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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 %
YCM
176
Yousif Capital Management
Michigan
$2.74M -$88.7K -1,229 -3%
AAM
177
Advisors Asset Management
Colorado
$2.72M +$111K +1,535 +4%
WAM
178
Weiss Asset Management
Massachusetts
$2.71M +$2.71M +37,525 New
CS
179
Candriam SCA
Luxembourg
$2.67M +$1.5M +20,793 +128%
SOADOR
180
State of Alaska Department of Revenue
Alaska
$2.67M -$164K -2,280 -6%
NYLIM
181
New York Life Investment Management
New York
$2.67M -$147K -2,037 -5%
D.E. Shaw & Co
182
D.E. Shaw & Co
New York
$2.66M -$3.34M -46,313 -56%
Franklin Resources
183
Franklin Resources
California
$2.66M +$1.41M +19,507 +112%
BA
184
Bridgewater Associates
Connecticut
$2.64M +$1.19M +16,506 +82%
Teacher Retirement System of Texas
185
Teacher Retirement System of Texas
Texas
$2.6M -$280K -3,875 -10%
APF
186
Alaska Permanent Fund
Alaska
$2.58M – – –
CAPTRUST Financial Advisors
187
CAPTRUST Financial Advisors
North Carolina
$2.56M +$386K +5,351 +18%
JPMPWA
188
J.P. Morgan Private Wealth Advisors
California
$2.55M +$712K +9,874 +39%
HighTower Advisors
189
HighTower Advisors
Illinois
$2.54M -$35.7K -494 -1%
APP
190
Avantax Planning Partners
Iowa
$2.5M -$139K -1,920 -5%
DWM
191
Dakota Wealth Management
Florida
$2.48M -$103K -1,425 -4%
COPPSERS
192
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$2.45M -$22.4K -311 -0.9%
WAM
193
Wakefield Asset Management
Colorado
$2.41M +$2.41M +33,460 New
SFI
194
Siemens Fonds Invest
Germany
$2.41M +$62.9K +872 +3%
LS
195
Leelyn Smith
Illinois
$2.38M +$66.7K +925 +3%
OSAM
196
O'Shaughnessy Asset Management
Connecticut
$2.37M +$1.57M +21,740 +195%
TPSF
197
Texas Permanent School Fund
Texas
$2.37M +$127K +1,758 +6%
Public Employees Retirement Association of Colorado
198
Public Employees Retirement Association of Colorado
Colorado
$2.36M – – –
DILIC
199
Dai-ichi Life Insurance Company
Japan
$2.33M – – –
AC
200
Arjuna Capital
North Carolina
$2.32M -$829K -11,493 -26%
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