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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 %
GA
676
GoalVest Advisory
New York
$1K 8 +8 New
FGAM
677
Financial Gravity Asset Management
Texas
$18 73 +73 New
Capstone Investment Advisors
678
Capstone Investment Advisors
New York
– – -400,000 Closed
Assenagon Asset Management
679
Assenagon Asset Management
Luxembourg
– – -86,286 Closed
IP
680
Interval Partners
New York
– – -51,961 Closed
AIM
681
Artemis Investment Management
United Kingdom
– – -49,354 Closed
SM
682
Sciencast Management
New Jersey
– – -38,561 Closed
DILIC
683
Dai-ichi Life Insurance Company
Japan
– – -32,252 Closed
CA
684
Capitolis Advisors
New York
– – -27,915 Closed
MCM
685
Mork Capital Management
California
– – -20,500 Closed
AIM
686
Aigen Investment Management
New York
– – -18,781 Closed
CCM
687
Community Capital Management
Florida
– – -18,400 Closed
TC
688
Trilogy Capital
California
– – -16,180 Closed
PAM
689
Premier Asset Management
Illinois
– – -14,160 Closed
Squarepoint
690
Squarepoint
New York
– – -7,002 Closed
RIG
691
Roosevelt Investment Group
New York
– – -6,594 Closed
QI
692
Qtron Investments
Massachusetts
– – -4,412 Closed
TC
693
TownSquare Capital
Utah
– – -4,409 Closed
ESCM
694
Echo Street Capital Management
New York
– – -3,786 Closed
LOAMS
695
Lombard Odier Asset Management (Switzerland)
Switzerland
– – -3,720 Closed
FC
696
FORA Capital
Florida
– – -3,550 Closed
FFN
697
Focus Financial Network
Minnesota
– – -3,539 Closed
JCM
698
Jacobi Capital Management
Pennsylvania
– – -3,056 Closed
TSS
699
Two Sigma Securities
New York
– – -2,895 Closed
GIA
700
Gateway Investment Advisers
Ohio
– – -2,893 Closed
26 27
28
29 30