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Principal Financial Group
PFG

Overview Fund Activity

716 hedge funds and large institutions have $12.4B invested in Principal Financial Group in 2023 Q3 according to their latest regulatory filings, with 65 funds opening new positions, 215 increasing their positions, 280 reducing their positions, and 65 closing their positions.

Holders
716
Holders Change
-9
Holders Change %
-1.24%
% of All Funds
11.42%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
65
Increased
215
Reduced
280
Closed
65
Calls
$18M
Puts
$10.1M
Net Calls
+$7.81M
Net Calls Change
+$1.97M

Top Buyers

1
Balyasny Asset Management
1
Balyasny Asset Management
Illinois
$104M
2
Capital Research Global Investors
2
Capital Research Global Investors
California
$706M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$319M
4
HSBC Holdings
4
HSBC Holdings
United Kingdom
$87.3M
5
GC
5
Gillson Capital
Illinois
$23.2M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$872M
2
AQR Capital Management
2
AQR Capital Management
Connecticut
$6.11M
3
Geode Capital Management
3
Geode Capital Management
Massachusetts
$372M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$2.09B
5
Goldman Sachs
5
Goldman Sachs
New York
$141M
Name Market Value Shares Shares
Change 		Shares
Change %
E
726
Ergoteles
New York
– – -13,885 Closed
JFG
727
Jefferies Financial Group
New York
– – -13,238 Closed
BC
728
Bridgefront Capital
Texas
– – -11,425 Closed
GAM
729
Gotham Asset Management
New York
– – -11,315 Closed
MF
730
Magnetar Financial
Illinois
– – -8,927 Closed
SAM
731
Strategy Asset Managers
California
– – -8,474 Closed
V
732
Veritable
Delaware
– – -8,216 Closed
UH
733
Unigestion Holding
Switzerland
– – -7,138 Closed
DF
734
Donoghue Forlines
Massachusetts
– – -5,859 Closed
SPA
735
Sherbrooke Park Advisers
New York
– – -5,700 Closed
BBP
736
Banco BTG Pactual
Brazil
– – -5,346 Closed
MM
737
MQS Management
New York
– – -5,319 Closed
Rockefeller Capital Management
738
Rockefeller Capital Management
New York
– – -5,101 Closed
SXL
739
Summit X LLC
Missouri
– – -4,769 Closed
Capstone Investment Advisors
740
Capstone Investment Advisors
New York
– – -4,306 Closed
AA
741
ALPS Advisors
Colorado
– – -4,124 Closed
OW
742
Olistico Wealth
Oklahoma
– – -3,830 Closed
I
743
InceptionR
California
– – -3,791 Closed
MAM
744
MMA Asset Management
Pennsylvania
– – -3,505 Closed
APA
745
Astoria Portfolio Advisors
New York
– – -3,260 Closed
CI
746
Cigna Investments
Connecticut
– – -2,925 Closed
IWM
747
IHT Wealth Management
Illinois
– – -2,886 Closed
CCA
748
Cora Capital Advisors
New Jersey
– – -2,878 Closed
LA
749
Latitude Advisors
Florida
– – -2,873 Closed
AWS
750
Atria Wealth Solutions
New York
– – -2,796 Closed
28 29
30
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