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Principal Financial Group
PFG

Overview Fund Activity

657 hedge funds and large institutions have $14.2B invested in Principal Financial Group in 2021 Q4 according to their latest regulatory filings, with 109 funds opening new positions, 202 increasing their positions, 213 reducing their positions, and 61 closing their positions.

Holders
657
Holders Change
+40
Holders Change %
+6.48%
% of All Funds
10.15%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
109
Increased
202
Reduced
213
Closed
61
Calls
$26.4M
Puts
$28.1M
Net Calls
-$1.61M
Net Calls Change
+$12M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$802M
2
Ameriprise
2
Ameriprise
Minnesota
$121M
3
Goldman Sachs
3
Goldman Sachs
New York
$221M
4
BlackRock
4
BlackRock
New York
$1.63B
5
Capstone Investment Advisors
5
Capstone Investment Advisors
New York
$28.9M

Top Sellers

1
Bank of Montreal
1
Bank of Montreal
Ontario, Canada
$40.6M
2
CS
2
Credit Suisse
Switzerland
$315M
3
Barclays
3
Barclays
United Kingdom
$126M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$293M
5
PCM
5
Prana Capital Management
Connecticut
$4.97M
Name Market Value Shares Shares
Change 		Shares
Change %
AP
626
Arlington Partners
Alabama
$7K 91 +91 New
IAG
627
Investmark Advisory Group
Connecticut
$7K 100 +100 New
POIA
628
Pin Oak Investment Advisors
Texas
$6K 78 – –
CHA
629
Carmichael Hill & Associates
Maryland
$6K 87 – –
ME
630
McIlrath & Eck
Washington
$5K 71 – –
PPWM
631
PFG Private Wealth Management
Florida
$4K 56 – –
SFM
632
Signet Financial Management
New Jersey
$4K 50 +50 New
AIC
633
Archer Investment Corporation
Indiana
$3.18K 44 +44 New
SWA
634
SOA Wealth Advisors
New York
$3K 51 – –
VCM
635
Versant Capital Management
Arizona
$3K 46 – –
PSB
636
Piscataqua Savings Bank
New Hampshire
$3K 35 – –
HDIM
637
Hanson & Doremus Investment Management
Vermont
$3K 35 – –
HS
638
Horan Securities
United States
$3K 40 +40 New
SSB
639
Sandy Spring Bank
Maryland
$3K 43 +43 New
CT
640
Cambridge Trust
Massachusetts
$3K 44 +44 New
EW
641
Evoke Wealth
California
$2K 23 – –
TFM
642
TFC Financial Management
Massachusetts
$2K 32 – –
SN
643
Sittner & Nelson
Oregon
$2K 34 – –
LF
644
Lee Financial
Texas
$2K 30 +30 New
CF
645
Concorde Financial
Texas
$2K 33 +33 New
TAM
646
Tucker Asset Management
Colorado
$1.3K 18 – –
PWMG
647
Prestige Wealth Management Group
New Jersey
$1K 7 – –
CWC
648
Carolinas Wealth Consulting
North Carolina
$1K 16 – –
CAL
649
Capital Advisors Ltd
Ohio
$1K 8 +8 New
MBFW
650
Morton Brown Family Wealth
Pennsylvania
$1K 10 +10 New
24 25
26
27 28