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Principal Financial Group
PFG

Overview Fund Activity

617 hedge funds and large institutions have $12.5B invested in Principal Financial Group in 2021 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 205 increasing their positions, 221 reducing their positions, and 35 closing their positions.

Holders
617
Holders Change
+8
Holders Change %
+1.31%
% of All Funds
10.84%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
50
Increased
205
Reduced
221
Closed
35
Calls
$20.9M
Puts
$34.5M
Net Calls
-$13.6M
Net Calls Change
-$15M

Top Buyers

1
Barclays
1
Barclays
United Kingdom
$172M
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$308M
3
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$165M
4
Canada Pension Plan Investment Board
4
Canada Pension Plan Investment Board
Ontario, Canada
$153M
5
Goldman Sachs
5
Goldman Sachs
New York
$141M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$15.3M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$132M
3
APG Asset Management
3
APG Asset Management
Netherlands
$2.19M
4
Millennium Management
4
Millennium Management
New York
$13.9M
5
Nomura Holdings
5
Nomura Holdings
Japan
$23.9M
Name Market Value Shares Shares
Change 		Shares
Change %
Mirae Asset Global Investments
226
Mirae Asset Global Investments
South Korea
$1.68M 26,036 +1,880 +8%
PI
227
PGGM Investments
Netherlands
$1.67M 25,853 +22,995 +805%
HWM
228
Hohimer Wealth Management
Washington
$1.64M 25,419 – –
MA
229
Montag & Associates
Georgia
$1.59M 24,662 -500 -2%
Mackenzie Financial
230
Mackenzie Financial
Ontario, Canada
$1.56M 24,207 +5,128 +27%
CIBC Asset Management
231
CIBC Asset Management
Ontario, Canada
$1.56M 24,160 +540 +2%
PP
232
Paloma Partners
Connecticut
$1.53M 23,711 +16,880 +247%
JPMPWA
233
J.P. Morgan Private Wealth Advisors
California
$1.5M 23,255 +5,137 +28%
WBC
234
Westpac Banking Corp
Australia
$1.46M 22,728 -1,945 -8%
IG
235
ING Group
Netherlands
$1.45M 22,473 +179 +0.8%
American Century Companies
236
American Century Companies
Missouri
$1.43M 22,209 -4,702 -17%
ECM
237
ExodusPoint Capital Management
New York
$1.42M 22,109 +22,109 New
TCM
238
Twin Capital Management
Pennsylvania
$1.42M 21,985 -3,400 -13%
CC
239
Cypress Capital
Tennessee
$1.41M 21,848 +21,848 New
VIA
240
Vident Investment Advisory
Georgia
$1.39M 21,587 +1,790 +9%
MSRPS
241
Maryland State Retirement & Pension System
Maryland
$1.36M 20,776 – –
ACM
242
AlphaCrest Capital Management
New York
$1.36M 21,051 -5,305 -20%
AIM
243
Achmea Investment Management
Netherlands
$1.34M 20,796 +504 +2%
SAM
244
Securian Asset Management
Minnesota
$1.34M 20,753 -534 -3%
BC
245
Burney Company
Virginia
$1.32M 20,557 -797 -4%
MCM
246
Mork Capital Management
California
$1.32M 20,500 – –
TRSOTSOK
247
Teachers Retirement System of the State of Kentucky
Kentucky
$1.27M 19,750 – –
EI
248
Ethic Inc
New York
$1.27M 19,647 +2,662 +16%
RT
249
Rockland Trust
Massachusetts
$1.25M 19,343 -22 -0.1%
EMPI
250
Elo Mutual Pension Insurance
Finland
$1.24M 19,298 – –
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