PFG icon

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
$288M
2
Bank of America
Bank of America
North Carolina
$1.03B
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$83.2M
4
BlackRock
BlackRock
New York
$1.71B
5
SSA
Schonfeld Strategic Advisors
New York
$20.1M

Top Sellers

1
CS
Credit Suisse
Switzerland
$37.4M
2
Capital Research Global Investors
Capital Research Global Investors
California
$958M
3
Bank of New York Mellon
Bank of New York Mellon
New York
$141M
4
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$51.2M
5
Barclays
Barclays
United Kingdom
$36.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
SNB
476
Security National Bank
Nebraska
$213K – – –
QCG
477
Quadrant Capital Group
Ohio
$213K – – –
PA
478
Parallel Advisors
California
$206K -$28.2K -379 -12%
BJL
479
Brighton Jones LLC
Washington
$206K +$206K +2,803 New
JWCA
480
J.W. Cole Advisors
Florida
$206K +$206K +2,804 New
ECM
481
Evergreen Capital Management
Washington
$205K +$514 +7 +0.3%
AQR Capital Management
482
AQR Capital Management
Connecticut
$205K +$205K +2,786 New
Koshinski Asset Management
483
Koshinski Asset Management
Illinois
$203K +$81.2K +1,106 +67%
BAM
484
Blueshift Asset Management
New Jersey
$203K +$203K +2,764 New
Bessemer Group
485
Bessemer Group
New Jersey
$200K +$3.31K +45 +2%
SSC
486
Syverson Strege & Co
Iowa
$198K +$220 +3 +0.1%
ST
487
Sageworth Trust
Pennsylvania
$189K -$46.6K -635 -20%
CFB
488
Cullen/Frost Bankers
Texas
$184K – – –
TFGT
489
TS Financial Group (TSFG)
Illinois
$182K – – –
OIA
490
Optimum Investment Advisors
Illinois
$173K -$14.7K -200 -8%
MAM
491
Meeder Asset Management
Ohio
$173K -$12.3K -168 -7%
HFM
492
Harvest Fund Management
China
$173K – – –
LIM
493
Longfellow Investment Management
Massachusetts
$169K – – –
BC
494
Bartlett & Co
Ohio
$168K +$168K +2,288 New
BCWM
495
Bartlett & Co Wealth Management
Ohio
$168K +$168K +2,288 New
GCM
496
Gladius Capital Management
Illinois
$167K +$27.1K +368 +19%
AG
497
AIA Group
Hong Kong
$167K +$77.6K +1,060 +87%
BAM
498
Belpointe Asset Management
Nevada
$164K +$24.5K +335 +18%
BAMF
499
BI Asset Management Fondsmaeglerselskab
Denmark
$159K +$159K +2,164 New
TF
500
Tompkins Financial
New York
$153K +$153K +2,080 New
18 19
20
21 22