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

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
$732M
2
ORIO
Old Republic International (ORI)
Illinois
$0
3
N
Natixis
France
$1.1M
4
BlackRock
BlackRock
New York
$1.58B
5
WCM
Wedge Capital Management
North Carolina
$240K
Name Holding Trade Value Shares
Change 		Shares
Change %
Schroder Investment Management Group
151
Schroder Investment Management Group
United Kingdom
$3.92M -$408K -5,662 -9%
UA
152
Unison Advisors
District of Columbia
$3.91M +$36.9K +512 +1%
OPERF
153
Oregon Public Employees Retirement Fund
Oregon
$3.73M -$106K -1,464 -3%
II
154
IFM Investors
Australia
$3.6M – – –
Janus Henderson Group
155
Janus Henderson Group
United Kingdom
$3.6M -$2.82M -39,150 -44%
FCH
156
Freestone Capital Holdings
Washington
$3.54M -$360K -4,987 -9%
Public Sector Pension Investment Board (PSP Investments)
157
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$3.51M +$1.88M +26,100 +115%
Susquehanna International Group
158
Susquehanna International Group
Pennsylvania
$3.51M -$1.98M -27,481 -36%
DIA
159
Dean Investment Associates
Ohio
$3.48M +$68K +943 +2%
FRAF
160
Första AP-fonden
Sweden
$3.46M -$2.17M -30,100 -39%
American Century Companies
161
American Century Companies
Missouri
$3.41M +$324K +4,491 +11%
MLM
162
Mount Lucas Management
Pennsylvania
$3.4M -$41.1K -570 -1%
Comerica Bank
163
Comerica Bank
Texas
$3.39M -$1.48M -18,459 -30%
KWM
164
Kingsview Wealth Management
Oregon
$3.25M +$311K +4,317 +11%
URS
165
Utah Retirement Systems
Utah
$3.2M -$21.6K -300 -0.7%
CIBC Asset Management
166
CIBC Asset Management
Ontario, Canada
$3.19M +$914K +12,670 +40%
GIBU
167
Gulf International Bank (UK)
United Kingdom
$3.19M -$25.2K -350 -0.8%
AIM
168
Achmea Investment Management
Netherlands
$3.18M +$1.68M +23,222 +112%
ISB
169
Iowa State Bank
Iowa
$3.15M -$1.26M -17,411 -29%
ProShare Advisors
170
ProShare Advisors
Maryland
$3.13M -$849K -11,766 -21%
Voloridge Investment Management
171
Voloridge Investment Management
Florida
$3.02M +$3.02M +41,802 New
EI
172
EDMP Inc
Florida
$2.8M -$31K -430 -1%
TI
173
Trexquant Investment
Connecticut
$2.79M +$2.79M +38,646 New
CWM
174
CIBC World Markets
New York
$2.76M -$1.06M -14,639 -28%
MPM
175
Meritage Portfolio Management
Kansas
$2.75M +$147K +2,034 +6%
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