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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 %
RAM
551
Riggs Asset Management
Pennsylvania
$49K – – –
CYG
552
Clean Yield Group
Vermont
$48K – – –
RDIA
553
RE Dickinson Investment Advisors
Iowa
$48K +$366 +5 +0.8%
SWA
554
Sutton Wealth Advisors
Florida
$47.9K +$1.32K +18 +3%
FCFS
555
First Command Financial Services
Texas
$46K – – –
FCB
556
First Command Bank
Texas
$46K – – –
DA
557
Denali Advisors
California
$44K -$198K -2,700 -82%
AIP
558
Ahrens Investment Partners
Louisiana
$44K – – –
EWA
559
EverSource Wealth Advisors
Alabama
$44K +$2.52K +34 +6%
BFEC
560
Benjamin F. Edwards & Company
Missouri
$43K -$785K -10,637 -95%
HBW
561
Hazlett, Burt & Watson
West Virginia
$43K +$43K +583 New
MFA
562
McClarren Financial Advisors
Pennsylvania
$42K +$294 +4 +0.7%
PFBT
563
Parkside Financial Bank & Trust
Missouri
$42K +$10.1K +135 +32%
PO
564
Private Ocean
California
$41K – – –
LAS
565
Lloyd Advisory Services
Georgia
$41K +$1.68K +23 +4%
SV
566
Stilwell Value
New York
$40K – – –
GWS
567
Glassman Wealth Services
Virginia
$38K -$1.32K -18 -3%
CWA
568
Clearview Wealth Advisors
Oregon
$38K – – –
AIM
569
Anchor Investment Management
South Carolina
$37.7K – – –
GFPC
570
Global Financial Private Client
Florida
$36.9K +$36.9K +500 New
Kayne Anderson Rudnick Investment Management
571
Kayne Anderson Rudnick Investment Management
California
$36K – – –
AAP
572
Arax Advisory Partners
Colorado
$36K +$372 +5 +1%
PMFA
573
Plante Moran Financial Advisors
Michigan
$36K +$11K +148 +44%
WAM
574
WFA Asset Management
Wisconsin
$35.8K +$35.7K +487 +48,700%
TPCW
575
TD Private Client Wealth
New York
$35.7K +$1.84K +25 +5%
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