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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 %
CWP
751
Cyndeo Wealth Partners
Florida
– – -4,314 Closed
XT
752
XTX Topco
Cayman Islands
– – -4,188 Closed
BAM
753
Belpointe Asset Management
Nevada
– – -4,017 Closed
BCM
754
Bayesian Capital Management
New York
– – -3,800 Closed
IUHSA
755
Itau Unibanco Holding S.A.
Brazil
– – -3,798 Closed
CCIA
756
Campbell & Co Investment Adviser
Maryland
– – -3,489 Closed
AG
757
AIA Group
Hong Kong
– – -3,464 Closed
GA
758
Gateway Advisory
New Jersey
– – -3,269 Closed
HWM
759
HB Wealth Management
Georgia
– – -3,259 Closed
KI
760
Kapitalo Investimentos
Brazil
– – -3,258 Closed
BCI
761
Brinker Capital Investments
Pennsylvania
– – -3,162 Closed
OPS
762
Orion Portfolio Solutions
Nebraska
– – -3,162 Closed
MG
763
Meritage Group
California
– – -3,063 Closed
PCMC
764
Paragon Capital Management (Colorado)
Colorado
– – -3,059 Closed
Brown Advisory
765
Brown Advisory
Maryland
– – -3,010 Closed
WC
766
Wexford Capital
Florida
– – -2,963 Closed
AAS
767
Avantax Advisory Services
Texas
– – -2,896 Closed
SW
768
SVB Wealth
Massachusetts
– – -2,891 Closed
AWM
769
Axxcess Wealth Management
California
– – -2,823 Closed
PI
770
PFG Investments
New York
– – -2,776 Closed
ST
771
Sageworth Trust
Pennsylvania
– – -2,577 Closed
AWM
772
Accel Wealth Management
Iowa
– – -1,956 Closed
IAIM
773
International Assets Investment Management
Florida
– – -1,908 Closed
SSC
774
Syverson Strege & Co
Iowa
– – -1,875 Closed
TWA
775
TCI Wealth Advisors
Arizona
– – -1,054 Closed
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