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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 %
BFM
826
Boothbay Fund Management
New York
– – -4,635 Closed
PP
827
Paloma Partners
Connecticut
– – -4,543 Closed
GSC
828
Ground Swell Capital
South Carolina
– – -4,241 Closed
MM
829
MQS Management
New York
– – -3,436 Closed
MOS
830
MGO One Seven
Ohio
– – -3,395 Closed
SP
831
Symmetry Partners
Connecticut
– – -3,395 Closed
Nomura Holdings
832
Nomura Holdings
Japan
– – -3,120 Closed
LCM
833
Laurion Capital Management
New York
– – -3,077 Closed
SM
834
Sciencast Management
New Jersey
– – -3,000 Closed
NWM
835
Northwest Wealth Management
Iowa
– – -2,884 Closed
SW
836
SVB Wealth
Massachusetts
– – -2,801 Closed
VF
837
Virtu Financial
New York
– – -2,723 Closed
GA
838
Geller Advisors
New York
– – -2,702 Closed
AI
839
Atria Investments
North Carolina
– – -2,571 Closed
GI
840
Gradient Investments
Minnesota
– – -1,610 Closed
ATPW
841
Ashton Thomas Private Wealth
Arizona
– – -1,554 Closed
LTI
842
Laffer Tengler Investments
Tennessee
– – -1,392 Closed
QL
843
Quarry LP
New York
– – -1,157 Closed
IC
844
Innealta Capital
Texas
– – -549 Closed
HFM
845
Harvest Fund Management
China
– – -506 Closed
TFF
846
The Family Firm
Maryland
– – -419 Closed
EC
847
EdgeRock Capital
Colorado
– – -325 Closed
ATC
848
Advantage Trust Company
Kansas
– – -293 Closed
CC
849
Cultivar Capital
Texas
– – -196 Closed
RWMG
850
Redwood Wealth Management Group
New Jersey
– – -180 Closed
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