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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 %
CCP
351
Corient Capital Partners
California
$524K +$119K +1,618 +29%
MAG
352
Mokosak Advisory Group
Iowa
$510K +$4.19K +57 +0.8%
PP
353
Prudential plc
United Kingdom
$510K +$510K +6,953 New
JE
354
JMAC Enterprises
Pennsylvania
$499K – – –
LP
355
LMR Partners
United Kingdom
$499K +$499K +6,792 New
GT
356
Greenleaf Trust
Michigan
$497K -$12.8K -174 -3%
FFM
357
Forum Financial Management
Illinois
$490K -$14.8K -202 -3%
Fifth Third Bancorp
358
Fifth Third Bancorp
Ohio
$486K +$45.9K +626 +10%
JIC
359
Johnson Investment Counsel
Ohio
$485K +$86K +1,170 +22%
CSB
360
City State Bank
Iowa
$484K -$165K -2,248 -25%
CAG
361
Csenge Advisory Group
Florida
$479K +$479K +6,520 New
RFC
362
Regions Financial Corp
Alabama
$475K +$2.13K +29 +0.5%
BPA
363
Beacon Pointe Advisors
California
$475K +$201K +2,735 +73%
NB
364
Nicolet Bankshares
Wisconsin
$473K -$15.3K -208 -3%
BSW
365
Buckingham Strategic Wealth
Missouri
$456K +$44.7K +609 +11%
AF
366
Allworth Financial
California
$456K +$137K +1,870 +43%
CL
367
Choreo LLC
Illinois
$453K +$73 +1 +0%
WWM
368
Western Wealth Management
Colorado
$450K +$225K +3,069 +100%
AWA
369
Arete Wealth Advisors
Illinois
$437K +$53.3K +726 +14%
BBVA
370
Banco Bilbao Vizcaya Argentaria
Spain
$433K -$23.8K -322 -5%
CPC
371
Cookson Peirce & Co
Pennsylvania
$420K +$96.9K +1,320 +30%
CIA
372
Capital Investment Advisors
Georgia
$419K – – –
NIMI
373
Natixis Investment Managers International
France
$415K +$415K +5,661 New
HH
374
Hilltop Holdings
Texas
$411K +$12.6K +172 +3%
EI
375
Ellevest Inc
New York
$411K +$49.8K +678 +14%
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