Principal Financial Group
686 hedge funds and large institutions have $13.8B invested in Principal Financial Group in 2022 Q1 according to their latest regulatory filings, with 89 funds opening new positions, 234 increasing their positions, 215 reducing their positions, and 56 closing their positions.
188% more call options, than puts
Call options by funds: $14.2M | Put options by funds: $4.92M
100% more funds holding in top 10
Funds holding in top 10: 2 → 4 (+2)
59% more first-time investments, than exits
New positions opened: 89 | Existing positions closed: 56
3% more funds holding
Funds holding: 663 → 686 (+23)
9% more repeat investments, than reductions
Existing positions increased: 234 | Existing positions reduced: 215
3% less capital invested
Capital invested by funds: $14.2B → $13.8B (-$444M)
2.33% less ownership
Funds ownership: 74.19% → 71.87% (-2.3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$214M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$211M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$62M |
| 4 |
BlackRock
New York
|
+$54.8M |
| 5 |
SSA
Schonfeld Strategic Advisors
New York
|
+$19.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CS
Credit Suisse
Zurich,
Switzerland
|
-$279M |
| 2 |
Capital Research Global Investors
Los Angeles,
California
|
-$157M |
| 3 |
Bank of New York Mellon
New York
|
-$155M |
| 4 |
Canada Pension Plan Investment Board
Toronto Ontario,
Ontario, Canada
|
-$121M |
| 5 |
Barclays
London,
United Kingdom
|
-$90.5M |
PFG Hedge Fund Activity: Q1 2022 in Review
686 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Principal Financial Group (PFG) for Q1 2022, worth a combined $13.8B — down 3.1% from $14.2B a quarter earlier.
Buyers outnumbered sellers: 89 funds opened new PFG positions and 56 closed out — a net gain of 33 holders — while 234 added to existing stakes and 215 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $214M. The largest seller was Credit Suisse, cutting an estimated $279M.
- 686 institutional investors held Principal Financial Group (PFG) as of Q1 2022, up from 663 in Q4 2021.
- Funds reported $13.8B of Principal Financial Group stock for Q1 2022, down 3.1% quarter-over-quarter.
- 89 funds opened new Principal Financial Group positions in Q1 2022 and 56 closed out, a net change of +33 holders.
- The largest Principal Financial Group buyer in Q1 2022 was Morgan Stanley, an estimated $214M added.
- The largest Principal Financial Group seller in Q1 2022 was Credit Suisse, an estimated $279M sold.
Based on aggregated 13F filings for Q1 2022.