PFG icon

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 %
RFG
676
RFP Financial Group
Georgia
$9.56K 126 – –
Jones Financial Companies
677
Jones Financial Companies
Missouri
$9.4K 124 -1 -0.8%
CAS
678
Coppell Advisory Solutions
Texas
$9.22K 122 +122 New
MFG
679
Mendota Financial Group
Wisconsin
$8.95K 118 – –
BAAM
680
Baker Avenue Asset Management
California
$8.95K 118 -13 -10%
EARNEST Partners
681
EARNEST Partners
Georgia
$8.8K 116 – –
SC
682
SouthState Corp
Florida
$8.65K 114 – –
FFA
683
Farther Finance Advisors
California
$8.57K 113 -23 -17%
MFT
684
Moisand Fitzgerald Tamayo
Florida
$8.34K 110 – –
TFP
685
Tilia Fiduciary Partners
North Carolina
$8.19K 108 – –
KHC
686
Koesten Hirschmann & Crabtree
Kansas
$7.81K 103 – –
BCA
687
Bray Capital Advisors
Florida
$7.66K 101 – –
HC
688
Hoese & Co
Minnesota
$7.58K 100 – –
CPG
689
Cornerstone Planning Group
New Jersey
$7.58K 100 +100 New
RI
690
Ridgewood Investments
New Jersey
$7.28K 96 – –
EBA
691
Eagle Bay Advisors
New York
$7.28K 96 – –
GKIM
692
GW&K Investment Management
Massachusetts
$7K 92 +92 New
AA
693
Ancora Advisors
Ohio
$6.83K 90 – –
CHA
694
Carmichael Hill & Associates
Maryland
$6.6K 87 – –
GBT
695
Grove Bank & Trust
Florida
$6.07K 80 -217 -73%
POIA
696
Pin Oak Investment Advisors
Texas
$6K 78 – –
ME
697
McIlrath & Eck
Washington
$5.39K 71 – –
GC
698
Globeflex Capital
California
$4.78K 63 – –
AWM
699
Abound Wealth Management
Tennessee
$3.88K 51 +10 +24%
SIC
700
SJS Investment Consulting
Ohio
$3.11K 41 +17 +71%
26 27
28
29 30