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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 %
LF
526
Lee Financial
Texas
$60K +$60K +905 New
LFA
527
Level Financial Advisors
New York
$58K – – –
DGAM
528
Desjardins Global Asset Management
Quebec, Canada
$56K – – –
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
529
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$55K -$5.42M -81,176 -99%
DCM
530
Dupont Capital Management
Delaware
$55K -$8.85K -132 -14%
QC
531
Quent Capital
New York
$55K +$8.06K +121 +17%
FHA
532
First Horizon Advisors
Tennessee
$49K +$1.34K +20 +3%
SC
533
Stephens Consulting
Michigan
$48.4K – – –
PFBT
534
Parkside Financial Bank & Trust
Missouri
$48K +$10.4K +156 +28%
FBC
535
Fairfield, Bush & Co
Connecticut
$47K +$47K +700 New
BC
536
Burleson & Co
California
$46K – – –
CHC
537
City Holding Co
West Virginia
$45K – – –
OLVIG
538
Oliver Lagore Vanvalin Investment Group
Michigan
$45K – – –
CYG
539
Clean Yield Group
Vermont
$44K – – –
RAM
540
Riggs Asset Management
Pennsylvania
$44K – – –
SWA
541
Sutton Wealth Advisors
Florida
$42.1K -$1.47K -22 -3%
FCFS
542
First Command Financial Services
Texas
$42K – – –
FCB
543
First Command Bank
Texas
$42K – – –
CI
544
CX Institutional
Indiana
$41K +$41K +613 New
CFO
545
CVA Family Office
Colorado
$40K -$10K -150 -20%
AIP
546
Ahrens Investment Partners
Louisiana
$40K – – –
BFEC
547
Benjamin F. Edwards & Company
Missouri
$39K – – –
HBW
548
Hazlett, Burt & Watson
West Virginia
$39K – – –
EWA
549
EverSource Wealth Advisors
Alabama
$37K -$2.25K -34 -6%
SV
550
Stilwell Value
New York
$37K – – –
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