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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 %
DTL
251
Dynamic Technology Lab
Singapore
$1.22M 18,960 +18,960 New
CCM
252
Community Capital Management
Florida
$1.19M 18,400 +1,400 +8%
SEC
253
Seven Eight Capital
New York
$1.18M 18,310 +3,800 +26%
OIA
254
OneDigital Investment Advisors
Kansas
$1.16M 17,992 -342 -2%
V
255
Veritable
Delaware
$1.15M 17,822 +2,353 +15%
DADC
256
D.A. Davidson & Co
Montana
$1.14M 17,747 -516 -3%
Janney Montgomery Scott
257
Janney Montgomery Scott
Pennsylvania
$1.14M 17,688 +1,851 +12%
SDIC
258
South Dakota Investment Council
South Dakota
$1.11M 17,287 – –
EWM
259
Empirical Wealth Management
Washington
$1.1M 17,042 -3,964 -19%
EFSCE
260
Enterprise Financial Services Corp (EFSC)
Missouri
$1.09M 16,858 +16,685 +9,645%
NMERB
261
New Mexico Educational Retirement Board
New Mexico
$1.07M 16,554 -400 -2%
Creative Planning
262
Creative Planning
Kansas
$1.06M 16,525 +1,118 +7%
Franklin Resources
263
Franklin Resources
California
$1.06M 16,525 +4,586 +38%
TC
264
Trilogy Capital
California
$1.03M 15,964 +53 +0.3%
UCFA
265
United Capital Financial Advisors
Texas
$1.03M 15,946 -5,769 -27%
ZIG
266
Zurich Insurance Group
Switzerland
$1.01M 15,700 – –
M&T Bank
267
M&T Bank
New York
$1.01M 15,646 +2,665 +21%
PA
268
PSI Advisors
Florida
$1M 15,527 – –
PAM
269
Panagora Asset Management
Massachusetts
$999K 15,519 – –
LSERS
270
Louisiana State Employees Retirement System
Louisiana
$998K 15,500 -300 -2%
FG
271
Foster Group
Iowa
$988K 15,341 +10 +0.1%
BFEC
272
Benjamin F. Edwards & Company
Missouri
$983K 15,270 -95 -0.6%
Daiwa Securities Group
273
Daiwa Securities Group
Japan
$976K 15,148 +559 +4%
PT
274
Plimoth Trust
Massachusetts
$963K 14,943 -80 -0.5%
CAPTRUST Financial Advisors
275
CAPTRUST Financial Advisors
North Carolina
$963K 14,953 +586 +4%
9 10
11
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