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Principal Financial Group
PFG

Overview Fund Activity

641 hedge funds and large institutions have $11.4B invested in Principal Financial Group in 2021 Q1 according to their latest regulatory filings, with 92 funds opening new positions, 202 increasing their positions, 212 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
641
Holders Change
+26
Holders Change %
+4.23%
% of All Funds
11.29%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
92
Increased
202
Reduced
212
Closed
61
Calls
$27.7M
Puts
$23.9M
Net Calls
+$3.86M
Net Calls Change
-$1K

Top Buyers

1
CI
1
Cambiar Investors
Colorado
$45M
2
Toronto Dominion Bank
2
Toronto Dominion Bank
Ontario, Canada
$49.9M
3
State Street
3
State Street
Massachusetts
$766M
4
PCM
4
Prana Capital Management
Connecticut
$38M
5
SSA
5
Schonfeld Strategic Advisors
New York
$35.1M

Top Sellers

1
CS
1
Credit Suisse
Switzerland
$190M
2
MPI
2
Mairs & Power Inc
Minnesota
$134M
3
PP
3
Prudential plc
United Kingdom
$10.8M
4
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$103M
5
CSS
5
Cubist Systematic Strategies
Connecticut
$3.08M
Name Holding Trade Value Shares
Change 		Shares
Change %
EOJOAM
276
E. Ohman J:or Asset Management
Sweden
$929K +$228K +3,800 +32%
Pacer Advisors
277
Pacer Advisors
Pennsylvania
$922K -$34.2K -570 -4%
TC
278
Trilogy Capital
California
$911K +$33.8K +563 +4%
BFEC
279
Benjamin F. Edwards & Company
Missouri
$908K -$66.1K -1,102 -7%
AB
280
Amalgamated Bank
New York
$876K -$33.7K -563 -4%
GAM
281
Gotham Asset Management
New York
$872K +$872K +14,539 New
Nordea Investment Management
282
Nordea Investment Management
Sweden
$865K -$12.5M -205,477 -94%
Legacy Financial Group (Iowa)
283
Legacy Financial Group (Iowa)
Iowa
$863K -$148K -2,463 -15%
Neuberger Berman Group
284
Neuberger Berman Group
New York
$855K +$119K +2,162 +16%
Verition Fund Management
285
Verition Fund Management
Connecticut
$855K +$855K +14,265 New
SG Americas Securities
286
SG Americas Securities
New York
$837K -$2.36M -39,336 -74%
Daiwa Securities Group
287
Daiwa Securities Group
Japan
$836K +$23.4K +390 +3%
ST
288
Sageworth Trust
Pennsylvania
$834K +$834K +13,904 New
CAPTRUST Financial Advisors
289
CAPTRUST Financial Advisors
North Carolina
$830K +$291K +4,855 +54%
Mackenzie Financial
290
Mackenzie Financial
Ontario, Canada
$819K +$153K +2,547 +23%
VIA
291
Vident Investment Advisory
Georgia
$810K +$95.5K +1,594 +13%
IA
292
IFG Advisory
Georgia
$790K -$120K -2,000 -13%
M&T Bank
293
M&T Bank
New York
$777K -$7.13K -119 -0.9%
LMAM
294
Legg Mason Asset Management
Japan
$745K -$70.2K -1,170 -9%
Franklin Resources
295
Franklin Resources
California
$740K -$309K -5,166 -29%
BMC
296
Benin Management Corp
Connecticut
$738K -$18K -300 -2%
KAS
297
Kestra Advisory Services
Texas
$731K +$45.5K +760 +7%
EI
298
Ethic Inc
New York
$731K +$375K +6,249 +105%
AP
299
Advisor Partners
California
$729K -$8.63K -144 -1%
SCM
300
Shelton Capital Management
Colorado
$706K +$706K +11,776 New
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