – – –
SCA
543
Snowden Capital Advisors
New York
$222K +$568 +7 +0.2%
BJL
544
Brighton Jones LLC
Washington
$221K +$3.41K +42 +2%
PA
545
Prossimo Advisors
California
$220K +$1.62K +20 +0.7%
SW
546
SVB Wealth
Massachusetts
$220K -$67.8K -835 -23%
SNB
547
Security National Bank
Nebraska
$219K – – –
BBHC
548
Brown Brothers Harriman & Co
New York
$219K +$205K +2,526 +964%
KC
549
Kinloch Capital
Virginia
$218K +$12.6K +155 +6%
S
550
SignatureFD
Georgia
$218K +$406 +5 +0.2%
20 21
22
23 24

PFG Hedge Fund Activity: Q2 2024 in Review

794 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Principal Financial Group (PFG) for Q2 2024, worth a combined $13B — down 9.8% from $14.4B a quarter earlier.

Buyers outnumbered sellers: 93 funds opened new PFG positions and 55 closed out — a net gain of 38 holders — while 285 added to existing stakes and 254 trimmed.

The largest buyer was UBS AM, adding an estimated $39.3M. The largest seller was Citadel Advisors, cutting an estimated $52.3M.

  • 794 institutional investors held Principal Financial Group (PFG) as of Q2 2024, up from 765 in Q1 2024.
  • Funds reported $13B of Principal Financial Group stock for Q2 2024, down 9.8% quarter-over-quarter.
  • 93 funds opened new Principal Financial Group positions in Q2 2024 and 55 closed out, a net change of +38 holders.
  • The largest Principal Financial Group buyer in Q2 2024 was UBS AM, an estimated $39.3M added.
  • The largest Principal Financial Group seller in Q2 2024 was Citadel Advisors, an estimated $52.3M sold.

Based on aggregated 13F filings for Q2 2024.