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Principal Financial Group
PFG

Overview Fund Activity

776 hedge funds and large institutions have $13.8B invested in Principal Financial Group in 2024 Q3 according to their latest regulatory filings, with 78 funds opening new positions, 254 increasing their positions, 288 reducing their positions, and 82 closing their positions.

Holders
776
Holders Change
-13
Holders Change %
-1.65%
% of All Funds
11.23%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
78
Increased
254
Reduced
288
Closed
82
Calls
$26.5M
Puts
$16.9M
Net Calls
+$9.58M
Net Calls Change
+$7.09M

Top Buyers

1
Invesco
1
Invesco
Georgia
$282M
2
Bank of America
2
Bank of America
North Carolina
$956M
3
Goldman Sachs
3
Goldman Sachs
New York
$149M
4
Amundi
4
Amundi
France
$94.1M
5
Massachusetts Financial Services
5
Massachusetts Financial Services
Massachusetts
$40M

Top Sellers

1
Norges Bank
1
Norges Bank
Norway
$0
2
Capital Research Global Investors
2
Capital Research Global Investors
California
$426M
3
MPI
3
Mairs & Power Inc
Minnesota
$74.7M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$2.36B
5
Jane Street
5
Jane Street
New York
$719K
Name Market Value Shares Shares
Change 		Shares
Change %
IFU
801
iSAM Funds (UK)
United Kingdom
– – -17,243 Closed
MFS
802
Mirabella Financial Services
United Kingdom
– – -15,903 Closed
MWA
803
Midland Wealth Advisors
Illinois
– – -15,574 Closed
MF
804
Magnetar Financial
Illinois
– – -13,556 Closed
Walleye Trading
805
Walleye Trading
New York
– – -12,377 Closed
TCM
806
Teza Capital Management
Illinois
– – -11,461 Closed
DA
807
Denali Advisors
California
– – -10,748 Closed
IGAM
808
iA Global Asset Management
Quebec, Canada
– – -9,667 Closed
XT
809
XTX Topco
Cayman Islands
– – -8,943 Closed
Legacy Financial Group (Iowa)
810
Legacy Financial Group (Iowa)
Iowa
– – -8,741 Closed
PRC
811
Pearl River Capital
Michigan
– – -8,643 Closed
SAM
812
Strategy Asset Managers
California
– – -8,474 Closed
PTC
813
Petrus Trust Company
Texas
– – -8,411 Closed
SPA
814
Sherbrooke Park Advisers
New York
– – -8,208 Closed
NB
815
NBT Bank
New York
– – -8,000 Closed
TSS
816
Two Sigma Securities
New York
– – -7,745 Closed
NC
817
nVerses Capital
Florida
– – -7,600 Closed
SRL
818
Scientech Research LLC
New Jersey
– – -7,374 Closed
SCM
819
Steele Capital Management
Iowa
– – -7,319 Closed
OFG
820
OmniStar Financial Group
North Carolina
– – -7,263 Closed
HIM
821
Hillsdale Investment Management
Ontario, Canada
– – -7,160 Closed
OTL
822
Oak Thistle LLC
New York
– – -5,792 Closed
SW
823
Simplicity Wealth
New Jersey
– – -5,334 Closed
CM
824
Capula Management
Cayman Islands
– – -5,270 Closed
MS
825
Maven Securities
Jersey
– – -4,650 Closed
31 32
33
34 35