PFG icon

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 %
SWM
676
Spire Wealth Management
Virginia
$1K +$1K +12 New
RDIA
677
RE Dickinson Investment Advisors
Iowa
$44 – +7 +1%
SSA
678
Schonfeld Strategic Advisors
New York
– -$20.1M -273,900 Closed
GC
679
Gillson Capital
Illinois
– -$18.9M -256,861 Closed
PCM
680
Prana Capital Management
Connecticut
– -$5.25M -71,481 Closed
OQS
681
Occudo Quantitative Strategies
Florida
– -$5.21M -71,002 Closed
Tudor Investment Corp
682
Tudor Investment Corp
Connecticut
– -$4.65M -63,284 Closed
AWA
683
Aaron Wealth Advisors
Illinois
– -$709K -52,047 Closed
MSL
684
Mackay Shields LLC
New York
– -$2.62M -35,671 Closed
GSC
685
G&S Capital
Colorado
– -$1.76M -23,902 Closed
E
686
Ergoteles
New York
– -$1.4M -19,048 Closed
GAM
687
Gotham Asset Management
New York
– -$1.21M -16,504 Closed
ZIG
688
Zurich Insurance Group
Switzerland
– -$1.15M -15,700 Closed
TA
689
TKG Advisors
Indiana
– -$1.02M -13,848 Closed
XT
690
XTX Topco
Cayman Islands
– -$862K -11,740 Closed
CAM
691
Cresset Asset Management
Illinois
– -$633K -8,616 Closed
SEC
692
Seven Eight Capital
New York
– -$627K -8,541 Closed
PP
693
Paloma Partners
Connecticut
– -$609K -8,300 Closed
Walleye Capital
694
Walleye Capital
New York
– -$366K -4,988 Closed
LA
695
Latitude Advisors
Florida
– -$350K -4,766 Closed
Nomura Holdings
696
Nomura Holdings
Japan
– -$342K -4,635 Closed
LCM
697
Laurion Capital Management
New York
– -$338K -4,600 Closed
MFGM
698
Marshall Financial Group (Maryland)
Maryland
– -$328K -4,465 Closed
IRF
699
IBM Retirement Fund
New York
– -$307K -4,185 Closed
YIH
700
Y-Intercept (HK)
Hong Kong
– -$304K -4,139 Closed
26 27
28
29 30