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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 %
RRCM
426
Rappaport Reiches Capital Management
Illinois
$294K +$294K +4,000 New
B
427
Barings
North Carolina
$292K -$407K -5,554 -58%
CGL
428
Clarius Group LLC
Washington
$292K – – –
RG
429
Renaissance Group
Kentucky
$292K – – –
LPIC
430
LeJeune Puetz Investment Counsel
Michigan
$288K – – –
LB
431
Legacy Bridge
Iowa
$286K -$49.6K -675 -15%
ZCA
432
Zeke Capital Advisors
Pennsylvania
$286K +$286K +3,899 New
9WM
433
9258 Wealth Management
Ohio
$284K – – –
CG
434
Caprock Group
Idaho
$280K +$8K +109 +3%
PIA
435
Pinion Investment Advisors
Kansas
$278K +$278K +3,790 New
S
436
SignatureFD
Georgia
$277K +$5.06K +69 +2%
IHWM
437
Iron Horse Wealth Management
Iowa
$276K +$7.35K +100 +3%
William Blair & Company
438
William Blair & Company
Illinois
$276K +$9.02K +123 +3%
TMAM
439
Tokio Marine Asset Management
Japan
$274K +$5.73K +78 +2%
SWP
440
Stratos Wealth Partners
Ohio
$271K +$33.5K +457 +14%
MML Investors Services
441
MML Investors Services
Massachusetts
$265K +$19.1K +261 +8%
AWM
442
Apollon Wealth Management
South Carolina
$264K +$264K +3,593 New
IC
443
IEQ Capital
California
$263K +$43.8K +596 +20%
DAS
444
Dynamic Advisor Solutions
Arizona
$261K -$8.96K -122 -3%
EMG
445
ETF Managers Group
New Jersey
$261K +$261K +3,494 New
DA
446
Duality Advisers
Florida
$261K +$261K +3,550 New
SWM
447
SeaCrest Wealth Management
New York
$259K +$34.2K +466 +15%
CC
448
Commons Capital
Massachusetts
$258K +$100K +1,366 +63%
AC
449
ASB Consultores
Florida
$249K -$38.4K -524 -13%
PA
450
Profund Advisors
Maryland
$242K -$7.4K -101 -3%
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