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Principal Financial Group
PFG

Overview Fund Activity

716 hedge funds and large institutions have $12.4B invested in Principal Financial Group in 2023 Q3 according to their latest regulatory filings, with 65 funds opening new positions, 215 increasing their positions, 280 reducing their positions, and 65 closing their positions.

Holders
716
Holders Change
-9
Holders Change %
-1.24%
% of All Funds
11.42%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
65
Increased
215
Reduced
280
Closed
65
Calls
$18M
Puts
$10.1M
Net Calls
+$7.81M
Net Calls Change
+$1.97M

Top Buyers

1
Balyasny Asset Management
1
Balyasny Asset Management
Illinois
$104M
2
Capital Research Global Investors
2
Capital Research Global Investors
California
$706M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$319M
4
HSBC Holdings
4
HSBC Holdings
United Kingdom
$87.3M
5
GC
5
Gillson Capital
Illinois
$23.2M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$872M
2
AQR Capital Management
2
AQR Capital Management
Connecticut
$6.11M
3
Geode Capital Management
3
Geode Capital Management
Massachusetts
$372M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$2.09B
5
Goldman Sachs
5
Goldman Sachs
New York
$141M
Name Market Value Shares Shares
Change 		Shares
Change %
SOADOR
151
State of Alaska Department of Revenue
Alaska
$4.41M 61,149 -1,290 -2%
H
152
HoyleCohen
California
$4.33M 60,089 -1,288 -2%
AIG
153
American International Group
New York
$4.32M 59,981 -2,110 -3%
ACM
154
Argent Capital Management
Missouri
$4.31M 59,776 -147,185 -71%
Aberdeen Group
155
Aberdeen Group
United Kingdom
$4.23M 58,745 -32,096 -35%
EGM
156
Engineers Gate Manager
New York
$4.23M 58,630 +53,034 +948%
AAM
157
Advisors Asset Management
Colorado
$4.19M 58,168 -4,961 -8%
UA
158
Unison Advisors
District of Columbia
$4.04M 56,115 +469 +0.8%
MIM
159
MetLife Investment Management
New Jersey
$3.99M 55,384 -2,235 -4%
II
160
IFM Investors
Australia
$3.92M 54,382 +2,770 +5%
Public Sector Pension Investment Board (PSP Investments)
161
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$3.9M 54,057 +2,363 +5%
Wealthfront Advisers
162
Wealthfront Advisers
California
$3.75M 52,072 -2,107 -4%
Retirement Systems of Alabama
163
Retirement Systems of Alabama
Alabama
$3.62M 50,281 -1,035 -2%
CAPTRUST Financial Advisors
164
CAPTRUST Financial Advisors
North Carolina
$3.54M 49,122 -11,135 -18%
ProShare Advisors
165
ProShare Advisors
Maryland
$3.53M 48,967 -1,936 -4%
PI
166
PGGM Investments
Netherlands
$3.45M 47,927 -23,359 -33%
TPSF
167
Texas Permanent School Fund
Texas
$3.39M 47,001 -1,462 -3%
Creative Planning
168
Creative Planning
Kansas
$3.32M 46,057 +22,865 +99%
SSA
169
Schonfeld Strategic Advisors
New York
$3.29M 45,646 +45,646 New
Skandinaviska Enskilda Banken (SEB)
170
Skandinaviska Enskilda Banken (SEB)
Sweden
$3.25M 45,049 -252,225 -85%
COPPSERS
171
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$3.22M 44,713 +5,336 +14%
EI
172
Ethic Inc
New York
$3.16M 43,857 +3,165 +8%
Aviva
173
Aviva
United Kingdom
$3.1M 43,019 +33,737 +363%
LA
174
LBP AM
France
$3.08M 42,755 +11,607 +37%
MPM
175
Meritage Portfolio Management
Kansas
$3.02M 41,833 -622 -1%
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