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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.

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

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
$507M
2
Bank of America
Bank of America
North Carolina
$832M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$93.2M
4
BlackRock
BlackRock
New York
$1.49B
5
AssetMark Inc
AssetMark Inc
California
$94.9K
Name Holding Trade Value Shares
Change 		Shares
Change %
Stifel Financial
201
Stifel Financial
Missouri
$2.52M +$943K +11,983 +60%
YCM
202
Yousif Capital Management
Michigan
$2.52M -$69.2K -880 -3%
MYAM
203
Meiji Yasuda Asset Management
Japan
$2.51M +$1.95M +24,830 +351%
FC
204
FORA Capital
Florida
$2.49M +$2.49M +31,653 New
Corient Private Wealth
205
Corient Private Wealth
Florida
$2.49M +$121K +1,536 +5%
Janus Henderson Group
206
Janus Henderson Group
United Kingdom
$2.49M -$16.4K -209 -0.7%
CCIA
207
Campbell & Co Investment Adviser
Maryland
$2.33M -$433K -5,502 -16%
CI
208
Conning Inc
Connecticut
$2.32M +$102K +1,300 +5%
MOACM
209
Mutual of America Capital Management
New York
$2.31M -$139K -1,764 -6%
ACM
210
Aquatic Capital Management
Illinois
$2.31M +$1.38M +17,600 +150%
PAG
211
Private Advisor Group
New Jersey
$2.28M -$392K -4,984 -15%
HAI
212
Hennessy Advisors Inc
California
$2.27M +$2.27M +28,900 New
Pathstone Holdings
213
Pathstone Holdings
New Jersey
$2.22M +$2.22M +28,268 New
CB
214
Commerce Bank
Missouri
$2.21M -$4.73M -60,093 -68%
BCIM
215
British Columbia Investment Management
British Columbia, Canada
$2.19M +$461K +5,865 +27%
Mackenzie Financial
216
Mackenzie Financial
Ontario, Canada
$2.17M -$334K -4,240 -13%
Public Employees Retirement Association of Colorado
217
Public Employees Retirement Association of Colorado
Colorado
$2.14M -$125K -1,583 -5%
NAM
218
Nissay Asset Management
Japan
$2.11M +$22K +280 +1%
CC
219
Cipher Capital
New York
$2.1M +$1.08M +13,782 +107%
VPIM
220
Vanguard Personalized Indexing Management
California
$2.09M +$142K +1,805 +7%
Cetera Investment Advisers
221
Cetera Investment Advisers
Illinois
$2.03M -$577K -7,336 -22%
PHK
222
Point72 Hong Kong
Hong Kong
$2.02M +$2.02M +25,665 New
ATC
223
Argent Trust Co
Tennessee
$1.99M +$515K +6,546 +35%
FWP
224
FAS Wealth Partners
Kansas
$1.99M +$264K +3,351 +15%
SFI
225
Siemens Fonds Invest
Germany
$1.97M -$303K -3,857 -13%
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