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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 %
TC
751
TwinBeech Capital
New York
– -$12.5M -173,335 Closed
Walleye Capital
752
Walleye Capital
New York
– -$5.28M -73,220 Closed
ACM
753
Argent Capital Management
Missouri
– -$4.31M -59,776 Closed
MPM
754
Meritage Portfolio Management
Kansas
– -$3.02M -41,833 Closed
VanEck Associates
755
VanEck Associates
New York
– -$2.48M -34,468 Closed
DTL
756
Dynamic Technology Lab
Singapore
– -$1.99M -27,580 Closed
MLM
757
Mount Lucas Management
Pennsylvania
– -$1.87M -25,916 Closed
1832 Asset Management
758
1832 Asset Management
Ontario, Canada
– -$1.57M -21,725 Closed
IFU
759
iSAM Funds (UK)
United Kingdom
– -$1.48M -20,532 Closed
BPC
760
Banque Pictet & Cie
Switzerland
– -$1.45M -20,081 Closed
Grantham, Mayo, Van Otterloo & Co (GMO)
761
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
– -$999K -13,861 Closed
PRC
762
Pearl River Capital
Michigan
– -$976K -13,542 Closed
EC
763
Estate Counselors
Wisconsin
– -$952K -13,210 Closed
CAGAS
764
Capital Advisory Group Advisory Services
Minnesota
– -$873K -12,115 Closed
Axa
765
Axa
France
– -$808K -11,208 Closed
SIA
766
Strategic Investment Advisors
Michigan
– -$749K -10,389 Closed
AC
767
AXQ Capital
New Jersey
– -$721K -10,000 Closed
DA
768
Duality Advisers
Florida
– -$695K -9,649 Closed
BCV
769
Banque Cantonale Vaudoise
Switzerland
– -$674K -9,355 Closed
VEA
770
Virtus ETF Advisers
New York
– -$643K -8,928 Closed
Envestnet Portfolio Solutions
771
Envestnet Portfolio Solutions
Illinois
– -$577K -8,002 Closed
BMCM
772
Burns Matteson Capital Management
New York
– -$565K -7,842 Closed
Legacy Financial Group (Iowa)
773
Legacy Financial Group (Iowa)
Iowa
– -$559K -7,754 Closed
ACS
774
Archford Capital Strategies
Illinois
– -$532K -7,381 Closed
MC
775
Machina Capital
France
– -$514K -7,128 Closed
29 30
31
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