PFG icon

Principal Financial Group
PFG

Overview Fund Activity

684 hedge funds and large institutions have $12.5B invested in Principal Financial Group in 2022 Q2 according to their latest regulatory filings, with 67 funds opening new positions, 238 increasing their positions, 236 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
684
Holders Change
+4
Holders Change %
+0.59%
% of All Funds
11.57%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
67
Increased
238
Reduced
236
Closed
53
Calls
$17.3M
Puts
$7.59M
Net Calls
+$9.71M
Net Calls Change
+$440K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$1.3B
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$265M
3
Norges Bank
3
Norges Bank
Norway
$172M
4
N
4
Natixis
France
$51M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$110M

Top Sellers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$794M
2
Morgan Stanley
2
Morgan Stanley
New York
$200M
3
State Street
3
State Street
Massachusetts
$802M
4
BlackRock
4
BlackRock
New York
$1.5B
5
Goldman Sachs
5
Goldman Sachs
New York
$99.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
RFC
351
Regions Financial Corp
Alabama
$432K +$67 +1 +0%
NB
352
Nicolet Bankshares
Wisconsin
$429K -$1.67K -25 -0.4%
NA
353
NewEdge Advisors
Louisiana
$426K -$778K -11,657 -65%
CCM
354
Community Capital Management
Florida
$421K +$421K +6,300 New
CPC
355
Cookson Peirce & Co
Pennsylvania
$420K +$37.9K +568 +10%
Mercer Global Advisors
356
Mercer Global Advisors
Colorado
$413K +$58.4K +873 +16%
WWM
357
Western Wealth Management
Colorado
$410K +$67 +1 +0%
BNP Paribas Asset Management
358
BNP Paribas Asset Management
France
$409K +$55.8K +836 +16%
LSPW
359
Lake Street Private Wealth
Illinois
$407K +$113K +1,692 +38%
VI
360
Vestcor Inc
New Brunswick, Canada
$406K +$126K +1,884 +45%
ACS
361
Archford Capital Strategies
Illinois
$405K +$119K +1,774 +41%
CA
362
Cetera Advisors
Colorado
$404K +$101K +1,507 +33%
AWA
363
Arete Wealth Advisors
Illinois
$398K +$334 +5 +0.1%
CWA
364
Centennial Wealth Advisory
Michigan
$395K +$109K +1,637 +38%
HH
365
Hilltop Holdings
Texas
$392K +$17.8K +266 +5%
AF
366
Allworth Financial
California
$391K -$24.6K -369 -6%
EAM
367
Erste Asset Management
Austria
$391K -$94.3K -1,400 -19%
BSW
368
Buckingham Strategic Wealth
Missouri
$389K -$26K -389 -6%
BPA
369
Beacon Pointe Advisors
California
$387K -$48.1K -716 -11%
CCM
370
Coldstream Capital Management
Washington
$385K +$65.1K +977 +20%
CIA
371
Capital Investment Advisors
Georgia
$381K -$401 -6 -0.1%
SF
372
Synovus Financial
Georgia
$377K +$13.6K +203 +4%
GWM
373
Geneos Wealth Management
Colorado
$376K -$1.35K -20 -0.4%
Rockefeller Capital Management
374
Rockefeller Capital Management
New York
$374K +$98.7K +1,481 +36%
WPW
375
Waldron Private Wealth
Pennsylvania
$369K -$3.73K -56 -1%
13 14
15
16 17