PFG icon

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
+$217M
2
Bank of America
Bank of America
North Carolina
+$214M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$62.8M
4
BlackRock
BlackRock
New York
+$55.5M
5
SSA
Schonfeld Strategic Advisors
New York
+$20.1M

Top Sellers

1
CS
Credit Suisse
Switzerland
-$283M
2
Capital Research Global Investors
Capital Research Global Investors
California
-$160M
3
Bank of New York Mellon
Bank of New York Mellon
New York
-$157M
4
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
-$123M
5
Barclays
Barclays
United Kingdom
-$91.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
WPW
376
Waldron Private Wealth
Pennsylvania
$410K +$7.11K +97 +2%
GWM
377
Geneos Wealth Management
Colorado
$409K -$33.4K -456 -8%
IA
378
IndexIQ Advisors
New York
$407K -$5.14K -70 -1%
IAA
379
Independent Advisor Alliance
North Carolina
$405K -$357K -4,868 -47%
JSL
380
JT Stratford LLC
Georgia
$401K -$69.9K -952 -15%
SF
381
Synovus Financial
Georgia
$396K -$12.1K -166 -3%
CAMG
382
CWA Asset Management Group
Florida
$392K – – –
Vontobel Holding
383
Vontobel Holding
Switzerland
$391K -$30.3K -406 -7%
CIM
384
Contravisory Investment Management
Massachusetts
$391K +$391K +5,328 New
Mercer Global Advisors
385
Mercer Global Advisors
Colorado
$389K -$2.57K -35 -0.7%
BMC
386
Benin Management Corp
Connecticut
$389K – – –
BNP Paribas Asset Management
387
BNP Paribas Asset Management
France
$388K +$153K +2,089 +65%
WS
388
Wedbush Securities
California
$387K +$220 +3 +0.1%
SB
389
Sunflower Bank
Texas
$377K -$6.39K -87 -2%
RIM
390
Redpoint Investment Management
Australia
$375K – – –
SP
391
Symmetry Partners
Connecticut
$373K – – –
EH
392
Equitable Holdings
New York
$370K +$110K +1,501 +42%
EIM
393
Elliott Investment Management
Florida
$367K – – –
Walleye Capital
394
Walleye Capital
New York
$366K +$366K +4,988 New
EF
395
Empirical Finance
Pennsylvania
$357K +$37K +504 +12%
SVWAG
396
Sound View Wealth Advisors Group
Georgia
$356K +$356K +4,848 New
CCM
397
Coldstream Capital Management
Washington
$352K -$52K -709 -13%
LA
398
Latitude Advisors
Florida
$350K +$350K +4,766 New
CWP
399
Concord Wealth Partners
Virginia
$349K +$10.7K +145 +3%
FMII
400
Farmers & Merchants Investments Inc
Nebraska
$346K -$17.6K -240 -5%
14 15
16
17 18