Principal Financial Group
756 hedge funds and large institutions have $13.2B invested in Principal Financial Group in 2023 Q4 according to their latest regulatory filings, with 116 funds opening new positions, 226 increasing their positions, 284 reducing their positions, and 73 closing their positions.
475% more call options, than puts
Call options by funds: $73.1M | Put options by funds: $12.7M
59% more first-time investments, than exits
New positions opened: 116 | Existing positions closed: 73
7% more capital invested
Capital invested by funds: $12.4B → $13.2B (+$843M)
5% more funds holding
Funds holding: 722 → 756 (+34)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
0% more ownership
Funds ownership: 70.97% → 70.97% (+0%)
20% less repeat investments, than reductions
Existing positions increased: 226 | Existing positions reduced: 284
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RAG
RIA Advisory Group
Des Moines,
Iowa
|
+$78M |
| 2 |
Morgan Stanley
New York
|
+$58M |
| 3 |
PI
PineBridge Investments
New York
|
+$40.2M |
| 4 |
Norges Bank
Oslo,
Norway
|
+$35.3M |
| 5 |
Barclays
London,
United Kingdom
|
+$30.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
-$242M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$110M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$48M |
| 4 |
BlackRock
New York
|
-$47.3M |
| 5 |
AssetMark Inc
Concord,
California
|
-$34.5M |
PFG Hedge Fund Activity: Q4 2023 in Review
756 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in Principal Financial Group (PFG) for Q4 2023, worth a combined $13.2B — up 6.8% from $12.4B a quarter earlier.
Buyers outnumbered sellers: 116 funds opened new PFG positions and 73 closed out — a net gain of 43 holders — while 226 added to existing stakes and 284 trimmed.
The largest buyer was RIA Advisory Group, adding an estimated $78M. The largest seller was Capital Research Global Investors, cutting an estimated $242M.
- 756 institutional investors held Principal Financial Group (PFG) as of Q4 2023, up from 722 in Q3 2023.
- Funds reported $13.2B of Principal Financial Group stock for Q4 2023, up 6.8% quarter-over-quarter.
- 116 funds opened new Principal Financial Group positions in Q4 2023 and 73 closed out, a net change of +43 holders.
- The largest Principal Financial Group buyer in Q4 2023 was RIA Advisory Group, an estimated $78M added.
- The largest Principal Financial Group seller in Q4 2023 was Capital Research Global Investors, an estimated $242M sold.
Based on aggregated 13F filings for Q4 2023.