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Principal Financial Group
PFG

Overview Fund Activity

684 hedge funds and large institutions have $12.5B invested in Principal Financial Group in 2022 Q2 according to their latest regulatory filings, with 67 funds opening new positions, 238 increasing their positions, 236 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
684
Holders Change
+4
Holders Change %
+0.59%
% of All Funds
11.57%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
67
Increased
238
Reduced
236
Closed
53
Calls
$17.3M
Puts
$7.59M
Net Calls
+$9.71M
Net Calls Change
+$440K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$1.3B
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$265M
3
Norges Bank
3
Norges Bank
Norway
$172M
4
N
4
Natixis
France
$51M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$110M

Top Sellers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$794M
2
Morgan Stanley
2
Morgan Stanley
New York
$200M
3
State Street
3
State Street
Massachusetts
$802M
4
BlackRock
4
BlackRock
New York
$1.5B
5
Goldman Sachs
5
Goldman Sachs
New York
$99.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
MML Investors Services
426
MML Investors Services
Massachusetts
$260K +$18.2K +272 +8%
9WM
427
9258 Wealth Management
Ohio
$258K – – –
JWCA
428
J.W. Coons Advisors
Ohio
$258K +$258K +3,853 New
SWP
429
Stratos Wealth Partners
Ohio
$254K +$7.67K +115 +3%
ASN
430
Advisory Services Network
Georgia
$247K -$58.2K -873 -19%
MGP
431
Metis Global Partners
California
$246K -$22K -329 -8%
BFM
432
Boothbay Fund Management
New York
$245K +$245K +3,674 New
IPW
433
Inlet Private Wealth
Florida
$242K -$26K -390 -10%
CC
434
Commons Capital
Massachusetts
$239K +$4.14K +62 +2%
DAS
435
Dynamic Advisor Solutions
Arizona
$238K +$267 +4 +0.1%
SWM
436
SeaCrest Wealth Management
New York
$237K +$736 +11 +0.3%
CG
437
Caprock Group
Idaho
$234K -$20.8K -311 -8%
NWM
438
Northwest Wealth Management
Iowa
$234K +$20.1K +300 +9%
MAM
439
MMA Asset Management
Pennsylvania
$233K – – –
ECM
440
ExodusPoint Capital Management
New York
$232K -$4.05M -60,731 -95%
PFO
441
Pathstone Family Office
New Jersey
$230K +$230K +3,450 New
Bessemer Group
442
Bessemer Group
New Jersey
$228K +$45.5K +679 +25%
HAIM
443
Hunter Associates Investment Management
Pennsylvania
$228K +$228K +3,411 New
KeyBank National Association
444
KeyBank National Association
Ohio
$227K +$14.6K +218 +7%
S
445
SignatureFD
Georgia
$222K -$30.4K -455 -12%
JF
446
Jump Financial
Illinois
$222K +$222K +3,333 New
CTA
447
Chesley Taft & Associates
Illinois
$218K +$218K +3,259 New
CI
448
Cigna Investments
Connecticut
$215K -$79.8K -1,194 -27%
CCA
449
Checchi Capital Advisers
California
$213K +$13.3K +199 +7%
OTL
450
Oak Thistle LLC
New York
$212K +$212K +3,163 New
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18
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