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Principal Financial Group
PFG

Overview Fund Activity

700 hedge funds and large institutions have $13.3B invested in Principal Financial Group in 2022 Q3 according to their latest regulatory filings, with 80 funds opening new positions, 223 increasing their positions, 246 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
700
Holders Change
+16
Holders Change %
+2.34%
% of All Funds
12.1%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
80
Increased
223
Reduced
246
Closed
56
Calls
$15.1M
Puts
$7.53M
Net Calls
+$7.58M
Net Calls Change
-$2.13M

Top Buyers

1
Geode Capital Management
1
Geode Capital Management
Massachusetts
$403M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$146M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$312M
4
Bank of America
4
Bank of America
North Carolina
$1.43B
5
Axa
5
Axa
France
$25.2M

Top Sellers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$732M
2
ORIO
2
Old Republic International (ORI)
Illinois
$0
3
N
3
Natixis
France
$1.1M
4
BlackRock
4
BlackRock
New York
$1.58B
5
WCM
5
Wedge Capital Management
North Carolina
$240K
Name Holding Trade Value Shares
Change 		Shares
Change %
CI Investments Inc
76
CI Investments Inc
Ontario, Canada
$11.4M +$223K +3,090 +2%
Mitsubishi UFJ Trust & Banking
77
Mitsubishi UFJ Trust & Banking
Japan
$11.3M -$191K -2,651 -2%
Aviva
78
Aviva
United Kingdom
$11.2M +$5.15M +71,375 +85%
AWM
79
AE Wealth Management
Kansas
$11M -$2.25M -31,192 -17%
CM
80
Capital Management
Virginia
$10.5M -$5.14M -71,297 -33%
State of Wisconsin Investment Board
81
State of Wisconsin Investment Board
Wisconsin
$10.5M -$7.2M -99,785 -41%
MSV
82
MN Services Vermogensbeheer
Netherlands
$10.3M -$779K -10,800 -7%
State of New Jersey Common Pension Fund D
83
State of New Jersey Common Pension Fund D
New Jersey
$10.2M -$372K -5,162 -4%
Chevy Chase Trust
84
Chevy Chase Trust
Maryland
$10.2M -$27.4K -380 -0.3%
RJFSA
85
Raymond James Financial Services Advisors
Florida
$9.57M +$3.52M +48,750 +58%
CB
86
Commerce Bank
Missouri
$9.57M -$2.12M -29,434 -18%
Ohio Public Employees Retirement System (OPERS)
87
Ohio Public Employees Retirement System (OPERS)
Ohio
$8.93M -$52.2K -724 -0.6%
GIM
88
Goelzer Investment Management
Indiana
$8.5M +$158K +2,196 +2%
PAMS
89
Pictet Asset Management (Switzerland)
Switzerland
$8.46M -$396K -5,485 -4%
ANTB
90
AMG National Trust Bank
Colorado
$8.45M +$1.82M +25,263 +28%
Baird Financial Group
91
Baird Financial Group
Wisconsin
$8.04M -$374K -5,182 -4%
Squarepoint
92
Squarepoint
New York
$7.94M -$9M -124,754 -53%
Treasurer of the State of North Carolina
93
Treasurer of the State of North Carolina
North Carolina
$7.87M -$183K -2,540 -2%
Mercer Global Advisors
94
Mercer Global Advisors
Colorado
$7.82M +$7.37M +102,143 +1,653%
Asset Management One
95
Asset Management One
Japan
$7.78M -$144K -1,990 -2%
Jane Street
96
Jane Street
New York
$7.75M -$3.75M -51,921 -33%
Commonwealth Equity Services
97
Commonwealth Equity Services
Massachusetts
$7.65M +$2.81M +38,922 +58%
FAF
98
Fjarde Ap-fonden
Sweden
$7.61M – – –
DZ Bank
99
DZ Bank
Germany
$7.58M -$12.3M -170,000 -62%
CM
100
Churchill Management
California
$7.55M +$487K +6,752 +7%
2 3
4
5 6