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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 %
ESCM
776
Echo Street Capital Management
New York
– -$460K -6,378 Closed
PFS
777
Prospera Financial Services
Texas
– -$456K -6,333 Closed
PCS
778
Personal CFO Solutions
New Jersey
– -$427K -5,922 Closed
HBT
779
Heartland Bank & Trust
Illinois
– -$413K -5,732 Closed
C
780
CEDRUS
Colorado
– -$350K -4,850 Closed
IWC
781
Integrated Wealth Concepts
Massachusetts
– -$341K -4,733 Closed
CFAM
782
Center For Asset Management
Florida
– -$302K -4,190 Closed
RWP
783
RWA Wealth Partners
Massachusetts
– -$285K -3,957 Closed
AA
784
Auxano Advisors
Washington
– -$278K -3,855 Closed
FA
785
FDx Advisors
Illinois
– -$278K -3,852 Closed
AWM
786
Affinity Wealth Management
Delaware
– -$272K -3,780 Closed
RWM
787
Ritholtz Wealth Management
New York
– -$243K -3,378 Closed
FMAEN1
788
Fund Management at Engine No 1
California
– -$229K -3,179 Closed
MWC
789
MBM Wealth Consultants
Missouri
– -$222K -3,178 Closed
JSL
790
JT Stratford LLC
Georgia
– -$228K -3,164 Closed
CFS
791
CRA Financial Services
New Jersey
– -$216K -3,000 Closed
RCAG
792
Rehmann Capital Advisory Group
Michigan
– -$215K -2,980 Closed
GA
793
Geller Advisors
New York
– -$213K -2,958 Closed
VF
794
Virtu Financial
New York
– -$206K -2,854 Closed
DILIC
795
Dai-ichi Life Insurance Company
Japan
– -$205K -2,843 Closed
MS
796
Maven Securities
Jersey
– -$204K -2,826 Closed
IG
797
ING Group
Netherlands
– -$176K -2,436 Closed
OIA
798
Optimum Investment Advisors
Illinois
– -$141K -1,950 Closed
SCA
799
Stonebridge Capital Advisors
Minnesota
– -$113K -1,570 Closed
AA
800
AlphaCentric Advisors
Puerto Rico
– -$94.3K -1,308 Closed
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