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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 %
Brown Advisory
476
Brown Advisory
Maryland
$219K – – –
WIM
477
WealthPlan Investment Management
Nebraska
$219K +$219K +2,424 New
BAM
478
Belpointe Asset Management
Nevada
$218K +$60.8K +845 +39%
RWA
479
Redhawk Wealth Advisors
Minnesota
$216K -$720 -10 -0.3%
CFS
480
CRA Financial Services
New Jersey
$216K – – –
SNBOSD
481
Security National Bank of So Dak
Iowa
$216K – – –
RA
482
RFG Advisory
Alabama
$216K +$216K +2,382 New
SPC
483
Sigma Planning Corp
Michigan
$215K +$215K +2,982 New
C
484
CEDRUS
Colorado
$213K +$213K +2,951 New
AIP
485
Ameritas Investment Partners
Nebraska
$212K – – –
PCS
486
Personal CFO Solutions
New Jersey
$212K +$212K +2,942 New
SNB
487
Security National Bank
Nebraska
$210K +$210K +2,905 New
DOA
488
D'Orazio & Associates
Virginia
$210K +$210K +2,907 New
RJT
489
Raymond James Trust
Florida
$210K +$210K +2,910 New
RCAG
490
Rehmann Capital Advisory Group
Michigan
$208K +$208K +2,884 New
HSA
491
HBK Sorce Advisory
Pennsylvania
$206K +$206K +2,852 New
PFP
492
Pinnacle Financial Partners
Tennessee
$205K +$205K +2,838 New
BWM
493
BCGM Wealth Management
Indiana
$203K +$203K +2,340 New
Koshinski Asset Management
494
Koshinski Asset Management
Illinois
$202K +$202K +2,797 New
FCFC
495
First Citizens Financial Corp
Iowa
$202K +$202K +2,799 New
JWCA
496
J.W. Cole Advisors
Florida
$200K +$200K +2,775 New
ST
497
Sageworth Trust
Pennsylvania
$186K – – –
S
498
SignatureFD
Georgia
$185K -$55.2K -763 -23%
WT
499
Whittier Trust
California
$184K +$1.3K +18 +0.7%
CFB
500
Cullen/Frost Bankers
Texas
$182K +$794 +11 +0.4%
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