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Principal Financial Group
PFG

Overview Fund Activity

725 hedge funds and large institutions have $13.2B invested in Principal Financial Group in 2023 Q2 according to their latest regulatory filings, with 58 funds opening new positions, 224 increasing their positions, 292 reducing their positions, and 65 closing their positions.

Holders
725
Holders Change
-12
Holders Change %
-1.63%
% of All Funds
11.44%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
58
Increased
224
Reduced
292
Closed
65
Calls
$16.4M
Puts
$10.6M
Net Calls
+$5.85M
Net Calls Change
-$2.19M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$292M
2
Capital Research Global Investors
2
Capital Research Global Investors
California
$694M
3
Citadel Advisors
3
Citadel Advisors
Florida
$34.7M
4
Marshall Wace
4
Marshall Wace
United Kingdom
$40M
5
Qube Research & Technologies (QRT)
5
Qube Research & Technologies (QRT)
United Kingdom
$29.7M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$33.3M
2
Bank of America
2
Bank of America
North Carolina
$1.04B
3
First Trust Advisors
3
First Trust Advisors
Illinois
$202M
4
BlackRock
4
BlackRock
New York
$1.51B
5
CS
5
Credit Suisse
Switzerland
$32M
Name Market Value Shares Shares
Change 		Shares
Change %
Nisa Investment Advisors
126
Nisa Investment Advisors
Missouri
$6.37M 83,995 -695 -0.8%
VOYA Investment Management
127
VOYA Investment Management
Georgia
$6.35M 83,701 -1,447 -2%
Connor, Clark & Lunn Investment Management (CC&L)
128
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$6.35M 83,683 -55,418 -40%
Grantham, Mayo, Van Otterloo & Co (GMO)
129
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$6.16M 81,254 -25,398 -24%
CI Investments Inc
130
CI Investments Inc
Ontario, Canada
$6.01M 79,196 -6,146 -7%
IMRF
131
Illinois Municipal Retirement Fund
Illinois
$5.85M 77,130 +52,503 +213%
DekaBank Deutsche Girozentrale
132
DekaBank Deutsche Girozentrale
Germany
$5.84M 77,629 -5,065 -6%
DWT
133
Dorsey & Whitney Trust
South Dakota
$5.72M 75,481 -558 -0.7%
Rafferty Asset Management
134
Rafferty Asset Management
New York
$5.5M 72,489 -4,194 -5%
PI
135
PGGM Investments
Netherlands
$5.41M 71,286 -1,788 -2%
VF
136
Vest Financial
Virginia
$5.3M 69,845 +50,573 +262%
AAF
137
Andra AP-fonden
Sweden
$5.2M 68,500 +10,700 +19%
Baird Financial Group
138
Baird Financial Group
Wisconsin
$5.19M 68,454 +371 +0.5%
SOMRS
139
State of Michigan Retirement System
Michigan
$5.09M 67,180 -9,000 -12%
ASRS
140
Arizona State Retirement System
Arizona
$5.03M 66,311 -4,825 -7%
Natixis Advisors
141
Natixis Advisors
Massachusetts
$5.01M 66,030 +705 +1%
DIA
142
Dean Investment Associates
Ohio
$4.96M 65,351 -142 -0.2%
UIM
143
USS Investment Management
United Kingdom
$4.87M 64,262 – –
AAM
144
Advisors Asset Management
Colorado
$4.79M 63,129 +516 +0.8%
SOADOR
145
State of Alaska Department of Revenue
Alaska
$4.74M 62,439 +26,470 +74%
FRAF
146
Första AP-fonden
Sweden
$4.73M 62,400 +20,900 +50%
AIG
147
American International Group
New York
$4.71M 62,091 -124 -0.2%
H
148
HoyleCohen
California
$4.65M 61,377 -1,710 -3%
CAPTRUST Financial Advisors
149
CAPTRUST Financial Advisors
North Carolina
$4.57M 60,257 +1,574 +3%
BFG
150
Beacon Financial Group
Texas
$4.54M 60,096 -456 -0.8%
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