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
+$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 %
OWP
326
Obermeyer Wealth Partners
Colorado
$661K – – –
VWA
327
V Wealth Advisors
Kansas
$649K +$21.9K +304 +3%
Verition Fund Management
328
Verition Fund Management
Connecticut
$649K +$649K +9,000 New
UB
329
UMB Bank
Missouri
$636K -$3.1K -43 -0.5%
Impax Asset Management Group
330
Impax Asset Management Group
United Kingdom
$628K -$13.8K -191 -2%
MC
331
Miramar Capital
Illinois
$624K -$412K -4,600 -40%
NMIMC
332
Northwestern Mutual Investment Management Company
Wisconsin
$621K -$56.5K -783 -8%
SC
333
Savant Capital
Illinois
$618K -$17.6K -244 -3%
KA
334
Kintegral Advisory
New York
$618K – – –
BC
335
Burney Company
Virginia
$612K -$98K -1,358 -14%
ATC
336
Argent Trust Co
Tennessee
$612K +$265K +3,679 +77%
BCM
337
Bayesian Capital Management
New York
$606K +$606K +8,406 New
SS
338
Sunbelt Securities
Texas
$602K -$28.9K -400 -5%
AC
339
Allstate Corporation
Illinois
$601K – – –
Federated Hermes
340
Federated Hermes
Pennsylvania
$600K -$48.4K -671 -7%
CAM
341
Carret Asset Management
New York
$600K – – –
KRSITF
342
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$599K +$20K +278 +3%
CSB
343
City State Bank
Iowa
$596K -$14.4K -200 -2%
SEI Investments
344
SEI Investments
Pennsylvania
$589K -$27.5K -381 -4%
UCFA
345
United Capital Financial Advisors
Texas
$582K -$153K -2,114 -21%
AWS
346
Atria Wealth Solutions
New York
$564K +$564K +7,820 New
WFM
347
Wolff Financial Management
Michigan
$563K – – –
CFGS
348
Concourse Financial Group Securities
Alabama
$560K -$11.3K -157 -2%
YIH
349
Y-Intercept (HK)
Hong Kong
$559K +$559K +7,749 New
PP
350
Prudential plc
United Kingdom
$554K +$62.1K +860 +13%
12 13
14
15 16