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Principal Financial Group
PFG

Overview Fund Activity

749 hedge funds and large institutions have $13.5B invested in Principal Financial Group in 2023 Q4 according to their latest regulatory filings, with 115 funds opening new positions, 223 increasing their positions, 283 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
749
Holders Change
+33
Holders Change %
+4.61%
% of All Funds
10.98%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
115
Increased
223
Reduced
283
Closed
73
Calls
$14.4M
Puts
$12.7M
Net Calls
+$1.71M
Net Calls Change
-$6.11M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$537M
2
PI
PineBridge Investments
New York
$45.3M
3
Norges Bank
Norges Bank
Norway
$254M
4
Barclays
Barclays
United Kingdom
$83.3M
5
Millennium Management
Millennium Management
New York
$48.4M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
$507M
2
Bank of America
Bank of America
North Carolina
$832M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$93.2M
4
BlackRock
BlackRock
New York
$1.49B
5
AssetMark Inc
AssetMark Inc
California
$94.9K
Name Holding Trade Value Shares
Change 		Shares
Change %
MFT
701
Moisand Fitzgerald Tamayo
Florida
$8.65K – – –
PBK
702
Peoples Bank (Kansas)
Kansas
$8.65K – – –
SL
703
Salomon & Ludwin
Virginia
$8.58K – – –
RFG
704
REAP Financial Group
Texas
$8.51K +$8.51K +108 New
PPC
705
Park Place Capital
Alabama
$8.5K -$3.46K -44 -29%
KHC
706
Koesten Hirschmann & Crabtree
Kansas
$8.1K – – –
BCA
707
Bray Capital Advisors
Florida
$7.95K – – –
AP
708
Atwood & Palmer
Missouri
$7.87K – – –
CPG
709
Cornerstone Planning Group
New Jersey
$7.87K – – –
AEPWM
710
Atlantic Edge Private Wealth Management
Florida
$7.87K +$7.87K +100 New
EBA
711
Eagle Bay Advisors
New York
$6.14K -$3.15K -40 -34%
POIA
712
Pin Oak Investment Advisors
Texas
$6K – – –
RCM
713
Raleigh Capital Management
North Carolina
$5.9K +$5.9K +75 New
ME
714
McIlrath & Eck
Washington
$5.59K – – –
FFA
715
Frazier Financial Advisors
Ohio
$5.2K +$5.2K +66 New
GC
716
Globeflex Capital
California
$4.96K – – –
DCM
717
Davis Capital Management
Florida
$3.62K +$3.62K +46 New
VCM
718
Versant Capital Management
Arizona
$3.54K +$629 +8 +22%
GWM
719
Guardian Wealth Management
Illinois
$3.26K – – –
AWM
720
Abound Wealth Management
Tennessee
$3.23K – – –
TCWA
721
Turtle Creek Wealth Advisors
Texas
$2.99K +$2.99K +38 New
PWMG
722
Prestige Wealth Management Group
New Jersey
$2.68K -$629 -8 -19%
PIM
723
Plato Investment Management
Australia
$2.67K +$2.67K +34 New
TFM
724
TFC Financial Management
Massachusetts
$2.54K – – –
DPW
725
DiNuzzo Private Wealth
Pennsylvania
$2.36K +$2.36K +30 New
27 28
29
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