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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 %
MAM
451
MMA Asset Management
Pennsylvania
$241K +$241K +3,482 New
AIP
452
Ameritas Investment Partners
Nebraska
$237K – – –
NWM
453
Northwest Wealth Management
Iowa
$235K +$235K +3,200 New
KeyBank National Association
454
KeyBank National Association
Ohio
$234K +$1.18K +16 +0.5%
FIA
455
Foundations Investment Advisors
Arizona
$233K – – –
SPC
456
Sigma Planning Corp
Michigan
$231K +$440 +6 +0.2%
SCA
457
Snowden Capital Advisors
New York
$231K +$80.9K +1,106 +54%
KC
458
Kinloch Capital
Virginia
$230K – – –
PCMC
459
Paragon Capital Management (Colorado)
Colorado
$230K +$7.4K +101 +3%
SXL
460
Summit X LLC
Missouri
$228K +$228K +3,088 New
JGIA
461
Jackson Grant Investment Advisers
Connecticut
$225K – – –
EP
462
Eudaimonia Partners
Tennessee
$225K +$225K +3,064 New
Brown Advisory
463
Brown Advisory
Maryland
$223K -$33.4K -455 -13%
P
464
Pitcairn
Pennsylvania
$223K -$4.62K -63 -2%
WB
465
WesBanco Bank
West Virginia
$223K +$19.3K +264 +9%
WT
466
Whittier Trust
California
$223K +$39.4K +537 +21%
HI
467
Horizon Investments
North Carolina
$222K +$222K +3,023 New
RWA
468
Redhawk Wealth Advisors
Minnesota
$220K -$9.46K -129 -4%
WA
469
WestEnd Advisors
North Carolina
$220K -$216 -3 Closed
CFS
470
CRA Financial Services
New Jersey
$220K – – –
AAS
471
Avantax Advisory Services
Texas
$220K +$220K +2,998 New
GMA
472
Glassy Mountain Advisors
Maryland
$220K +$220K +3,000 New
SNBOSD
473
Security National Bank of So Dak
Iowa
$220K +$220K +3,000 New
CCA
474
Checchi Capital Advisers
California
$219K +$219K +2,982 New
Cerity Partners
475
Cerity Partners
New York
$218K +$8.85K +120 +4%
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