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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
$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 %
FDCDDQ
501
Federation des caisses Desjardins du Quebec
Quebec, Canada
$148K +$32.8K +447 +28%
HNB
502
Huntington National Bank
Ohio
$137K -$737 -10 -0.5%
DMBA
503
Deseret Mutual Benefit Administrators
Utah
$135K -$27.5K -375 -17%
WFA
504
West Financial Advisors
Iowa
$133K +$9.17K +125 +7%
C
505
Covestor
United Kingdom
$133K +$61.2K +836 +85%
AF
506
Advisornet Financial
Minnesota
$129K +$13.5K +185 +12%
SCM
507
Silvant Capital Management
Georgia
$128K +$33K +450 +35%
FCA
508
FinTrust Capital Advisors
South Carolina
$121K +$9.5K +130 +9%
SCA
509
Stonebridge Capital Advisors
Minnesota
$115K -$33.1K -452 -22%
SIM
510
Sentry Investment Management
Wisconsin
$110K -$18.5K -253 -14%
Federated Hermes
511
Federated Hermes
Pennsylvania
$109K -$4.2K -57 -4%
CTC
512
Central Trust Company
Missouri
$108K +$29.4K +400 +37%
HBT
513
Hills Bank & Trust
Iowa
$103K +$103K +1,402 New
LTI
514
Laffer Tengler Investments
Tennessee
$102K – – –
CAL
515
Capital Analysts LLC
Pennsylvania
$101K – – –
TH
516
TCTC Holdings
Texas
$101K – – –
AWM
517
Accel Wealth Management
Iowa
$101K +$74 +1 +0.1%
JWA
518
JFS Wealth Advisors
Pennsylvania
$96K +$4.84K +66 +5%
GLLW
519
Graves Light Lenhart Wealth
Virginia
$95K – – –
TWA
520
TCI Wealth Advisors
Arizona
$93K – – –
CCM
521
Covington Capital Management
California
$91K – – –
ETC
522
Exchange Traded Concepts
Oklahoma
$91K +$91K +1,233 New
GAM
523
Gemmer Asset Management
California
$90K – – –
T
524
TOBAM
France
$89K +$89K +1,216 New
JFA
525
JNBA Financial Advisors
Minnesota
$88K – – –
19 20
21
22 23