Principal Financial Group
705 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, 226 increasing their positions, 246 reducing their positions, and 56 closing their positions.
815% more call options, than puts
Call options by funds: $68.9M | Put options by funds: $7.53M
43% more first-time investments, than exits
New positions opened: 80 | Existing positions closed: 56
6% more capital invested
Capital invested by funds: $12.6B → $13.3B (+$754M)
2% more funds holding
Funds holding: 689 → 705 (+16)
0.49% less ownership
Funds ownership: 74.62% → 74.13% (-0.49%)
8% less repeat investments, than reductions
Existing positions increased: 226 | Existing positions reduced: 246
25% less funds holding in top 10
Funds holding in top 10: 4 → 3 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Geode Capital Management
Boston,
Massachusetts
|
+$47.1M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$27.6M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
+$25.6M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$25.2M |
| 5 |
Axa
Paris,
France
|
+$20.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
-$125M |
| 2 |
ORIO
Old Republic International (ORI)
Chicago,
Illinois
|
-$67.5M |
| 3 |
N
Natixis
Paris,
France
|
-$53.7M |
| 4 |
BlackRock
New York
|
-$45.7M |
| 5 |
WCM
Wedge Capital Management
Charlotte,
North Carolina
|
-$31.1M |
PFG Hedge Fund Activity: Q3 2022 in Review
705 of the 5,828 institutional investors tracked by Wall St. Rank reported a position in Principal Financial Group (PFG) for Q3 2022, worth a combined $13.3B — up 6% from $12.6B a quarter earlier.
Buyers outnumbered sellers: 80 funds opened new PFG positions and 56 closed out — a net gain of 24 holders — while 226 added to existing stakes and 246 trimmed.
The largest buyer was Geode Capital Management, adding an estimated $47.1M. The largest seller was Capital Research Global Investors, cutting an estimated $125M.
- 705 institutional investors held Principal Financial Group (PFG) as of Q3 2022, up from 689 in Q2 2022.
- Funds reported $13.3B of Principal Financial Group stock for Q3 2022, up 6% quarter-over-quarter.
- 80 funds opened new Principal Financial Group positions in Q3 2022 and 56 closed out, a net change of +24 holders.
- The largest Principal Financial Group buyer in Q3 2022 was Geode Capital Management, an estimated $47.1M added.
- The largest Principal Financial Group seller in Q3 2022 was Capital Research Global Investors, an estimated $125M sold.
Based on aggregated 13F filings for Q3 2022.