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Principal Financial Group
PFG

Overview Fund Activity

700 hedge funds and large institutions have $13.3B invested in Principal Financial Group in 2022 Q3 according to their latest regulatory filings, with 80 funds opening new positions, 223 increasing their positions, 246 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
700
Holders Change
+16
Holders Change %
+2.34%
% of All Funds
12.1%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
80
Increased
223
Reduced
246
Closed
56
Calls
$15.1M
Puts
$7.53M
Net Calls
+$7.58M
Net Calls Change
-$2.13M

Top Buyers

1
Geode Capital Management
Geode Capital Management
Massachusetts
$403M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$146M
3
Wellington Management Group
Wellington Management Group
Massachusetts
$312M
4
Bank of America
Bank of America
North Carolina
$1.43B
5
Axa
Axa
France
$25.2M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
$732M
2
ORIO
Old Republic International (ORI)
Illinois
$0
3
N
Natixis
France
$1.1M
4
BlackRock
BlackRock
New York
$1.58B
5
WCM
Wedge Capital Management
North Carolina
$240K
Name Holding Trade Value Shares
Change 		Shares
Change %
Canada Pension Plan Investment Board
676
Canada Pension Plan Investment Board
Ontario, Canada
$5K -$12.5M -196,821 -100%
ME
677
McIlrath & Eck
Washington
$5K – – –
GC
678
Globeflex Capital
California
$5K +$5K +63 New
EC
679
EdgeRock Capital
Colorado
$5K +$5K +64 New
PPWM
680
PFG Private Wealth Management
Florida
$4K – – –
AIC
681
Archer Investment Corporation
Indiana
$3.18K – – –
VCM
682
Versant Capital Management
Arizona
$3K -$405 -5 -12%
HS
683
Horan Securities
United States
$3K – – –
PSB
684
Piscataqua Savings Bank
New Hampshire
$3K – – –
DI
685
Disciplined Investments
Oklahoma
$3K +$81 +1 +3%
SWA
686
SOA Wealth Advisors
New York
$2K -$114 -2 -5%
TFM
687
TFC Financial Management
Massachusetts
$2K – – –
EW
688
Evoke Wealth
California
$2K – – –
CWC
689
Carolinas Wealth Consulting
North Carolina
$2K – – –
ANBT
690
American National Bank & Trust
Texas
$2K +$2K +22 New
CT
691
Cambridge Trust
Massachusetts
$2K +$2K +23 New
CAL
692
Capital Advisors Ltd
Ohio
$2K +$1.41K +24 +240%
HGERS
693
Householder Group Estate & Retirement Specialist
Arizona
$2K +$2K +41 New
TAM
694
Tucker Asset Management
Colorado
$1.59K – – –
WPA
695
West Paces Advisors
Georgia
$1.37K – – –
AWM
696
Abound Wealth Management
Tennessee
$1.16K +$1.16K +16 New
TFA
697
Transamerica Financial Advisors
Florida
$1K – – –
PWMG
698
Prestige Wealth Management Group
New Jersey
$1K – – –
SIC
699
SJS Investment Consulting
Ohio
$1K +$1K +19 New
JMF
700
Johnson Midwest Financial
Iowa
$291 +$1 +7 +0.2%
26 27
28
29 30