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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 %
AAS
776
Ameritas Advisory Services
Nebraska
– – -922 Closed
ONST
777
Old North State Trust
North Carolina
– – -922 Closed
PI
778
PEAK6 Investments
Illinois
– – -480 Closed
SC
779
Schubert & Co
Texas
– – -351 Closed
MAWCM
780
Mine & Arao Wealth Creation & Management
California
– – -321 Closed
SIS
781
Strategic Investment Solutions
Illinois
– – -189 Closed
CT
782
Colonial Trust
South Carolina
– – -133 Closed
WIM
783
WealthPlan Investment Management
Nebraska
– – -126 Closed
PCM
784
Pointe Capital Management
Michigan
– – -115 Closed
FCA
785
Fortis Capital Advisors
Kansas
– – -60 Closed
Loomis, Sayles & Company
786
Loomis, Sayles & Company
Massachusetts
– – -42 Closed
CBT
787
Central Bank & Trust
Kentucky
– – -16 Closed
2L
788
25 LLC
Missouri
– – -7 Closed
WWM
789
Wolff Wiese Magana
California
– – -5 Closed
Walleye Capital
790
Walleye Capital
New York
– – – –
SC
791
Shay Capital
New York
– – – –
CWA
792
Clearview Wealth Advisors
Oregon
– – – –
Wolverine Trading
793
Wolverine Trading
Illinois
– – – –
Simplex Trading
794
Simplex Trading
Illinois
– – – –
Group One Trading
795
Group One Trading
Illinois
– – – –
Walleye Trading
796
Walleye Trading
New York
– – – –
AW
797
Avion Wealth
Texas
$0 14 +14 New
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