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Principal Financial Group
PFG

Overview Fund Activity

609 hedge funds and large institutions have $12.2B invested in Principal Financial Group in 2021 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 234 increasing their positions, 189 reducing their positions, and 75 closing their positions.

Holders
609
Holders Change
-32
Holders Change %
-4.99%
% of All Funds
10.63%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
46
Increased
234
Reduced
189
Closed
75
Calls
$28M
Puts
$26.6M
Net Calls
+$1.38M
Net Calls Change
-$2.48M

Top Buyers

1
CS
1
Credit Suisse
Switzerland
$362M
2
Canada Pension Plan Investment Board
2
Canada Pension Plan Investment Board
Ontario, Canada
$112M
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$55.6M
4
Wells Fargo
4
Wells Fargo
California
$64.6M
5
Toronto Dominion Bank
5
Toronto Dominion Bank
Ontario, Canada
$87.6M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$25M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$122M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$246M
4
Retirement Systems of Alabama
4
Retirement Systems of Alabama
Alabama
$5.85M
5
MPI
5
Mairs & Power Inc
Minnesota
$113M
Name Market Value Shares Shares
Change 		Shares
Change %
IAA
326
Independent Advisor Alliance
North Carolina
$521K 8,243 -113 -1%
KA
327
Kintegral Advisory
New York
$518K 8,190 – –
CL
328
Choreo LLC
Illinois
$516K 8,164 +279 +4%
CI
329
Cigna Investments
Connecticut
$505K 7,976 -1,255 -14%
IA
330
IFP Advisors
Florida
$505K 8,055 +2,285 +40%
SC
331
Savant Capital
Illinois
$504K 7,984 +34 +0.4%
B
332
BP
United Kingdom
$498K 7,889 -3,282 -29%
GAM
333
Gotham Asset Management
New York
$492K 7,787 -6,752 -46%
LNWWM
334
Laird Norton Wetherby Wealth Management
California
$492K 7,791 +104 +1%
NB
335
Norinchukin Bank
Japan
$487K 7,709 -117 -1%
GWM
336
Geneos Wealth Management
Colorado
$483K 7,642 -460 -6%
SF
337
Synovus Financial
Georgia
$482K 7,646 +107 +1%
IRF
338
IBM Retirement Fund
New York
$479K 7,586 -1,694 -18%
HAG
339
HighPoint Advisor Group
Illinois
$477K 7,549 +543 +8%
Simplex Trading
340
Simplex Trading
Illinois
$470K 7,442 -975 -12%
UB
341
UMB Bank
Missouri
$467K 7,392 -240 -3%
LOAMS
342
Lombard Odier Asset Management (Switzerland)
Switzerland
$459K 7,271 +1,837 +34%
PAM
343
Palisade Asset Management
Minnesota
$458K 7,250 – –
EAM
344
Erste Asset Management
Austria
$453K 7,200 – –
HI
345
Harbour Investments
Wisconsin
$452K 7,156 -59 -0.8%
VVP
346
Venture Visionary Partners
Ohio
$450K 7,135 +299 +4%
Verition Fund Management
347
Verition Fund Management
Connecticut
$443K 7,012 -7,253 -51%
PP
348
Paloma Partners
Connecticut
$431K 6,831 -32,792 -83%
NB
349
Nicolet Bankshares
Wisconsin
$428K 6,768 -75 -1%
DA
350
DCM Advisors
New York
$420K 6,641 -988 -13%
12 13
14
15 16