PFG icon

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 %
MA
801
Mutual Advisors
Nebraska
– – -3,739 Closed
PAM
802
Premier Asset Management
Illinois
– – -3,650 Closed
SB
803
Sunflower Bank
Texas
– – -3,645 Closed
ACM
804
Aquatic Capital Management
Illinois
– – -3,500 Closed
PI
805
PEAK6 Investments
Illinois
– – -3,291 Closed
IPW
806
Inlet Private Wealth
Florida
– – -3,237 Closed
OPPTF
807
OPSEU Pension Plan Trust Fund
Ontario, Canada
– – -3,200 Closed
EP
808
Eudaimonia Partners
Tennessee
– – -3,114 Closed
PFP
809
Pinnacle Financial Partners
Tennessee
– – -2,838 Closed
RA
810
RFG Advisory
Alabama
– – -2,382 Closed
BWM
811
BCGM Wealth Management
Indiana
– – -2,340 Closed
LIM
812
Longfellow Investment Management
Massachusetts
– – -2,289 Closed
MAM
813
Meeder Asset Management
Ohio
– – -2,232 Closed
SFO
814
Standard Family Office
South Dakota
– – -1,700 Closed
NICM
815
Neo Ivy Capital Management
New York
– – -550 Closed
Kayne Anderson Rudnick Investment Management
816
Kayne Anderson Rudnick Investment Management
California
– – -486 Closed
ODG
817
O'Dell Group
Ohio
– – -465 Closed
HI
818
Hudock Inc
Pennsylvania
– – -452 Closed
BA
819
Bellwether Advisors
Nebraska
– – -237 Closed
PAI
820
Pittenger & Anderson Inc
Nebraska
– – -215 Closed
BBPWM
821
Blue Bell Private Wealth Management
Pennsylvania
– – -134 Closed
SWM
822
Selective Wealth Management
Virginia
– – -110 Closed
EC
823
EdgeRock Capital
Colorado
– – -64 Closed
EW
824
Evoke Wealth
California
– – -28 Closed
CT
825
Cambridge Trust
Massachusetts
– – -23 Closed
30 31 32
33
34