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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 %
D.E. Shaw & Co
101
D.E. Shaw & Co
New York
$8.88M -$4.05M -51,429 -31%
Ensign Peak Advisors
102
Ensign Peak Advisors
Utah
$8.87M -$246K -3,125 -3%
Treasurer of the State of North Carolina
103
Treasurer of the State of North Carolina
North Carolina
$8.68M +$78.7K +1,000 +0.9%
FRAF
104
Första AP-fonden
Sweden
$8.45M +$1.98M +25,200 +31%
DZ Bank
105
DZ Bank
Germany
$8.26M – – –
QCM
106
QRG Capital Management
Illinois
$8.25M -$16.6M -210,446 -67%
CM
107
Churchill Management
California
$8.23M -$300K -3,810 -4%
WorldQuant Millennium Advisors
108
WorldQuant Millennium Advisors
New York
$8.22M +$8.22M +104,527 New
FAF
109
Fjarde Ap-fonden
Sweden
$8.21M -$409K -5,200 -5%
CM
110
Capital Management
Virginia
$8.13M -$115K -1,460 -1%
NC
111
NewSquare Capital
Pennsylvania
$7.99M +$143K +1,850 +2%
Aberdeen Group
112
Aberdeen Group
United Kingdom
$7.9M +$3.28M +41,728 +71%
Zurich Cantonal Bank
113
Zurich Cantonal Bank
Switzerland
$7.7M +$433K +5,502 +6%
RJA
114
Raymond James & Associates
Florida
$7.69M -$411K -5,222 -5%
Asset Management One
115
Asset Management One
Japan
$7.67M -$314K -3,967 -4%
Osaic Holdings
116
Osaic Holdings
Arizona
$7.6M -$12.1M -154,249 -61%
Nomura Asset Management
117
Nomura Asset Management
Japan
$7.59M +$217K +2,762 +3%
Cambridge Investment Research Advisors
118
Cambridge Investment Research Advisors
Iowa
$7.28M +$20.6K +262 +0.3%
Macquarie Group
119
Macquarie Group
Australia
$7.2M +$494K +6,274 +7%
Nisa Investment Advisors
120
Nisa Investment Advisors
Missouri
$6.83M +$222K +2,817 +3%
Bank of Nova Scotia
121
Bank of Nova Scotia
Ontario, Canada
$6.74M +$4.97M +63,132 +280%
Mirae Asset Global Investments
122
Mirae Asset Global Investments
South Korea
$6.44M +$742K +9,429 +13%
ATN
123
AMF Tjänstepension
Sweden
$6.35M +$6.35M +80,700 New
ECM
124
ExodusPoint Capital Management
New York
$6.34M -$3.82M -48,552 -38%
Rafferty Asset Management
125
Rafferty Asset Management
New York
$6.12M +$246K +3,125 +4%
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5
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