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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 %
BCM
801
Bridgeway Capital Management
Texas
– – -8,000 Closed
MYLI
802
Meiji Yasuda Life Insurance
Japan
– – -6,929 Closed
FTDI
803
First Trust Direct Indexing
Massachusetts
– – -6,479 Closed
DM
804
Deerfield Management
New York
– – -6,268 Closed
Fuller & Thaler Asset Management
805
Fuller & Thaler Asset Management
California
– – -6,043 Closed
AC
806
AXQ Capital
New Jersey
– – -5,816 Closed
GPW
807
Gentry Private Wealth
Kansas
– – -5,743 Closed
FRM
808
Fox Run Management
Connecticut
– – -5,449 Closed
Walleye Capital
809
Walleye Capital
New York
– – -4,650 Closed
QIM
810
Quantitative Investment Management
Virginia
– – -4,594 Closed
WS
811
Wedbush Securities
California
– – -4,290 Closed
HCM
812
Howard Capital Management
Georgia
– – -4,266 Closed
DFCM
813
Dark Forest Capital Management
Puerto Rico
– – -3,934 Closed
MPM
814
MBB Public Markets
Illinois
– – -3,870 Closed
DEA
815
DoubleLine ETF Adviser
Florida
– – -3,635 Closed
QCM
816
Qsemble Capital Management
New York
– – -3,620 Closed
BPA
817
Beacon Pointe Advisors
California
– – -3,572 Closed
SF
818
Synovus Financial
Georgia
– – -3,270 Closed
LA
819
LVW Advisors
New York
– – -3,251 Closed
EC
820
EntryPoint Capital
New York
– – -3,030 Closed
Koshinski Asset Management
821
Koshinski Asset Management
Illinois
– – -2,880 Closed
EI
822
Ellevest Inc
New York
– – -2,860 Closed
WANY
823
Wealthspire Advisors (New York)
New York
– – -2,742 Closed
GL
824
Graypoint LLC
New York
– – -2,626 Closed
AA
825
Advisory Alpha
Michigan
– – -2,587 Closed
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