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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
+$47.3M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$27.7M
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$25.7M
4
Bank of America
Bank of America
North Carolina
+$25.3M
5
Axa
Axa
France
+$20.2M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$126M
2
ORIO
Old Republic International (ORI)
Illinois
-$67.5M
3
N
Natixis
France
-$54M
4
BlackRock
BlackRock
New York
-$46M
5
WCM
Wedge Capital Management
North Carolina
-$31.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
SMDAM
251
Sumitomo Mitsui DS Asset Management
Japan
$1.39M +$185K +2,558 +15%
EMPI
252
Elo Mutual Pension Insurance
Finland
$1.37M -$116K -1,613 -8%
Creative Planning
253
Creative Planning
Kansas
$1.37M -$108K -1,495 -7%
AIMCA
254
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$1.37M +$1.37M +18,942 New
CGH
255
Crossmark Global Holdings
Texas
$1.37M -$24K -333 -2%
SAM
256
Securian Asset Management
Minnesota
$1.35M -$22.1K -306 -2%
MA
257
Montag & Associates
Georgia
$1.34M – – –
TPA
258
Trivium Point Advisory
Connecticut
$1.33M +$43.9K +560 +3%
CAN
259
Cetera Advisor Networks
California
$1.33M -$483K -6,700 -27%
Northwestern Mutual Wealth Management
260
Northwestern Mutual Wealth Management
Wisconsin
$1.31M -$72.9K -1,010 -5%
KRS
261
Kentucky Retirement Systems
Kentucky
$1.31M +$50.7K +703 +4%
TI
262
Tidal Investments
Wisconsin
$1.29M +$82.2K +1,139 +7%
CI
263
Conning Inc
Connecticut
$1.27M -$5.82M -80,684 -82%
OIA
264
OneDigital Investment Advisors
Kansas
$1.27M -$3.75K -52 -0.3%
RT
265
Rockland Trust
Massachusetts
$1.26M -$46.5K -645 -4%
RIM
266
Redwood Investment Management
Arizona
$1.26M -$68.1K -943 -5%
CA
267
CoreCap Advisors
Michigan
$1.25M +$157K +2,173 +14%
Daiwa Securities Group
268
Daiwa Securities Group
Japan
$1.24M +$650 +9 +0.1%
SG Americas Securities
269
SG Americas Securities
New York
$1.21M -$292K -4,051 -20%
Neuberger Berman Group
270
Neuberger Berman Group
New York
$1.2M +$32.1K +435 +3%
CPO
271
Cerity Partners OCIO
New York
$1.2M -$4.86M -67,390 -80%
Grantham, Mayo, Van Otterloo & Co (GMO)
272
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$1.2M +$231K +3,200 +24%
VVP
273
Venture Visionary Partners
Ohio
$1.18M +$346K +4,801 +41%
Thrivent Financial for Lutherans
274
Thrivent Financial for Lutherans
Minnesota
$1.18M +$433K +6,029 +58%
V
275
Veritable
Delaware
$1.17M -$267K -3,695 -19%
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