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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 %
LIA
326
LS Investment Advisors
Michigan
$577K -$131K -2,192 -19%
Truist Financial
327
Truist Financial
North Carolina
$575K +$20.3K +338 +4%
IRF
328
IBM Retirement Fund
New York
$556K -$45.6K -761 -8%
CI
329
Cigna Investments
Connecticut
$553K +$17.3K +289 +3%
MCP
330
Martin Capital Partners
Oregon
$547K +$91.3K +1,521 +20%
IMRF
331
Illinois Municipal Retirement Fund
Illinois
$532K – – –
S
332
Seeyond
France
$531K +$12.5K +208 +2%
Acadian Asset Management
333
Acadian Asset Management
Massachusetts
$530K -$184K -3,070 -26%
SPIA
334
Steward Partners Investment Advisory
New York
$519K – – –
ECM
335
ExodusPoint Capital Management
New York
$518K -$1.02M -17,039 -66%
GWM
336
Geneos Wealth Management
Colorado
$517K -$5.74K -90 -1%
CAM
337
Carret Asset Management
New York
$510K – – –
GC
338
Gilbert & Cook
Iowa
$504K – – –
Simplex Trading
339
Simplex Trading
Illinois
$504K +$504K +8,417 New
AIM
340
Acropolis Investment Management
Missouri
$502K +$310K +5,169 +162%
IAA
341
Independent Advisor Alliance
North Carolina
$501K +$13.9K +232 +3%
RIG
342
Roosevelt Investment Group
New York
$499K +$88.5K +1,476 +22%
KA
343
Kintegral Advisory
New York
$491K – – –
XT
344
XTX Topco
Cayman Islands
$490K +$490K +8,177 New
SC
345
Savant Capital
Illinois
$477K +$3.78K +63 +0.8%
NA
346
NewEdge Advisors
Louisiana
$477K +$477K +7,948 New
MYAM
347
Meiji Yasuda Asset Management
Japan
$477K +$477K +7,957 New
ESCM
348
Echo Street Capital Management
New York
$474K +$474K +7,913 New
CL
349
Choreo LLC
Illinois
$473K +$7.86K +131 +2%
MME
350
Meag Munich Ergo
Germany
$472K +$472K +7,876 New
12 13
14
15 16