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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 %
CC
726
Centiva Capital
New York
– – -64,806 Closed
MCM
727
MKP Capital Management
New York
– – -61,194 Closed
QT
728
Quantbot Technologies
New York
– – -34,168 Closed
LS
729
Leelyn Smith
Illinois
– – -32,725 Closed
SSA
730
Schonfeld Strategic Advisors
New York
– – -32,533 Closed
LP
731
LMR Partners
United Kingdom
– – -19,660 Closed
Tudor Investment Corp
732
Tudor Investment Corp
Connecticut
– – -18,105 Closed
IAIM
733
Industrial Alliance Investment Management
Quebec, Canada
– – -14,963 Closed
LCM
734
Laurion Capital Management
New York
– – -13,821 Closed
AIM
735
Aigen Investment Management
New York
– – -11,288 Closed
TSS
736
Two Sigma Securities
New York
– – -9,051 Closed
CSS
737
Cubist Systematic Strategies
Connecticut
– – -7,465 Closed
TNBTD
738
Trustmark National Bank Trust Department
Mississippi
– – -6,823 Closed
BAM
739
Blueshift Asset Management
New Jersey
– – -6,515 Closed
IFU
740
iSAM Funds (UK)
United Kingdom
– – -6,325 Closed
VI
741
Versor Investments
New York
– – -5,908 Closed
T
742
TCWP
Ohio
– – -5,729 Closed
CC
743
Cipher Capital
New York
– – -5,631 Closed
VF
744
Virtu Financial
New York
– – -5,615 Closed
SEC
745
Seven Eight Capital
New York
– – -5,596 Closed
CIM
746
Contravisory Investment Management
Massachusetts
– – -5,401 Closed
MS
747
Maven Securities
Jersey
– – -5,115 Closed
ESCM
748
Echo Street Capital Management
New York
– – -5,052 Closed
TFA
749
Teamwork Financial Advisors
Texas
– – -4,832 Closed
FRM
750
Fox Run Management
Connecticut
– – -4,478 Closed
28 29
30
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