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Principal Financial Group
PFG

Overview Fund Activity

684 hedge funds and large institutions have $12.5B invested in Principal Financial Group in 2022 Q2 according to their latest regulatory filings, with 67 funds opening new positions, 238 increasing their positions, 236 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
684
Holders Change
+4
Holders Change %
+0.59%
% of All Funds
11.57%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
67
Increased
238
Reduced
236
Closed
53
Calls
$17.3M
Puts
$7.59M
Net Calls
+$9.71M
Net Calls Change
+$440K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$1.3B
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$265M
3
Norges Bank
3
Norges Bank
Norway
$172M
4
N
4
Natixis
France
$51M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$110M

Top Sellers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$794M
2
Morgan Stanley
2
Morgan Stanley
New York
$200M
3
State Street
3
State Street
Massachusetts
$802M
4
BlackRock
4
BlackRock
New York
$1.5B
5
Goldman Sachs
5
Goldman Sachs
New York
$99.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAPTRUST Financial Advisors
201
CAPTRUST Financial Advisors
North Carolina
$2.01M -$1.01M -15,079 -33%
HF
202
HRT Financial
New York
$1.99M +$1.68M +25,224 +559%
SO
203
STRS Ohio
Ohio
$1.96M -$508K -7,604 -21%
GRP
204
Global Retirement Partners
California
$1.94M -$935 -14 -0%
NAM
205
Nissay Asset Management
Japan
$1.83M -$68.6K -1,027 -4%
HIMCH
206
Hartford Investment Management Co (HIMCO)
Connecticut
$1.76M -$30.5K -457 -2%
CM
207
Columbus Macro
Pennsylvania
$1.75M -$70.5K -1,055 -4%
ACM
208
AlphaCrest Capital Management
New York
$1.72M +$687K +10,291 +67%
WCBA
209
Weaver C. Barksdale & Associates
Tennessee
$1.71M +$103K +1,545 +6%
JPMPWA
210
J.P. Morgan Private Wealth Advisors
California
$1.7M +$20.8K +311 +1%
HWM
211
Hohimer Wealth Management
Washington
$1.68M – – –
CAN
212
Cetera Advisor Networks
California
$1.67M +$814K +12,195 +95%
KAS
213
Kestra Advisory Services
Texas
$1.63M +$706K +10,574 +76%
RC
214
RegentAtlantic Capital
New Jersey
$1.6M -$4.21K -63 -0.3%
Bank of Nova Scotia
215
Bank of Nova Scotia
Ontario, Canada
$1.56M -$645K -9,648 -29%
WBC
216
Westpac Banking Corp
Australia
$1.54M – – –
X
217
Xponance
Pennsylvania
$1.51M +$365K +5,470 +32%
Public Sector Pension Investment Board (PSP Investments)
218
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.51M -$793K -11,872 -34%
Stifel Financial
219
Stifel Financial
Missouri
$1.49M +$377K +5,646 +34%
National Bank of Canada
220
National Bank of Canada
Quebec, Canada
$1.47M -$3.94K -59 -0.3%
BL
221
Balentine LLC
Georgia
$1.46M +$520K +7,783 +55%
CC
222
Cypress Capital
Tennessee
$1.43M -$22.4K -335 -2%
FIM
223
Freedom Investment Management
Connecticut
$1.4M +$423K +6,335 +43%
GCA
224
Greenwood Capital Associates
South Carolina
$1.4M +$69.3K +1,037 +5%
Mariner
225
Mariner
Kansas
$1.4M +$208K +3,111 +18%
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