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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 %
FMB
651
Field & Main Bank
Kentucky
$6K +$6K +83 New
ME
652
McIlrath & Eck
Washington
$5K – – –
POIA
653
Pin Oak Investment Advisors
Texas
$5K – – –
GKIM
654
GW&K Investment Management
Massachusetts
$5K +$1.77K +24 +55%
FGAM
655
Financial Gravity Asset Management
Texas
$5K +$4.71K +1,200 +1,644%
PPWM
656
PFG Private Wealth Management
Florida
$4K – – –
HPC
657
HM Payson & Co
Maine
$3K -$10.2K -140 -77%
SSB
658
Sandy Spring Bank
Maryland
$3K – – –
HS
659
Horan Securities
United States
$3K – – –
VCM
660
Versant Capital Management
Arizona
$3K – – –
AIC
661
Archer Investment Corporation
Indiana
$2.94K – – –
SWA
662
SOA Wealth Advisors
New York
$2K -$757 -14 -27%
Lazard Asset Management
663
Lazard Asset Management
New York
$2K – – –
CWC
664
Carolinas Wealth Consulting
North Carolina
$2K – – –
TFM
665
TFC Financial Management
Massachusetts
$2K – – –
PSB
666
Piscataqua Savings Bank
New Hampshire
$2K – – –
EW
667
Evoke Wealth
California
$2K +$357 +5 +22%
DI
668
Disciplined Investments
Oklahoma
$2K +$389 +7 +24%
TWP
669
TFO Wealth Partners
Ohio
$2K +$2K +27 New
WPA
670
West Paces Advisors
Georgia
$1.27K – – –
TAM
671
Tucker Asset Management
Colorado
$1.2K – – –
ACK
672
Andrew C. Karlinski
$1K – – –
TFA
673
Transamerica Financial Advisors
Florida
$1K +$1K +1 New
WWM
674
Wolff Wiese Magana
California
$1K +$1K +10 New
CAL
675
Capital Advisors Ltd
Ohio
$1K +$1K +10 New
25 26
27
28 29