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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 %
SFG
701
SevenBridge Financial Group
Pennsylvania
– – -2,819 Closed
Parallax Volatility Advisers
702
Parallax Volatility Advisers
California
– – -2,217 Closed
NICM
703
Neo Ivy Capital Management
New York
– – -1,793 Closed
SFO
704
Standard Family Office
South Dakota
– – -1,300 Closed
PI
705
PineBridge Investments
New York
– – -1,230 Closed
CA
706
Cornerstone Advisory
Maryland
– – -1,100 Closed
ONST
707
Old North State Trust
North Carolina
– – -922 Closed
FPWM
708
FSB Premier Wealth Management
Iowa
– – -883 Closed
CBT
709
CoreFirst Bank & Trust
Kansas
– – -655 Closed
MAM
710
Mystic Asset Management
Rhode Island
– – -485 Closed
FFG
711
Ford Financial Group
California
– – -365 Closed
LPWM
712
Lake Point Wealth Management
Texas
– – -335 Closed
Optiver Holding
713
Optiver Holding
Netherlands
– – -320 Closed
LFG
714
Leverty Financial Group
Wisconsin
– – -247 Closed
CSWM
715
Cassady Schiller Wealth Management
Ohio
– – -227 Closed
HFS
716
Horizon Financial Services
North Carolina
– – -176 Closed
RPCONE
717
Retirement Planning Company of New England
Rhode Island
– – -165 Closed
RIA
718
Richwood Investment Advisors
Ohio
– – -162 Closed
DAM
719
Delta Asset Management
Tennessee
– – -151 Closed
CWS
720
Confluence Wealth Services
Pennsylvania
– – -145 Closed
AIM
721
AHL Investment Management
Florida
– – -125 Closed
SWM
722
Spire Wealth Management
Virginia
– – -125 Closed
AWA
723
Amplius Wealth Advisors
Pennsylvania
– – -116 Closed
APC
724
Aspire Private Capital
North Carolina
– – -113 Closed
IAG
725
Investmark Advisory Group
Connecticut
– – -100 Closed
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