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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 %
MOACM
201
Mutual of America Capital Management
New York
$2.24M 31,135 -1,353 -4%
Corient Private Wealth
202
Corient Private Wealth
Florida
$2.17M 30,076 +11,469 +62%
Mackenzie Financial
203
Mackenzie Financial
Ontario, Canada
$2.17M 31,818 +978 +3%
OPERF
204
Oregon Public Employees Retirement Fund
Oregon
$2.16M 29,948 -6,300 -17%
US Bancorp
205
US Bancorp
Minnesota
$2.13M 29,540 -3,835 -11%
JPMPWA
206
J.P. Morgan Private Wealth Advisors
California
$2.11M 29,294 -2,035 -6%
SFI
207
Siemens Fonds Invest
Germany
$2.08M 28,878 -2,980 -9%
Public Employees Retirement Association of Colorado
208
Public Employees Retirement Association of Colorado
Colorado
$2.08M 28,792 -731 -2%
CI
209
Conning Inc
Connecticut
$2.03M 28,162 -1,850 -6%
DTL
210
Dynamic Technology Lab
Singapore
$1.99M 27,580 +27,580 New
CAN
211
Cetera Advisor Networks
California
$1.99M 27,564 +1,066 +4%
WCBA
212
Weaver C. Barksdale & Associates
Tennessee
$1.95M 27,016 +4,319 +19%
NAM
213
Nissay Asset Management
Japan
$1.91M 26,569 +816 +3%
MLM
214
Mount Lucas Management
Pennsylvania
$1.87M 25,916 -879 -3%
Robeco Institutional Asset Management
215
Robeco Institutional Asset Management
Netherlands
$1.84M 25,510 -107,585 -81%
QCM
216
Quantinno Capital Management
New York
$1.82M 25,200 +9,749 +63%
HWM
217
Hohimer Wealth Management
Washington
$1.8M 25,008 – –
Mariner
218
Mariner
Kansas
$1.79M 24,898 +1,156 +5%
VPIM
219
Vanguard Personalized Indexing Management
California
$1.78M 24,765 +865 +4%
HW
220
Hancock Whitney
Mississippi
$1.77M 24,591 +132 +0.5%
Point72 Asset Management
221
Point72 Asset Management
Connecticut
$1.73M 24,030 +24,030 New
Neuberger Berman Group
222
Neuberger Berman Group
New York
$1.71M 23,745 -27,132 -53%
VRS
223
Virginia Retirement Systems
Virginia
$1.69M 23,400 +23,400 New
SMDAM
224
Sumitomo Mitsui DS Asset Management
Japan
$1.64M 22,747 +3,193 +16%
Bank of Nova Scotia
225
Bank of Nova Scotia
Ontario, Canada
$1.63M 22,563 +2,468 +12%
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