Principal Financial Group
783 hedge funds and large institutions have $14.1B invested in Principal Financial Group in 2024 Q3 according to their latest regulatory filings, with 79 funds opening new positions, 256 increasing their positions, 291 reducing their positions, and 82 closing their positions.
57% more call options, than puts
Call options by funds: $26.5M | Put options by funds: $16.9M
8% more capital invested
Capital invested by funds: $13B → $14.1B (+$1.1B)
0.2% more ownership
Funds ownership: 70.67% → 70.87% (+0.2%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
4% less first-time investments, than exits
New positions opened: 79 | Existing positions closed: 82
1% less funds holding
Funds holding: 794 → 783 (-11)
12% less repeat investments, than reductions
Existing positions increased: 256 | Existing positions reduced: 291
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
+$55.1M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$33.4M |
| 3 |
Goldman Sachs
New York
|
+$19.6M |
| 4 |
Amundi
Paris,
France
|
+$19.5M |
| 5 |
Massachusetts Financial Services
Boston,
Massachusetts
|
+$17.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
-$133M |
| 2 |
MPI
Mairs & Power Inc
St Paul,
Minnesota
|
-$27.3M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
-$19.7M |
| 4 |
ECM
ExodusPoint Capital Management
New York
|
-$18.2M |
| 5 |
Jane Street
New York
|
-$18.1M |
PFG Hedge Fund Activity: Q3 2024 in Review
783 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Principal Financial Group (PFG) for Q3 2024, worth a combined $14.1B — up 8.4% from $13B a quarter earlier.
Sellers outnumbered buyers: 82 funds closed out of PFG and 79 opened new positions — a net loss of 3 holders — while 291 trimmed existing stakes and 256 added.
The largest buyer was Invesco, adding an estimated $55.1M. The largest seller was Capital Research Global Investors, cutting an estimated $133M.
- 783 institutional investors held Principal Financial Group (PFG) as of Q3 2024, down from 794 in Q2 2024.
- Funds reported $14.1B of Principal Financial Group stock for Q3 2024, up 8.4% quarter-over-quarter.
- 79 funds opened new Principal Financial Group positions in Q3 2024 and 82 closed out, a net change of -3 holders.
- The largest Principal Financial Group buyer in Q3 2024 was Invesco, an estimated $55.1M added.
- The largest Principal Financial Group seller in Q3 2024 was Capital Research Global Investors, an estimated $133M sold.
Based on aggregated 13F filings for Q3 2024.