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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 %
ACM
451
Aquatic Capital Management
Illinois
$253K +$253K +3,500 New
Bessemer Group
452
Bessemer Group
New Jersey
$252K +$5.79K +80 +2%
JCM
453
Jacobi Capital Management
Pennsylvania
$252K +$252K +3,497 New
CC
454
Commons Capital
Massachusetts
$251K -$7.36K -102 -3%
RWM
455
Ritholtz Wealth Management
New York
$250K +$250K +3,466 New
GAA
456
Global Assets Advisory
Florida
$249K +$249K +2,825 New
SWM
457
SeaCrest Wealth Management
New York
$245K -$11.1K -153 -4%
NWM
458
Northwest Wealth Management
Iowa
$241K -$11.5K -160 -5%
WCM
459
Wedge Capital Management
North Carolina
$240K -$31.2M -432,348 -99%
OPPTF
460
OPSEU Pension Plan Trust Fund
Ontario, Canada
$237K +$2.15K +29 +0.9%
PI
461
PEAK6 Investments
Illinois
$237K +$237K +3,291 New
CTA
462
Chesley Taft & Associates
Illinois
$235K – – –
IPW
463
Inlet Private Wealth
Florida
$234K -$28.3K -391 -11%
5L
464
55I LLC
Massachusetts
$234K +$234K +3,251 New
CCA
465
Checchi Capital Advisers
California
$230K – – –
KC
466
Kinloch Capital
Virginia
$226K – – –
AAS
467
Avantax Advisory Services
Texas
$226K +$226K +3,136 New
ACA
468
Atlas Capital Advisors
Wyoming
$225K +$210K +2,912 +1,400%
EP
469
Eudaimonia Partners
Tennessee
$225K +$217 +3 +0.1%
CAM
470
Cresset Asset Management
Illinois
$225K +$225K +3,116 New
CI
471
Cigna Investments
Connecticut
$222K -$9.96K -138 -4%
PCMC
472
Paragon Capital Management (Colorado)
Colorado
$222K -$5.78K -80 -3%
JGIA
473
Jackson Grant Investment Advisers
Connecticut
$222K – – –
CAAM
474
Cornerstone Advisors Asset Management
Pennsylvania
$221K -$73.8K -1,023 -25%
P
475
Pitcairn
Pennsylvania
$220K -$2.67K -37 -1%
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