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Principal Financial Group
PFG

Overview Fund Activity

778 hedge funds and large institutions have $12.6B invested in Principal Financial Group in 2024 Q4 according to their latest regulatory filings, with 92 funds opening new positions, 269 increasing their positions, 270 reducing their positions, and 79 closing their positions.

Holders
778
Holders Change
+2
Holders Change %
+0.26%
% of All Funds
10.36%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
92
Increased
269
Reduced
270
Closed
79
Calls
$21.5M
Puts
$8.69M
Net Calls
+$12.8M
Net Calls Change
+$3.19M

Top Buyers

1
Norges Bank
1
Norges Bank
Norway
$217M
2
Qube Research & Technologies (QRT)
2
Qube Research & Technologies (QRT)
United Kingdom
$55.1M
3
Deutsche Bank
3
Deutsche Bank
Germany
$115M
4
UBS Group
4
UBS Group
Switzerland
$115M
5
Citadel Advisors
5
Citadel Advisors
Florida
$31.9M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$759M
2
Invesco
2
Invesco
Georgia
$213M
3
Goldman Sachs
3
Goldman Sachs
New York
$94.5M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$153M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$118M
Name Market Value Shares Shares
Change 		Shares
Change %
SWA
776
SOA Wealth Advisors
New York
$87 1 – –
CIA
777
Cape Investment Advisory
Georgia
$77 1 +1 New
YDMI
778
Y.D. More Investments
Israel
$56 266 +143 +116%
GC
779
Gillson Capital
Illinois
– – -195,101 Closed
IAIM
780
International Assets Investment Management
Florida
– – -132,200 Closed
Hudson Bay Capital Management
781
Hudson Bay Capital Management
Connecticut
– – -120,000 Closed
LIP
782
Lighthouse Investment Partners
Florida
– – -112,540 Closed
Teacher Retirement System of Texas
783
Teacher Retirement System of Texas
Texas
– – -102,080 Closed
CCIA
784
Campbell & Co Investment Adviser
Maryland
– – -62,662 Closed
AAF
785
Andra AP-fonden
Sweden
– – -53,400 Closed
JFG
786
Jefferies Financial Group
New York
– – -30,693 Closed
SIP
787
Stoneridge Investment Partners
Pennsylvania
– – -30,284 Closed
DT
788
Diversified Trust
Tennessee
– – -23,258 Closed
SO
789
STRS Ohio
Ohio
– – -20,587 Closed
RIM
790
Redwood Investment Management
Arizona
– – -18,245 Closed
WAM
791
Weiss Asset Management
Massachusetts
– – -17,171 Closed
SEC
792
Seven Eight Capital
New York
– – -14,657 Closed
BOSSRA
793
B.O.S.S. Retirement Advisors
Utah
– – -13,332 Closed
FC
794
FORA Capital
Florida
– – -13,242 Closed
BHCM
795
Brevan Howard Capital Management
Jersey
– – -11,465 Closed
LSV Asset Management
796
LSV Asset Management
Illinois
– – -10,600 Closed
SG Americas Securities
797
SG Americas Securities
New York
– – -9,864 Closed
VI
798
Versor Investments
New York
– – -9,602 Closed
MIS
799
Morningstar Investment Services
Illinois
– – -9,505 Closed
Parallax Volatility Advisers
800
Parallax Volatility Advisers
California
– – -8,616 Closed
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