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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 %
SC
326
Savant Capital
Illinois
$533K 8,271 +287 +4%
WAM
327
World Asset Management
Michigan
$531K 8,247 -572 -6%
VPIM
328
Vanguard Personalized Indexing Management
California
$528K 8,205 -2,882 -26%
KA
329
Kintegral Advisory
New York
$527K 8,190 – –
OC
330
Oppenheimer & Co
New York
$524K 8,132 -559 -6%
GWM
331
Geneos Wealth Management
Colorado
$516K 7,870 +228 +3%
LNWWM
332
Laird Norton Wetherby Wealth Management
California
$515K 7,991 +200 +3%
DA
333
Denali Advisors
California
$515K 8,000 +2,600 +48%
DA
334
DCM Advisors
New York
$507K 7,867 +1,226 +18%
S
335
Seeyond
France
$505K 7,856 -466 -6%
WFM
336
Wolff Financial Management
Michigan
$503K 7,815 +7,815 New
SCM
337
Shelton Capital Management
Colorado
$501K 7,776 -4,000 -34%
CI
338
Cigna Investments
Connecticut
$500K 7,770 -206 -3%
PAMP
339
Polar Asset Management Partners
Ontario, Canada
$500K 7,763 +7,763 New
MYAM
340
Meiji Yasuda Asset Management
Japan
$496K 7,709 -1,598 -17%
UB
341
UMB Bank
Missouri
$495K 7,692 +300 +4%
HI
342
Harbour Investments
Wisconsin
$493K 7,648 +492 +7%
TCM
343
Teza Capital Management
Illinois
$493K 7,663 +7,663 New
IRF
344
IBM Retirement Fund
New York
$492K 7,643 +57 +0.8%
Simplex Trading
345
Simplex Trading
Illinois
$487K 7,673 +231 +3%
BMSSC
346
B. Metzler seel. Sohn & Co
Germany
$479K 7,443 -844 -10%
EAM
347
Erste Asset Management
Austria
$471K 7,200 – –
PAM
348
Palisade Asset Management
Minnesota
$467K 7,250 – –
GC
349
Gilbert & Cook
Iowa
$455K 7,058 -1,400 -17%
SM
350
Sciencast Management
New Jersey
$445K 6,717 +6,717 New
12 13
14
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