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Principal Financial Group
PFG

Overview Fund Activity

680 hedge funds and large institutions have $13.7B invested in Principal Financial Group in 2022 Q1 according to their latest regulatory filings, with 89 funds opening new positions, 231 increasing their positions, 214 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
680
Holders Change
+23
Holders Change %
+3.5%
% of All Funds
10.76%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
89
Increased
231
Reduced
214
Closed
56
Calls
$14.2M
Puts
$4.92M
Net Calls
+$9.27M
Net Calls Change
+$10.9M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$288M
2
Bank of America
Bank of America
North Carolina
$1.03B
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$83.2M
4
BlackRock
BlackRock
New York
$1.71B
5
SSA
Schonfeld Strategic Advisors
New York
$20.1M

Top Sellers

1
CS
Credit Suisse
Switzerland
$37.4M
2
Capital Research Global Investors
Capital Research Global Investors
California
$958M
3
Bank of New York Mellon
Bank of New York Mellon
New York
$141M
4
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$51.2M
5
Barclays
Barclays
United Kingdom
$36.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
FIM
276
Freedom Investment Management
Connecticut
$1.07M +$1.07M +14,615 New
NMERB
277
New Mexico Educational Retirement Board
New Mexico
$1.04M -$80.7K -1,100 -7%
BL
278
Balentine LLC
Georgia
$1.04M +$428K +5,830 +70%
PAS
279
Park Avenue Securities
New York
$1.03M +$1.03M +14,008 New
CIC
280
Cornercap Investment Counsel
Georgia
$1.03M -$224K -3,058 -18%
AIM
281
Acropolis Investment Management
Missouri
$1.03M +$111K +1,506 +12%
Neuberger Berman Group
282
Neuberger Berman Group
New York
$1.02M -$184K -2,465 -15%
EWM
283
Empirical Wealth Management
Washington
$1.02M -$61.8K -842 -6%
TA
284
TKG Advisors
Indiana
$1.02M +$57.7K +786 +6%
KAS
285
Kestra Advisory Services
Texas
$1.02M +$77.6K +1,057 +8%
FM
286
Foster & Motley
Ohio
$1.01M +$170K +2,310 +20%
SG Americas Securities
287
SG Americas Securities
New York
$1.01M -$14.9M -202,274 -94%
GCM
288
Glaxis Capital Management
Florida
$1M +$1M +13,650 New
CAGAS
289
Capital Advisory Group Advisory Services
Minnesota
$946K -$11.3K -154 -1%
CAN
290
Cetera Advisor Networks
California
$945K +$209K +2,844 +28%
SDIC
291
South Dakota Investment Council
South Dakota
$942K -$327K -4,457 -26%
IMRF
292
Illinois Municipal Retirement Fund
Illinois
$931K – – –
PA
293
Pinnacle Associates
New York
$919K -$2.05M -27,930 -69%
WI
294
WBI Investments
New Jersey
$919K -$118K -1,607 -11%
WB
295
West Bancorporation
Iowa
$917K +$868K +11,815 +1,758%
AWM
296
Adams Wealth Management
Utah
$902K -$48.1K -655 -5%
FWP
297
FAS Wealth Partners
Kansas
$892K +$265K +3,606 +42%
CA
298
CoreCap Advisors
Michigan
$892K +$849K +11,565 +1,970%
AP
299
Advisor Partners
California
$887K -$88.3K -1,203 -9%
DA
300
DCM Advisors
New York
$871K +$279K +3,796 +47%
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