PFG icon

Principal Financial Group
PFG

Overview Fund Activity

700 hedge funds and large institutions have $13.3B invested in Principal Financial Group in 2022 Q3 according to their latest regulatory filings, with 80 funds opening new positions, 223 increasing their positions, 246 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
700
Holders Change
+16
Holders Change %
+2.34%
% of All Funds
12.1%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
80
Increased
223
Reduced
246
Closed
56
Calls
$15.1M
Puts
$7.53M
Net Calls
+$7.58M
Net Calls Change
-$2.13M

Top Buyers

1
Geode Capital Management
Geode Capital Management
Massachusetts
$403M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$146M
3
Wellington Management Group
Wellington Management Group
Massachusetts
$312M
4
Bank of America
Bank of America
North Carolina
$1.43B
5
Axa
Axa
France
$25.2M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
$732M
2
ORIO
Old Republic International (ORI)
Illinois
$0
3
N
Natixis
France
$1.1M
4
BlackRock
BlackRock
New York
$1.58B
5
WCM
Wedge Capital Management
North Carolina
$240K
Name Holding Trade Value Shares
Change 		Shares
Change %
HIMCH
226
Hartford Investment Management Co (HIMCO)
Connecticut
$1.75M -$148K -2,045 -8%
Janney Montgomery Scott
227
Janney Montgomery Scott
Pennsylvania
$1.75M +$438K +6,070 +33%
Stifel Financial
228
Stifel Financial
Missouri
$1.7M +$92.4K +1,280 +6%
RC
229
RegentAtlantic Capital
New Jersey
$1.68M -$46.3K -642 -3%
WBC
230
Westpac Banking Corp
Australia
$1.67M – – –
BPC
231
Banque Pictet & Cie
Switzerland
$1.67M +$1.67M +23,105 New
Bank of Nova Scotia
232
Bank of Nova Scotia
Ontario, Canada
$1.66M -$17.1K -237 -1%
1832 Asset Management
233
1832 Asset Management
Ontario, Canada
$1.62M +$128K +1,771 +9%
TRSOTSOK
234
Teachers Retirement System of the State of Kentucky
Kentucky
$1.6M +$1.6M +22,109 New
GCA
235
Greenwood Capital Associates
South Carolina
$1.59M +$75K +1,040 +5%
VI
236
Vestcor Inc
New Brunswick, Canada
$1.57M +$1.13M +15,665 +258%
Allspring Global Investments
237
Allspring Global Investments
North Carolina
$1.55M +$73.8K +1,023 +5%
E
238
Ergoteles
New York
$1.55M +$1.55M +21,420 New
Mariner
239
Mariner
Kansas
$1.54M +$34.7K +481 +2%
SO
240
STRS Ohio
Ohio
$1.54M -$575K -7,980 -27%
FIM
241
Freedom Investment Management
Connecticut
$1.53M +$16.9K +234 +1%
National Bank of Canada
242
National Bank of Canada
Quebec, Canada
$1.53M -$55.5K -772 -4%
TRCT
243
Tower Research Capital (TRC)
New York
$1.5M -$2.09M -28,982 -58%
BMSSC
244
B. Metzler seel. Sohn & Co
Germany
$1.47M +$184K +2,550 +14%
GAM
245
Gotham Asset Management
New York
$1.45M +$1.45M +20,133 New
LP
246
LMR Partners
United Kingdom
$1.45M +$880K +12,201 +156%
M&T Bank
247
M&T Bank
New York
$1.43M +$439K +6,079 +45%
IMRF
248
Illinois Municipal Retirement Fund
Illinois
$1.42M – – –
VPIM
249
Vanguard Personalized Indexing Management
California
$1.41M +$133K +1,849 +10%
OC
250
Oppenheimer & Co
New York
$1.4M -$35.5K -492 -2%
8 9
10
11 12