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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 %
IAA
426
Independent Advisor Alliance
North Carolina
$294K -$25K -346 -8%
FDCDDQ
427
Federation des caisses Desjardins du Quebec
Quebec, Canada
$287K +$75.3K +1,043 +36%
Cerity Partners
428
Cerity Partners
New York
$284K -$29.2K -406 -9%
LPIC
429
LeJeune Puetz Investment Counsel
Michigan
$283K – – –
ZCA
430
Zeke Capital Advisors
Pennsylvania
$281K – – –
LB
431
Legacy Bridge
Iowa
$281K – – –
Vontobel Holding
432
Vontobel Holding
Switzerland
$280K -$50.4K -706 -15%
HFM
433
Harvest Fund Management
China
$280K +$109K +1,517 +64%
9WM
434
9258 Wealth Management
Ohio
$279K – – –
JWCA
435
J.W. Coons Advisors
Ohio
$278K – – –
AA
436
Auxano Advisors
Washington
$278K +$278K +3,855 New
CWA
437
Centennial Wealth Advisory
Michigan
$276K -$151K -2,090 -35%
ASN
438
Advisory Services Network
Georgia
$273K +$5.06K +70 +2%
MA
439
Mutual Advisors
Nebraska
$270K +$270K +3,739 New
CGL
440
Clarius Group LLC
Washington
$269K -$21.2K -294 -7%
PAM
441
Premier Asset Management
Illinois
$264K +$264K +3,650 New
SB
442
Sunflower Bank
Texas
$263K -$93K -1,289 -26%
CG
443
Caprock Group
Idaho
$263K +$10.3K +143 +4%
MAM
444
MMA Asset Management
Pennsylvania
$262K +$10.5K +146 +4%
MGP
445
Metis Global Partners
California
$257K -$9.02K -125 -3%
DAS
446
Dynamic Advisor Solutions
Arizona
$257K +$72 +1 +0%
KeyBank National Association
447
KeyBank National Association
Ohio
$257K +$11.3K +157 +5%
SWP
448
Stratos Wealth Partners
Ohio
$256K -$19.3K -267 -7%
IC
449
IEQ Capital
California
$255K +$35.6K +494 +16%
CAM
450
CenterStar Asset Management
Illinois
$254K – – –
16 17
18
19 20