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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 %
Bank of Montreal
76
Bank of Montreal
Ontario, Canada
$12.5M 167,311 -393,376 -70%
SIS
77
Sound Income Strategies
Florida
$12.2M 166,315 +21,843 +15%
CB
78
Commerce Bank
Missouri
$12M 162,834 +5,599 +4%
CI Investments Inc
79
CI Investments Inc
Ontario, Canada
$11.6M 157,675 -1,245 -0.8%
BNP Paribas Financial Markets
80
BNP Paribas Financial Markets
France
$11.3M 153,469 -65,581 -30%
State of New Jersey Common Pension Fund D
81
State of New Jersey Common Pension Fund D
New Jersey
$10.8M 146,772 – –
SFI
82
Susquehanna Fundamental Investments
Pennsylvania
$10.8M 146,738 +146,738 New
Russell Investments Group
83
Russell Investments Group
United Kingdom
$10.8M 146,155 -12,543 -8%
Chevy Chase Trust
84
Chevy Chase Trust
Maryland
$10.7M 146,064 -1,775 -1%
Toronto Dominion Bank
85
Toronto Dominion Bank
Ontario, Canada
$10.3M 140,590 -1,162,046 -89%
PAMS
86
Pictet Asset Management (Switzerland)
Switzerland
$10.1M 137,239 +2,048 +2%
Ohio Public Employees Retirement System (OPERS)
87
Ohio Public Employees Retirement System (OPERS)
Ohio
$9.85M 134,134 -8,908 -6%
Man Group
88
Man Group
United Kingdom
$9.74M 132,675 +43,692 +49%
Rafferty Asset Management
89
Rafferty Asset Management
New York
$9.54M 129,887 -19,471 -13%
Mitsubishi UFJ Asset Management
90
Mitsubishi UFJ Asset Management
Japan
$9.39M 127,962 +11,639 +10%
FAF
91
Fjarde Ap-fonden
Sweden
$8.77M 119,501 +16,600 +16%
AWM
92
AE Wealth Management
Kansas
$8.68M 118,186 +18,033 +18%
GIM
93
Goelzer Investment Management
Indiana
$8.65M 117,854 -42,184 -26%
Grantham, Mayo, Van Otterloo & Co (GMO)
94
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$8.59M 117,000 -74,528 -39%
Asset Management One
95
Asset Management One
Japan
$8.5M 115,795 -4,478 -4%
Baird Financial Group
96
Baird Financial Group
Wisconsin
$8.49M 115,609 -8,513 -7%
Jane Street
97
Jane Street
New York
$8.13M 110,677 +95,446 +627%
Ensign Peak Advisors
98
Ensign Peak Advisors
Utah
$8.09M 110,200 -12,410 -10%
CI
99
Conning Inc
Connecticut
$8.04M 109,570 -4,802 -4%
Royal London Asset Management
100
Royal London Asset Management
United Kingdom
$7.85M 106,858 +1,331 +1%
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4
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