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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 %
ECM
776
Everence Capital Management
Indiana
$380 4,530 -6,640 -59%
TWP
777
TFO Wealth Partners
Ohio
$284 2 +2 New
Canada Pension Plan Investment Board
778
Canada Pension Plan Investment Board
Ontario, Canada
$84 1 -78 -99%
VLKIM
779
Van Lanschot Kempen Investment Management
Netherlands
– – -164,415 Closed
AIM
780
Artemis Investment Management
United Kingdom
– – -85,239 Closed
MFS
781
Mirabella Financial Services
United Kingdom
– – -55,768 Closed
Voloridge Investment Management
782
Voloridge Investment Management
Florida
– – -41,802 Closed
EI
783
EDMP Inc
Florida
– – -38,752 Closed
WAM
784
Weiss Asset Management
Massachusetts
– – -37,525 Closed
JF
785
Jump Financial
Illinois
– – -27,709 Closed
AIMCA
786
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
– – -18,942 Closed
OAM
787
Oppenheimer Asset Management
New York
– – -14,619 Closed
KWILP
788
Kiwi Wealth Investments Limited Partnership
New Zealand
– – -13,457 Closed
ACM
789
AlphaCrest Capital Management
New York
– – -12,263 Closed
WI
790
WBI Investments
New Jersey
– – -12,107 Closed
QC
791
Quadrature Capital
United Kingdom
– – -11,512 Closed
DA
792
DCM Advisors
New York
– – -10,078 Closed
BC
793
Bridgefront Capital
Texas
– – -9,430 Closed
VWA
794
V Wealth Advisors
Kansas
– – -8,995 Closed
BCM
795
Bayesian Capital Management
New York
– – -8,406 Closed
CPC
796
Cookson Peirce & Co
Pennsylvania
– – -7,006 Closed
AWA
797
Arete Wealth Advisors
Illinois
– – -5,963 Closed
FHB
798
First Hawaiian Bank
Hawaii
– – -5,410 Closed
Wolverine Trading
799
Wolverine Trading
Illinois
– – -4,464 Closed
IAA
800
Independent Advisor Alliance
North Carolina
– – -4,076 Closed
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