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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 %
CAGAS
301
Capital Advisory Group Advisory Services
Minnesota
$896K -$31K -430 -3%
WB
302
West Bancorporation
Iowa
$895K -$1.15K -16 -0.1%
ACM
303
AlphaCrest Capital Management
New York
$885K -$968K -13,409 -52%
WI
304
WBI Investments
New Jersey
$873K +$188K +2,607 +27%
NMERB
305
New Mexico Educational Retirement Board
New Mexico
$870K -$101K -1,400 -10%
MCP
306
Martin Capital Partners
Oregon
$834K +$93.1K +1,290 +13%
QC
307
Quadrature Capital
United Kingdom
$830K +$830K +11,512 New
AWM
308
Adams Wealth Management
Utah
$818K -$49.4K -684 -6%
ECM
309
Everence Capital Management
Indiana
$806K – – –
PT
310
Plimoth Trust
Massachusetts
$790K -$8.8K -122 -1%
SVWAG
311
Sound View Wealth Advisors Group
Georgia
$789K +$420K +5,814 +114%
SPIA
312
Steward Partners Investment Advisory
New York
$783K +$19.7K +273 +3%
EOJOAM
313
E. Ohman J:or Asset Management
Sweden
$772K – – –
Carson Wealth (CWM LLC)
314
Carson Wealth (CWM LLC)
Nebraska
$734K +$6.64K +92 +0.9%
HIC
315
Holderness Investments Company
North Carolina
$733K -$2.6K -36 -0.4%
DA
316
DCM Advisors
New York
$727K -$9.24K -128 -1%
IA
317
IFP Advisors
Florida
$721K +$19.8K +346 +3%
APP
318
Alpha Paradigm Partners
Illinois
$710K +$206K +2,854 +41%
AFP
319
Ausdal Financial Partners
Iowa
$709K -$13.8K -192 -2%
BL
320
Balentine LLC
Georgia
$702K -$878K -12,176 -56%
EWM
321
Empirical Wealth Management
Washington
$697K -$84.7K -1,175 -11%
GC
322
Gilbert & Cook
Iowa
$687K -$63K -725 -8%
BC
323
Bridgefront Capital
Texas
$680K +$680K +9,430 New
BCV
324
Banque Cantonale Vaudoise
Switzerland
$675K – – –
HI
325
Horizon Investments
North Carolina
$665K +$665K +9,215 New
11 12
13
14 15