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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 %
TNBTD
376
Trustmark National Bank Trust Department
Mississippi
$454K +$454K +6,286 New
ACS
377
Archford Capital Strategies
Illinois
$450K +$12.8K +178 +3%
Rockefeller Capital Management
378
Rockefeller Capital Management
New York
$450K +$45.5K +632 +11%
CG
379
Colony Group
Massachusetts
$438K -$268K -3,711 -38%
EF
380
Empirical Finance
Pennsylvania
$436K +$66.5K +922 +18%
HH
381
Hilltop Holdings
Texas
$435K +$11.8K +163 +3%
BPA
382
Beacon Pointe Advisors
California
$435K +$20.6K +286 +5%
TSS
383
Two Sigma Securities
New York
$433K +$433K +5,999 New
AWA
384
Arete Wealth Advisors
Illinois
$430K +$288 +4 +0.1%
BSW
385
Buckingham Strategic Wealth
Missouri
$425K +$4.33K +60 +1%
LSPW
386
Lake Street Private Wealth
Illinois
$413K -$26.4K -366 -6%
T
387
TCWP
Ohio
$413K +$37.9K +525 +10%
RBC
388
Romano Brothers & Co
Illinois
$406K +$406K +5,628 New
Assenagon Asset Management
389
Assenagon Asset Management
Luxembourg
$399K -$2.17M -30,083 -84%
WPW
390
Waldron Private Wealth
Pennsylvania
$398K -$432 -6 -0.1%
FHB
391
First Hawaiian Bank
Hawaii
$390K – – –
CIA
392
Capital Investment Advisors
Georgia
$388K -$23.4K -325 -6%
CIM
393
Contravisory Investment Management
Massachusetts
$385K – – –
WS
394
Wedbush Securities
California
$378K -$3.54K -49 -0.9%
SXL
395
Summit X LLC
Missouri
$378K +$7.36K +103 +2%
BMC
396
Benin Management Corp
Connecticut
$375K – – –
GWM
397
Geneos Wealth Management
Colorado
$371K -$29.7K -412 -7%
MCM
398
MAI Capital Management
Ohio
$370K +$370K +5,128 New
CAMG
399
CWA Asset Management Group
Florida
$369K -$13K -180 -3%
RIM
400
Redpoint Investment Management
Australia
$369K – – –
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16
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