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Principal Financial Group
PFG

Overview Fund Activity

657 hedge funds and large institutions have $14.2B invested in Principal Financial Group in 2021 Q4 according to their latest regulatory filings, with 109 funds opening new positions, 202 increasing their positions, 213 reducing their positions, and 61 closing their positions.

Holders
657
Holders Change
+40
Holders Change %
+6.48%
% of All Funds
10.15%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
109
Increased
202
Reduced
213
Closed
61
Calls
$26.4M
Puts
$28.1M
Net Calls
-$1.61M
Net Calls Change
+$12M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$802M
2
Ameriprise
2
Ameriprise
Minnesota
$121M
3
Goldman Sachs
3
Goldman Sachs
New York
$221M
4
BlackRock
4
BlackRock
New York
$1.63B
5
Capstone Investment Advisors
5
Capstone Investment Advisors
New York
$28.9M

Top Sellers

1
Bank of Montreal
1
Bank of Montreal
Ontario, Canada
$40.6M
2
CS
2
Credit Suisse
Switzerland
$315M
3
Barclays
3
Barclays
United Kingdom
$126M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$293M
5
PCM
5
Prana Capital Management
Connecticut
$4.97M
Name Holding Trade Value Shares
Change 		Shares
Change %
TFGT
451
TS Financial Group (TSFG)
Illinois
$179K – – –
HFM
452
Harvest Fund Management
China
$170K +$131K +1,823 +337%
LIM
453
Longfellow Investment Management
Massachusetts
$166K – – –
DMBA
454
Deseret Mutual Benefit Administrators
Utah
$160K – – –
Parallax Volatility Advisers
455
Parallax Volatility Advisers
California
$160K +$36.1K +500 +29%
CC
456
Commons Capital
Massachusetts
$156K +$156K +2,153 New
SCA
457
Snowden Capital Advisors
New York
$148K +$148K +2,051 New
SCA
458
Stonebridge Capital Advisors
Minnesota
$146K – – –
BAM
459
Belpointe Asset Management
Nevada
$138K – – –
GCM
460
Gladius Capital Management
Illinois
$138K +$138K +1,897 New
HNB
461
Huntington National Bank
Ohio
$135K +$30.1K +416 +29%
NICM
462
Neo Ivy Capital Management
New York
$130K +$130K +1,793 New
SIM
463
Sentry Investment Management
Wisconsin
$127K – – –
NFG
464
Next Financial Group
Texas
$127K +$13.9K +192 +12%
WFA
465
West Financial Advisors
Iowa
$122K – – –
Koshinski Asset Management
466
Koshinski Asset Management
Illinois
$120K +$651 +9 +0.5%
AF
467
Advisornet Financial
Minnesota
$114K +$14.5K +201 +15%
FDCDDQ
468
Federation des caisses Desjardins du Quebec
Quebec, Canada
$114K – – –
Federated Hermes
469
Federated Hermes
Pennsylvania
$111K -$2.31K -32 -2%
FCA
470
FinTrust Capital Advisors
South Carolina
$110K – – –
LWCFA
471
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$103K – – –
LTI
472
Laffer Tengler Investments
Tennessee
$101K – – –
TH
473
TCTC Holdings
Texas
$100K – – –
CAL
474
Capital Analysts LLC
Pennsylvania
$100K – – –
AWM
475
Accel Wealth Management
Iowa
$99K -$6.89K -95 -7%
17 18
19
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