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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 %
MOACM
201
Mutual of America Capital Management
New York
$2.32M +$3.25K +45 +0.1%
HW
202
Hancock Whitney
Mississippi
$2.31M -$22.1K -306 -0.9%
Cetera Investment Advisers
203
Cetera Investment Advisers
Illinois
$2.3M -$113K -1,563 -5%
LS
204
Livforsakringsbolaget Skandia
Sweden
$2.29M -$937K -13,000 -29%
US Bancorp
205
US Bancorp
Minnesota
$2.24M -$542K -7,513 -20%
Mackenzie Financial
206
Mackenzie Financial
Ontario, Canada
$2.19M -$118K -1,629 -5%
KAS
207
Kestra Advisory Services
Texas
$2.18M +$421K +5,841 +24%
PAG
208
Private Advisor Group
New Jersey
$2.17M -$379K -5,259 -15%
EI
209
Ethic Inc
New York
$2.14M -$375K -5,200 -15%
VIA
210
Vident Investment Advisory
Georgia
$2.14M -$2.17M -31,585 -50%
AAF
211
Andra AP-fonden
Sweden
$2.11M -$2.36M -32,700 -53%
Truist Financial
212
Truist Financial
North Carolina
$2.1M +$806K +11,171 +62%
JF
213
Jump Financial
Illinois
$2M +$1.76M +24,376 +731%
NAM
214
Nissay Asset Management
Japan
$1.99M +$10.2K +142 +0.5%
CNB
215
Czech National Bank
Czech Republic
$1.94M +$1.94M +26,913 New
EFI
216
EHP Funds Inc
Canada
$1.93M +$1.93M +26,760 New
AG
217
Ascent Group
Virginia
$1.88M +$261K +2,959 +16%
PAS
218
Park Avenue Securities
New York
$1.87M +$783K +10,861 +72%
X
219
Xponance
Pennsylvania
$1.87M +$236K +3,277 +14%
CM
220
Columbus Macro
Pennsylvania
$1.82M -$65.6K -909 -3%
CIBC World Market
221
CIBC World Market
Ontario, Canada
$1.82M +$463K +6,415 +34%
HWM
222
Hohimer Wealth Management
Washington
$1.81M – – –
BCIM
223
British Columbia Investment Management
British Columbia, Canada
$1.8M -$400K -5,545 -18%
WCBA
224
Weaver C. Barksdale & Associates
Tennessee
$1.78M -$64.2K -890 -3%
OTPPB
225
Ontario Teachers' Pension Plan Board
Ontario, Canada
$1.76M +$357K +4,946 +25%
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