PFG icon

Principal Financial Group
PFG

Overview Fund Activity

657 hedge funds and large institutions have $14.2B invested in Principal Financial Group in 2021 Q4 according to their latest regulatory filings, with 109 funds opening new positions, 202 increasing their positions, 213 reducing their positions, and 61 closing their positions.

Holders
657
Holders Change
+40
Holders Change %
+6.48%
% of All Funds
10.15%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
109
Increased
202
Reduced
213
Closed
61
Calls
$26.4M
Puts
$28.1M
Net Calls
-$1.61M
Net Calls Change
+$12M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$802M
2
Ameriprise
2
Ameriprise
Minnesota
$121M
3
Goldman Sachs
3
Goldman Sachs
New York
$221M
4
BlackRock
4
BlackRock
New York
$1.63B
5
Capstone Investment Advisors
5
Capstone Investment Advisors
New York
$28.9M

Top Sellers

1
Bank of Montreal
1
Bank of Montreal
Ontario, Canada
$40.6M
2
CS
2
Credit Suisse
Switzerland
$315M
3
Barclays
3
Barclays
United Kingdom
$126M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$293M
5
PCM
5
Prana Capital Management
Connecticut
$4.97M
Name Market Value Shares Shares
Change 		Shares
Change %
EWA
701
Evolution Wealth Advisors
Florida
– – -711 Closed
SAI
702
Systematic Alpha Investments
New Jersey
– – -700 Closed
AWA
703
Arkadios Wealth Advisors
Georgia
– – -536 Closed
LWM
704
Liberty Wealth Management
California
– – -425 Closed
MA
705
MCF Advisors
Kentucky
– – -394 Closed
Loomis, Sayles & Company
706
Loomis, Sayles & Company
Massachusetts
– – -317 Closed
JPLA
707
Joseph P. Lucia & Associates
New York
– – -305 Closed
GEA
708
Glen Eagle Advisors
New Jersey
– – -270 Closed
EBA
709
Eagle Bay Advisors
New York
– – -250 Closed
APWA
710
Atlas Private Wealth Advisors
New Jersey
– – -234 Closed
HIM
711
Hillsdale Investment Management
Ontario, Canada
– – -200 Closed
CG
712
Cutler Group
California
– – -123 Closed
WPA
713
West Paces Advisors
Georgia
– – -120 Closed
IF
714
Ironwood Financial
Arizona
– – -100 Closed
RA
715
Resolute Advisors
California
– – -51 Closed
JWM
716
Janiczek Wealth Management
Colorado
$0 4 -40 -91%
BWM
717
Baystate Wealth Management
Massachusetts
– – -11 Closed
Group One Trading
718
Group One Trading
Illinois
– – – –
Walleye Trading
719
Walleye Trading
New York
– – – –
PI
720
PEAK6 Investments
Illinois
– – – –
Tudor Investment Corp
721
Tudor Investment Corp
Connecticut
– – – –
CAM
722
CenterStar Asset Management
Illinois
– – – –
MS
723
Maven Securities
Jersey
– – – –
PAG
724
Paladin Advisory Group
Iowa
– – – –
AA
725
Addison Advisors
Vermont
$0 4 +4 New
25 26 27 28
29