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Principal Financial Group
PFG

Overview Fund Activity

778 hedge funds and large institutions have $15.1B invested in Principal Financial Group in 2022 Q4 according to their latest regulatory filings, with 137 funds opening new positions, 270 increasing their positions, 234 reducing their positions, and 47 closing their positions.

Holders
778
Holders Change
+78
Holders Change %
+11.14%
% of All Funds
12.55%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
137
Increased
270
Reduced
234
Closed
47
Calls
$20.7M
Puts
$10.7M
Net Calls
+$9.97M
Net Calls Change
+$2.39M

Top Buyers

1
First Trust Advisors
1
First Trust Advisors
Illinois
$238M
2
Morgan Stanley
2
Morgan Stanley
New York
$379M
3
BlackRock
3
BlackRock
New York
$1.97B
4
Goldman Sachs
4
Goldman Sachs
New York
$156M
5
CS
5
Credit Suisse
Switzerland
$65.9M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$1.41B
2
Capital Research Global Investors
2
Capital Research Global Investors
California
$713M
3
Norges Bank
3
Norges Bank
Norway
$78.9M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$255M
5
Ameriprise
5
Ameriprise
Minnesota
$82M
Name Market Value Shares Shares
Change 		Shares
Change %
HS
751
Horan Securities
United States
$3.36K 40 – –
FIM
752
FWL Investment Management
Texas
$3.36K 40 +40 New
VCM
753
Versant Capital Management
Arizona
$3.11K 37 – –
HGERS
754
Householder Group Estate & Retirement Specialist
Arizona
$3K 41 – –
CAL
755
Capital Advisors Ltd
Ohio
$3K 1,226 +1,192 +3,506%
SWA
756
SOA Wealth Advisors
New York
$2.94K 35 – –
PSB
757
Piscataqua Savings Bank
New Hampshire
$2.94K 35 – –
ACM
758
Antonetti Capital Management
Florida
$2.8K 33 -167 -84%
TFM
759
TFC Financial Management
Massachusetts
$2.71K 32 – –
FCA
760
Fortis Capital Advisors
Kansas
$2.52K 30 +30 New
CWC
761
Carolinas Wealth Consulting
North Carolina
$2.43K 29 – –
ANBT
762
American National Bank & Trust
Texas
$2K 22 – –
GWSA
763
Global Wealth Strategies & Associates
Colorado
$1.68K 20 +20 New
WPA
764
West Paces Advisors
Georgia
$1.59K 19 – –
TAM
765
Tucker Asset Management
Colorado
$1.54K 18 – –
NSIM
766
North Star Investment Management
Illinois
$1.01K 12 +12 New
LFG
767
Larson Financial Group
Missouri
$1.01K 12 +12 New
OAJ
768
Ogorek Anthony Joseph
New York
$1K 12 -78 -87%
TFA
769
Transamerica Financial Advisors
Florida
$1K 1 – –
PCM
770
Penserra Capital Management
California
$1K 14 +14 New
NMG
771
New Millennium Group
Utah
$839 10 -127 -93%
MYAM
772
Meiji Yasuda Asset Management
Japan
$702 8,369 +1,150 +16%
PWMG
773
Prestige Wealth Management Group
New Jersey
$587 7 – –
AA
774
Addison Advisors
Vermont
$420 5 – –
MHR
775
Matthew Hamilton Rosenberg
$420 5 +5 New
29 30
31
32 33