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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 %
AP
726
Arlington Partners
Alabama
– – -91 Closed
SFM
727
Signet Financial Management
New Jersey
– – -50 Closed
HDIM
728
Hanson & Doremus Investment Management
Vermont
– – -35 Closed
CF
729
Concorde Financial
Texas
– – -33 Closed
LF
730
Lee Financial
Texas
– – -30 Closed
MBFW
731
Morton Brown Family Wealth
Pennsylvania
– – -10 Closed
CAL
732
Capital Advisors Ltd
Ohio
– – -8 Closed
Walleye Trading
733
Walleye Trading
New York
– – – –
AA
734
Addison Advisors
Vermont
$0 4 – –
Wolverine Trading
735
Wolverine Trading
Illinois
– – – –
PI
736
PEAK6 Investments
Illinois
– – – –
MS
737
Maven Securities
Jersey
– – – –
JWM
738
Janiczek Wealth Management
Colorado
$0 4 – –
Simplex Trading
739
Simplex Trading
Illinois
– – – –
Twin Tree Management
740
Twin Tree Management
Texas
– – – –
Group One Trading
741
Group One Trading
Illinois
– – – –
EBA
742
Eagle Bay Advisors
New York
– – – –
SIC
743
SJS Investment Consulting
Ohio
$0 5 +5 New
ADL
744
Asset Dedication LLC
California
$0 6 +6 New
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