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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
+$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 %
Nomura Holdings
401
Nomura Holdings
Japan
$342K +$342K +4,635 New
CA
402
Continuum Advisory
Idaho
$342K +$342K +5,021 New
LCM
403
Laurion Capital Management
New York
$338K +$338K +4,600 New
ASN
404
Advisory Services Network
Georgia
$336K +$5.51K +75 +2%
CA
405
Cetera Advisors
Colorado
$334K +$14.2K +193 +4%
EHWM
406
Eads & Heald Wealth Management
Georgia
$333K – – –
HF
407
HRT Financial
New York
$331K +$331K +4,514 New
MFGM
408
Marshall Financial Group (Maryland)
Maryland
$328K – – –
CI
409
Cigna Investments
Connecticut
$323K -$96K -1,311 -23%
LSPW
410
Lake Street Private Wealth
Illinois
$323K +$106K +1,438 +49%
ACS
411
Archford Capital Strategies
Illinois
$319K +$29.8K +401 +10%
CWA
412
Centennial Wealth Advisory
Michigan
$314K +$44.7K +609 +17%
LFA
413
Legacy Financial Advisors
Kentucky
$313K -$20.2K -275 -6%
VI
414
Vestcor Inc
New Brunswick, Canada
$308K -$816K -11,118 -73%
IRF
415
IBM Retirement Fund
New York
$307K -$17.5K -239 -5%
JMF
416
Johnson Midwest Financial
Iowa
$306K +$587 +8 +0.2%
T
417
TCWP
Ohio
$305K +$55.1K +752 +22%
YIH
418
Y-Intercept (HK)
Hong Kong
$304K -$320K -4,354 -51%
Rockefeller Capital Management
419
Rockefeller Capital Management
New York
$303K +$293K +3,990 +2,830%
JG
420
Jefferies Group
New York
$301K +$301K +4,097 New
CAAM
421
Cornerstone Advisors Asset Management
Pennsylvania
$300K – – –
CCG
422
Cypress Capital Group
Florida
$296K +$296K +4,231 New
IPW
423
Inlet Private Wealth
Florida
$295K +$661 +9 +0.2%
MGP
424
Metis Global Partners
California
$295K +$295K +4,014 New
VAS
425
Vestmark Advisory Solutions
Massachusetts
$294K – – –
15 16
17
18 19