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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 %
GWM
701
Guardian Wealth Management
Illinois
$3.06K 40 – –
HS
702
Horan Securities
United States
$3.03K 40 – –
SIA
703
SkyView Investment Advisors
New Jersey
$3K 35 +9 +35%
VCM
704
Versant Capital Management
Arizona
$2.81K 37 – –
SWA
705
SOA Wealth Advisors
New York
$2.66K 35 – –
DI
706
Disciplined Investments
Oklahoma
$2.65K 35 – –
PSB
707
Piscataqua Savings Bank
New Hampshire
$2.65K 35 – –
PWMG
708
Prestige Wealth Management Group
New Jersey
$2.58K 34 – –
TFM
709
TFC Financial Management
Massachusetts
$2.45K 32 – –
CWC
710
Carolinas Wealth Consulting
North Carolina
$2.2K 29 – –
FGAM
711
Financial Gravity Asset Management
Texas
$1.95K 76 +2 +3%
IPW
712
Impact Partnership Wealth
Georgia
$1.9K 25 +25 New
GWSA
713
Global Wealth Strategies & Associates
Colorado
$1.52K 20 – –
WPA
714
West Paces Advisors
Georgia
$1.44K 19 – –
TAM
715
Tucker Asset Management
Colorado
$1.37K 18 – –
Kayne Anderson Rudnick Investment Management
716
Kayne Anderson Rudnick Investment Management
California
$1.14K 15 +15 New
TFA
717
Transamerica Financial Advisors
Florida
$1K 1 – –
BG
718
Bollard Group
Massachusetts
$1K 15 +15 New
LFG
719
Larson Financial Group
Missouri
$926 12 – –
NSIM
720
North Star Investment Management
Illinois
$910 12 – –
CTWM
721
Cherry Tree Wealth Management
Minnesota
$607 8 +8 New
TWP
722
TFO Wealth Partners
Ohio
$455 6 – –
MHR
723
Matthew Hamilton Rosenberg
$455 6 +1 +20%
JWM
724
Janiczek Wealth Management
Colorado
$304 4 – –
HF
725
HRT Financial
New York
– – -184,724 Closed
27 28
29
30 31