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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.

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
1
Morgan Stanley
New York
$288M
2
Bank of America
2
Bank of America
North Carolina
$1.03B
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$83.2M
4
BlackRock
4
BlackRock
New York
$1.71B
5
SSA
5
Schonfeld Strategic Advisors
New York
$20.1M

Top Sellers

1
CS
1
Credit Suisse
Switzerland
$37.4M
2
Capital Research Global Investors
2
Capital Research Global Investors
California
$958M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$141M
4
Canada Pension Plan Investment Board
4
Canada Pension Plan Investment Board
Ontario, Canada
$51.2M
5
Barclays
5
Barclays
United Kingdom
$36.5M
Name Market Value Shares Shares
Change 		Shares
Change %
ME
651
McIlrath & Eck
Washington
$5K 71 – –
PCA
652
Providence Capital Advisors
North Carolina
$4K 53 -54 -50%
PPWM
653
PFG Private Wealth Management
Florida
$4K 56 – –
AIC
654
Archer Investment Corporation
Indiana
$3.23K 44 – –
VCM
655
Versant Capital Management
Arizona
$3K 42 -4 -9%
CT
656
Cambridge Trust
Massachusetts
$3K 44 – –
SSB
657
Sandy Spring Bank
Maryland
$3K 43 – –
SWA
658
SOA Wealth Advisors
New York
$3K 51 – –
PSB
659
Piscataqua Savings Bank
New Hampshire
$3K 35 – –
HS
660
Horan Securities
United States
$3K 40 – –
PFS
661
Prospera Financial Services
Texas
$3K 38 +38 New
GKIM
662
GW&K Investment Management
Massachusetts
$3K 44 +44 New
CI
663
Cordant Inc
Oregon
$3K 45 +45 New
Lazard Asset Management
664
Lazard Asset Management
New York
$2K 30 -101 -77%
TFM
665
TFC Financial Management
Massachusetts
$2K 32 – –
EW
666
Evoke Wealth
California
$2K 23 – –
SN
667
Sittner & Nelson
Oregon
$2K 34 – –
CWC
668
Carolinas Wealth Consulting
North Carolina
$2K 29 +13 +81%
DI
669
Disciplined Investments
Oklahoma
$2K 29 +29 New
GIA
670
GHP Investment Advisors
Colorado
$2K 31 +31 New
WPA
671
West Paces Advisors
Georgia
$1.4K 19 +19 New
TAM
672
Tucker Asset Management
Colorado
$1.32K 18 – –
DFCM
673
Dark Forest Capital Management
Puerto Rico
$1K 16 -129 -89%
ACK
674
Andrew C. Karlinski
$1K 9 -6 -40%
PWMG
675
Prestige Wealth Management Group
New Jersey
$1K 7 – –
25 26
27
28 29