Principal Financial Group
794 hedge funds and large institutions have $13B invested in Principal Financial Group in 2024 Q2 according to their latest regulatory filings, with 93 funds opening new positions, 285 increasing their positions, 254 reducing their positions, and 55 closing their positions.
69% more first-time investments, than exits
New positions opened: 93 | Existing positions closed: 55
13% more call options, than puts
Call options by funds: $21.2M | Put options by funds: $18.7M
12% more repeat investments, than reductions
Existing positions increased: 285 | Existing positions reduced: 254
4% more funds holding
Funds holding: 765 → 794 (+29)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
0.18% less ownership
Funds ownership: 70.85% → 70.67% (-0.18%)
10% less capital invested
Capital invested by funds: $14.4B → $13B (-$1.41B)
Top Buyers
| 1 |
UBS AM
Chicago,
Illinois
|
+$39.3M |
| 2 |
BlackRock
New York
|
+$26.9M |
| 3 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$24.2M |
| 4 |
Acadian Asset Management
Boston,
Massachusetts
|
+$23.1M |
| 5 |
Norges Bank
Oslo,
Norway
|
+$22M |
Top Sellers
| 1 |
Citadel Advisors
Miami,
Florida
|
-$52.3M |
| 2 |
Amundi
Paris,
France
|
-$44.9M |
| 3 |
Marshall Wace
London,
United Kingdom
|
-$38.3M |
| 4 |
Point72 Asset Management
Stamford,
Connecticut
|
-$34.1M |
| 5 |
HF
HRT Financial
New York
|
-$27.1M |
PFG Hedge Fund Activity: Q2 2024 in Review
794 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Principal Financial Group (PFG) for Q2 2024, worth a combined $13B — down 9.8% from $14.4B a quarter earlier.
Buyers outnumbered sellers: 93 funds opened new PFG positions and 55 closed out — a net gain of 38 holders — while 285 added to existing stakes and 254 trimmed.
The largest buyer was UBS AM, adding an estimated $39.3M. The largest seller was Citadel Advisors, cutting an estimated $52.3M.
- 794 institutional investors held Principal Financial Group (PFG) as of Q2 2024, up from 765 in Q1 2024.
- Funds reported $13B of Principal Financial Group stock for Q2 2024, down 9.8% quarter-over-quarter.
- 93 funds opened new Principal Financial Group positions in Q2 2024 and 55 closed out, a net change of +38 holders.
- The largest Principal Financial Group buyer in Q2 2024 was UBS AM, an estimated $39.3M added.
- The largest Principal Financial Group seller in Q2 2024 was Citadel Advisors, an estimated $52.3M sold.
Based on aggregated 13F filings for Q2 2024.