Principal Financial Group
689 hedge funds and large institutions have $12.6B invested in Principal Financial Group in 2022 Q2 according to their latest regulatory filings, with 67 funds opening new positions, 240 increasing their positions, 237 reducing their positions, and 54 closing their positions.
785% more call options, than puts
Call options by funds: $67.1M | Put options by funds: $7.59M
24% more first-time investments, than exits
New positions opened: 67 | Existing positions closed: 54
2.78% more ownership
Funds ownership: 71.85% → 74.62% (+2.8%)
1% more repeat investments, than reductions
Existing positions increased: 240 | Existing positions reduced: 237
0% more funds holding
Funds holding: 686 → 689 (+3)
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
9% less capital invested
Capital invested by funds: $13.8B → $12.6B (-$1.17B)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$383M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
+$129M |
| 3 |
Norges Bank
Oslo,
Norway
|
+$66M |
| 4 |
N
Natixis
Paris,
France
|
+$51.1M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$35.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
-$81.9M |
| 2 |
Morgan Stanley
New York
|
-$64.9M |
| 3 |
State Street
Boston,
Massachusetts
|
-$60.9M |
| 4 |
BlackRock
New York
|
-$53.7M |
| 5 |
Goldman Sachs
New York
|
-$37.5M |
PFG Hedge Fund Activity: Q2 2022 in Review
689 of the 5,959 institutional investors tracked by Wall St. Rank reported a position in Principal Financial Group (PFG) for Q2 2022, worth a combined $12.6B — down 8.5% from $13.8B a quarter earlier.
Buyers outnumbered sellers: 67 funds opened new PFG positions and 54 closed out — a net gain of 13 holders — while 240 added to existing stakes and 237 trimmed.
The largest buyer was Bank of America, adding an estimated $383M. The largest seller was Capital Research Global Investors, cutting an estimated $81.9M.
- 689 institutional investors held Principal Financial Group (PFG) as of Q2 2022, up from 686 in Q1 2022.
- Funds reported $12.6B of Principal Financial Group stock for Q2 2022, down 8.5% quarter-over-quarter.
- 67 funds opened new Principal Financial Group positions in Q2 2022 and 54 closed out, a net change of +13 holders.
- The largest Principal Financial Group buyer in Q2 2022 was Bank of America, an estimated $383M added.
- The largest Principal Financial Group seller in Q2 2022 was Capital Research Global Investors, an estimated $81.9M sold.
Based on aggregated 13F filings for Q2 2022.