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Principal Financial Group
PFG

783 hedge funds and large institutions have $15.2B invested in Principal Financial Group in 2022 Q4 according to their latest regulatory filings, with 137 funds opening new positions, 274 increasing their positions, 235 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

191% more first-time investments, than exits

New positions opened: 137 | Existing positions closed: 47

93% more call options, than puts

Call options by funds: $20.7M | Put options by funds: $10.7M

33% more funds holding in top 10

Funds holding in top 10: 3 → 4 (+1)

17% more repeat investments, than reductions

Existing positions increased: 274 | Existing positions reduced: 235

14% more capital invested

Capital invested by funds: $13.3B → $15.2B (+$1.85B)

11% more funds holding

Funds holding: 705 → 783 (+78)

1.33% more ownership

Funds ownership: 74.14% → 75.48% (+1.3%)

Holders
783
Holders Change
+78
Holders Change %
+11.06%
% of All Funds
12.59%
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
274
Reduced
235
Closed
47
Calls
$20.7M
Puts
$10.7M
Net Calls
+$9.97M
Net Calls Change
+$2.39M

Top Buyers

1
First Trust Advisors
First Trust Advisors
Illinois
+$193M
2
Morgan Stanley
Morgan Stanley
New York
+$156M
3
BlackRock
BlackRock
New York
+$142M
4
Goldman Sachs
Goldman Sachs
New York
+$38.9M
5
CS
Credit Suisse
Switzerland
+$37.2M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$256M
2
Capital Research Global Investors
Capital Research Global Investors
California
-$142M
3
Norges Bank
Norges Bank
Norway
-$131M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$111M
5
Ameriprise
Ameriprise
Minnesota
-$54.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
Korea Investment Corp
76
Korea Investment Corp
South Korea
$14.4M +$6.44M +75,061 +78%
Manulife (Manufacturers Life Insurance)
77
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$14.1M -$880K -10,263 -6%
OSAM
78
O'Shaughnessy Asset Management
Connecticut
$13.3M +$10.8M +125,956 +383%
A
79
AustralianSuper
Australia
$12.7M +$13M +151,017 New
SLAM
80
Swiss Life Asset Management
$12.6M -$1.12M -13,039 -8%
Russell Investments Group
81
Russell Investments Group
United Kingdom
$12.1M -$1.39M -16,237 -10%
Man Group
82
Man Group
United Kingdom
$12.1M +$12.3M +143,920 New
State of New Jersey Common Pension Fund D
83
State of New Jersey Common Pension Fund D
New Jersey
$11.9M – – –
Osaic Holdings
84
Osaic Holdings
Arizona
$11.5M +$3.29M +38,349 +39%
State of Wisconsin Investment Board
85
State of Wisconsin Investment Board
Wisconsin
$11.2M -$1M -11,703 -8%
Chevy Chase Trust
86
Chevy Chase Trust
Maryland
$11M -$914K -10,655 -8%
PAMS
87
Pictet Asset Management (Switzerland)
Switzerland
$10.9M +$1.1M +12,827 +11%
Squarepoint
88
Squarepoint
New York
$10.8M +$1.58M +18,415 +17%
Mercer Global Advisors
89
Mercer Global Advisors
Colorado
$10.7M +$1.69M +19,660 +18%
MSV
90
MN Services Vermogensbeheer
Netherlands
$10.5M -$1.55M -18,100 -13%
Ohio Public Employees Retirement System (OPERS)
91
Ohio Public Employees Retirement System (OPERS)
Ohio
$10.4M +$29.3K +342 +0.3%
Toronto Dominion Bank
92
Toronto Dominion Bank
Ontario, Canada
$10.1M +$1.53M +17,780 +17%
SIS
93
Sound Income Strategies
Florida
$10.1M -$4.47M -52,138 -30%
CB
94
Commerce Bank
Missouri
$10.1M -$1.06M -12,405 -9%
GIM
95
Goelzer Investment Management
Indiana
$10M +$148K +1,724 +1%
AIM
96
Achmea Investment Management
Netherlands
$9.94M +$7.07M +82,371 +187%
RJFSA
97
Raymond James Financial Services Advisors
Florida
$9.84M -$1.32M -15,370 -12%
CIM
98
Cambria Investment Management
California
$9.82M +$1.86M +21,716 +23%
CM
99
Capital Management
Virginia
$9.77M -$2.49M -29,070 -20%
FAF
100
Fjarde Ap-fonden
Sweden
$9.58M +$25.7K +300 +0.3%
2 3
4
5 6

PFG Hedge Fund Activity: Q4 2022 in Review

783 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Principal Financial Group (PFG) for Q4 2022, worth a combined $15.2B — up 14% from $13.3B a quarter earlier.

Buyers outnumbered sellers: 137 funds opened new PFG positions and 47 closed out — a net gain of 90 holders — while 274 added to existing stakes and 235 trimmed.

The largest buyer was First Trust Advisors, adding an estimated $193M. The largest seller was Bank of America, cutting an estimated $256M.

  • 783 institutional investors held Principal Financial Group (PFG) as of Q4 2022, up from 705 in Q3 2022.
  • Funds reported $15.2B of Principal Financial Group stock for Q4 2022, up 14% quarter-over-quarter.
  • 137 funds opened new Principal Financial Group positions in Q4 2022 and 47 closed out, a net change of +90 holders.
  • The largest Principal Financial Group buyer in Q4 2022 was First Trust Advisors, an estimated $193M added.
  • The largest Principal Financial Group seller in Q4 2022 was Bank of America, an estimated $256M sold.

Based on aggregated 13F filings for Q4 2022.