Principal Financial Group
783 hedge funds and large institutions have $15.2B invested in Principal Financial Group in 2022 Q4 according to their latest regulatory filings, with 137 funds opening new positions, 274 increasing their positions, 235 reducing their positions, and 47 closing their positions.
191% more first-time investments, than exits
New positions opened: 137 | Existing positions closed: 47
93% more call options, than puts
Call options by funds: $20.7M | Put options by funds: $10.7M
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
17% more repeat investments, than reductions
Existing positions increased: 274 | Existing positions reduced: 235
14% more capital invested
Capital invested by funds: $13.3B → $15.2B (+$1.85B)
11% more funds holding
Funds holding: 705 → 783 (+78)
1.33% more ownership
Funds ownership: 74.14% → 75.48% (+1.3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
First Trust Advisors
Wheaton,
Illinois
|
+$193M |
| 2 |
Morgan Stanley
New York
|
+$156M |
| 3 |
BlackRock
New York
|
+$142M |
| 4 |
Goldman Sachs
New York
|
+$38.9M |
| 5 |
CS
Credit Suisse
Zurich,
Switzerland
|
+$37.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$256M |
| 2 |
Capital Research Global Investors
Los Angeles,
California
|
-$142M |
| 3 |
Norges Bank
Oslo,
Norway
|
-$131M |
| 4 |
Wellington Management Group
Boston,
Massachusetts
|
-$111M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
-$54.7M |
PFG Hedge Fund Activity: Q4 2022 in Review
783 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Principal Financial Group (PFG) for Q4 2022, worth a combined $15.2B — up 14% from $13.3B a quarter earlier.
Buyers outnumbered sellers: 137 funds opened new PFG positions and 47 closed out — a net gain of 90 holders — while 274 added to existing stakes and 235 trimmed.
The largest buyer was First Trust Advisors, adding an estimated $193M. The largest seller was Bank of America, cutting an estimated $256M.
- 783 institutional investors held Principal Financial Group (PFG) as of Q4 2022, up from 705 in Q3 2022.
- Funds reported $15.2B of Principal Financial Group stock for Q4 2022, up 14% quarter-over-quarter.
- 137 funds opened new Principal Financial Group positions in Q4 2022 and 47 closed out, a net change of +90 holders.
- The largest Principal Financial Group buyer in Q4 2022 was First Trust Advisors, an estimated $193M added.
- The largest Principal Financial Group seller in Q4 2022 was Bank of America, an estimated $256M sold.
Based on aggregated 13F filings for Q4 2022.