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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 Market Value Shares Shares
Change 		Shares
Change %
AAP
601
Arax Advisory Partners
Colorado
$38K 501 +5 +1%
TC
602
Truvestments Capital
Florida
$37.9K 500 – –
GWS
603
Glassman Wealth Services
Virginia
$37.8K 498 +16 +3%
M
604
MOTCO
Texas
$37.5K 494 -642 -57%
AWM
605
Avior Wealth Management
Nebraska
$35.6K 470 – –
AT
606
Avalon Trust
New Mexico
$35.3K 465 – –
ADL
607
Asset Dedication LLC
California
$35K 453 – –
FA
608
Fiduciary Alliance
South Carolina
$34.7K 457 +457 New
LF
609
Lee Financial
Texas
$34.5K 455 -25 -5%
PAG
610
Paladin Advisory Group
Iowa
$34.1K 449 – –
FHA
611
First Horizon Advisors
Tennessee
$33.8K 445 -346 -44%
VWM
612
Venturi Wealth Management
Texas
$33.4K 440 +4 +0.9%
BIA
613
Bell Investment Advisors
California
$31.7K 418 +9 +2%
BLC
614
Brown, Lisle/Cummings
Rhode Island
$31.5K 416 +416 New
BWAM
615
Boyd Watterson Asset Management
Ohio
$31.5K 415 – –
WWP
616
WR Wealth Planners
Missouri
$31.4K 414 +3 +0.7%
GWSG
617
GPS Wealth Strategies Group
Colorado
$30.6K 404 +22 +6%
IGWM
618
ICA Group Wealth Management
Colorado
$30.3K 400 – –
MWA
619
Miller Wealth Advisors
Colorado
$30K 396 -608 -61%
RTC
620
Riverview Trust Company
Washington
$30K 396 – –
MA
621
MCF Advisors
Kentucky
$29.9K 394 – –
WAM
622
WFA Asset Management
Wisconsin
$29.5K 389 +2 +0.5%
AFS
623
Annapolis Financial Services
Maryland
$28.7K 379 – –
DWMG
624
DB Wealth Management Group
California
$28.6K 377 – –
MPWT
625
MassMutual Private Wealth & Trust
Connecticut
$27.9K 368 +45 +14%
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