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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 %
Cetera Investment Advisers
201
Cetera Investment Advisers
Illinois
$2.4M 32,748 -538 -2%
Public Employees Retirement Association of Colorado
202
Public Employees Retirement Association of Colorado
Colorado
$2.4M 32,668 – –
SFI
203
Siemens Fonds Invest
Germany
$2.39M 32,589 +779 +2%
COPPSERS
204
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$2.39M 32,506 +1,564 +5%
MOACM
205
Mutual of America Capital Management
New York
$2.38M 32,423 -132 -0.4%
HW
206
Hancock Whitney
Mississippi
$2.37M 32,256 -7,678 -19%
EI
207
Ethic Inc
New York
$2.33M 31,681 +3,583 +13%
TPSF
208
Texas Permanent School Fund
Texas
$2.31M 31,512 -2,491 -7%
LS
209
Leelyn Smith
Illinois
$2.24M 30,546 +927 +3%
PHK
210
Point72 Hong Kong
Hong Kong
$2.22M 30,261 +17,103 +130%
SMDAM
211
Sumitomo Mitsui DS Asset Management
Japan
$2.18M 29,672 +12,997 +78%
NAM
212
Nissay Asset Management
Japan
$2.09M 28,398 +271 +1%
BA
213
Bridgewater Associates
Connecticut
$2.08M 28,260 -18,917 -40%
GRP
214
Global Retirement Partners
California
$2.04M 28,991 +28,991 New
CM
215
Columbus Macro
Pennsylvania
$2M 27,192 +177 +0.7%
HIMCH
216
Hartford Investment Management Co (HIMCO)
Connecticut
$1.97M 26,819 -2,052 -7%
OAM
217
Oppenheimer Asset Management
New York
$1.94M 26,365 -334 -1%
Mackenzie Financial
218
Mackenzie Financial
Ontario, Canada
$1.92M 26,163 +2,417 +10%
PI
219
PGGM Investments
Netherlands
$1.87M 25,853 – –
CIBC Asset Management
220
CIBC Asset Management
Ontario, Canada
$1.85M 25,225 +155 +0.6%
HWM
221
Hohimer Wealth Management
Washington
$1.85M 25,148 -250 -1%
JPMPWA
222
J.P. Morgan Private Wealth Advisors
California
$1.84M 25,109 -923 -4%
1832 Asset Management
223
1832 Asset Management
Ontario, Canada
$1.81M 25,036 +25,036 New
WCBA
224
Weaver C. Barksdale & Associates
Tennessee
$1.76M 23,978 +326 +1%
RC
225
RegentAtlantic Capital
New Jersey
$1.76M 23,957 -31,129 -57%
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