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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.

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
1
Morgan Stanley
New York
$537M
2
PI
2
PineBridge Investments
New York
$45.3M
3
Norges Bank
3
Norges Bank
Norway
$254M
4
Barclays
4
Barclays
United Kingdom
$83.3M
5
Millennium Management
5
Millennium Management
New York
$48.4M

Top Sellers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$507M
2
Bank of America
2
Bank of America
North Carolina
$832M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$93.2M
4
BlackRock
4
BlackRock
New York
$1.49B
5
AssetMark Inc
5
AssetMark Inc
California
$94.9K
Name Holding Trade Value Shares
Change 		Shares
Change %
SIS
76
Sound Income Strategies
Florida
$13.2M +$1.02M +12,908 +8%
VF
77
Vest Financial
Virginia
$13.2M +$3.73M +47,446 +40%
Russell Investments Group
78
Russell Investments Group
United Kingdom
$12.9M -$6.3M -79,897 -33%
Swedbank
79
Swedbank
Sweden
$12.8M -$1.69M -21,424 -12%
Prudential Financial
80
Prudential Financial
New Jersey
$12.6M -$2.55M -32,853 -17%
Manulife (Manufacturers Life Insurance)
81
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$12.2M -$10.2K -130 -0.1%
EGM
82
Engineers Gate Manager
New York
$12M +$7.43M +94,462 +161%
Renaissance Technologies
83
Renaissance Technologies
New York
$11.7M +$11.7M +148,500 New
CIM
84
Cambria Investment Management
California
$10.8M +$1.44M +18,362 +15%
BGIM
85
Brandywine Global Investment Management
Pennsylvania
$10.6M -$17.7M -224,415 -63%
Pictet Asset Management
86
Pictet Asset Management
Switzerland
$10.5M -$1.11M -14,103 -10%
Mitsubishi UFJ Trust & Banking
87
Mitsubishi UFJ Trust & Banking
Japan
$10.4M -$2.22M -28,212 -18%
State of New Jersey Common Pension Fund D
88
State of New Jersey Common Pension Fund D
New Jersey
$10.3M – – –
Jane Street
89
Jane Street
New York
$10M +$25K +318 +0.2%
BNP Paribas Financial Markets
90
BNP Paribas Financial Markets
France
$10M -$10.7M -135,481 -52%
GIM
91
Goelzer Investment Management
Indiana
$9.99M -$157K -1,992 -2%
TD Asset Management
92
TD Asset Management
Ontario, Canada
$9.95M +$224K +2,841 +2%
Chevy Chase Trust
93
Chevy Chase Trust
Maryland
$9.64M -$195K -2,475 -2%
Citigroup
94
Citigroup
New York
$9.47M -$1.46M -18,564 -13%
LPL Financial
95
LPL Financial
California
$9.36M +$367K +4,670 +4%
IMRF
96
Illinois Municipal Retirement Fund
Illinois
$9.3M +$463K +5,886 +5%
Korea Investment Corp
97
Korea Investment Corp
South Korea
$9.22M -$2.99M -37,966 -24%
MSV
98
MN Services Vermogensbeheer
Netherlands
$9.15M +$39.3K +500 +0.4%
Ohio Public Employees Retirement System (OPERS)
99
Ohio Public Employees Retirement System (OPERS)
Ohio
$9.11M +$228K +2,896 +3%
ANTB
100
AMG National Trust Bank
Colorado
$8.89M +$2.79M +35,521 +46%
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4
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