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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 %
ORIO
701
Old Republic International (ORI)
Illinois
– -$67.5M -1,010,000 Closed
ERSOT
702
Employees Retirement System of Texas
Texas
– -$5.86M -87,725 Closed
PHK
703
Point72 Hong Kong
Hong Kong
– -$2.56M -38,370 Closed
HF
704
HRT Financial
New York
– -$1.99M -29,738 Closed
CC
705
Cypress Capital
Tennessee
– -$1.43M -21,449 Closed
MSRPS
706
Maryland State Retirement & Pension System
Maryland
– -$1.29M -19,249 Closed
MP
707
McDonald Partners
Ohio
– -$743K -11,118 Closed
NIMI
708
Natixis Investment Managers International
France
– -$711K -10,657 Closed
Walleye Trading
709
Walleye Trading
New York
– -$613K -9,184 Closed
IG
710
ING Group
Netherlands
– -$569K -8,517 Closed
SF
711
Synovus Financial
Georgia
– -$377K -5,642 Closed
EIM
712
Elliott Investment Management
Florida
– -$334K -5,000 Closed
WG
713
Winton Group
United Kingdom
– -$272K -4,069 Closed
GSC
714
Ground Swell Capital
South Carolina
– -$269K -4,033 Closed
RRCM
715
Rappaport Reiches Capital Management
Illinois
– -$267K -4,004 Closed
BFM
716
Boothbay Fund Management
New York
– -$245K -3,674 Closed
ECM
717
ExodusPoint Capital Management
New York
– -$232K -3,476 Closed
HAIM
718
Hunter Associates Investment Management
Pennsylvania
– -$228K -3,411 Closed
OTL
719
Oak Thistle LLC
New York
– -$212K -3,163 Closed
FIA
720
Foundations Investment Advisors
Arizona
– -$209K -3,149 Closed
B
721
Barings
North Carolina
– -$205K -3,069 Closed
WB
722
WesBanco Bank
West Virginia
– -$203K -3,047 Closed
Simplex Trading
723
Simplex Trading
Illinois
– -$157K -2,353 Closed
ETC
724
Exchange Traded Concepts
Oklahoma
– -$136K -2,034 Closed
CMF
725
Counterpoint Mutual Funds
California
– -$114K -1,705 Closed
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