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Principal Financial Group
PFG

Overview Fund Activity

684 hedge funds and large institutions have $12.5B invested in Principal Financial Group in 2022 Q2 according to their latest regulatory filings, with 67 funds opening new positions, 238 increasing their positions, 236 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
684
Holders Change
+4
Holders Change %
+0.59%
% of All Funds
11.57%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
67
Increased
238
Reduced
236
Closed
53
Calls
$17.3M
Puts
$7.59M
Net Calls
+$9.71M
Net Calls Change
+$440K

Top Buyers

1
Bank of America
Bank of America
North Carolina
$1.3B
2
Wellington Management Group
Wellington Management Group
Massachusetts
$265M
3
Norges Bank
Norges Bank
Norway
$172M
4
N
Natixis
France
$51M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$110M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
$794M
2
Morgan Stanley
Morgan Stanley
New York
$200M
3
State Street
State Street
Massachusetts
$802M
4
BlackRock
BlackRock
New York
$1.5B
5
Goldman Sachs
Goldman Sachs
New York
$99.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
HFM
476
Harvest Fund Management
China
$158K – – –
Simplex Trading
477
Simplex Trading
Illinois
$157K +$157K +2,353 New
BC
478
Bartlett & Co
Ohio
$153K – – –
LIM
479
Longfellow Investment Management
Massachusetts
$153K – – –
BCWM
480
Bartlett & Co Wealth Management
Ohio
$153K – – –
T
481
TOBAM
France
$151K +$69.8K +1,044 +86%
PA
482
Parallel Advisors
California
$148K -$36.2K -544 -20%
BAM
483
Belpointe Asset Management
Nevada
$146K -$3.81K -57 -3%
HI
484
Harbour Investments
Wisconsin
$146K +$146K +2,184 New
TF
485
Tompkins Financial
New York
$139K – – –
ETC
486
Exchange Traded Concepts
Oklahoma
$136K +$53.6K +801 +65%
OIA
487
Optimum Investment Advisors
Illinois
$130K -$26.7K -400 -17%
HNB
488
Huntington National Bank
Ohio
$125K +$1.33K +20 +1%
DMBA
489
Deseret Mutual Benefit Administrators
Utah
$123K – – –
SCM
490
Silvant Capital Management
Georgia
$117K – – –
SFO
491
Standard Family Office
South Dakota
$114K +$114K +1,700 New
CMF
492
Counterpoint Mutual Funds
California
$114K +$114K +1,705 New
CSS
493
Cubist Systematic Strategies
Connecticut
$111K -$3.83M -57,105 -97%
WFA
494
West Financial Advisors
Iowa
$111K -$9.65K -145 -8%
SIM
495
Sentry Investment Management
Wisconsin
$111K +$11K +165 +11%
SCA
496
Stonebridge Capital Advisors
Minnesota
$105K – – –
JFA
497
JNBA Financial Advisors
Minnesota
$105K +$25.1K +375 +31%
TCWA
498
Ten Capital Wealth Advisors
Washington
$105K +$105K +1,578 New
FCA
499
FinTrust Capital Advisors
South Carolina
$104K -$1.66K -26 -2%
AWM
500
Accel Wealth Management
Iowa
$102K +$16.5K +264 +19%
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