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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 %
WFM
351
Wolff Financial Management
Michigan
$469K – – –
NB
352
Norinchukin Bank
Japan
$469K +$17.1K +286 +4%
TI
353
Tidal Investments
Wisconsin
$469K +$469K +7,820 New
Man Group
354
Man Group
United Kingdom
$468K -$697K -11,609 -60%
LNWWM
355
Laird Norton Wetherby Wealth Management
California
$461K +$3.18K +53 +0.7%
UB
356
UMB Bank
Missouri
$458K -$14.9K -248 -3%
DA
357
DCM Advisors
New York
$457K +$457K +7,629 New
Marshall Wace
358
Marshall Wace
United Kingdom
$451K -$1.66M -27,724 -79%
SF
359
Synovus Financial
Georgia
$451K +$46.5K +778 +12%
BMSSC
360
B. Metzler seel. Sohn & Co
Germany
$446K -$349K -5,825 -44%
GCA
361
Greenwood Capital Associates
South Carolina
$443K +$443K +7,388 New
MWNA
362
Marshall Wace North America
New York
$438K -$3.69M -61,622 -89%
EAM
363
Erste Asset Management
Austria
$437K – – –
PAM
364
Palisade Asset Management
Minnesota
$435K – – –
HAG
365
HighPoint Advisor Group
Illinois
$434K +$3.72K +60 +0.9%
HI
366
Harbour Investments
Wisconsin
$433K +$433K +7,215 New
SEC
367
Seven Eight Capital
New York
$430K – – –
KRSITF
368
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$429K -$10.3K -172 -2%
SFS
369
Sowell Financial Services
Arkansas
$429K +$230K +3,452 +115%
Bessemer Group
370
Bessemer Group
New Jersey
$422K -$866K -14,440 -67%
CAN
371
Cetera Advisor Networks
California
$422K +$43.1K +718 +11%
SB
372
Sunflower Bank
Texas
$420K +$480 +8 +0.1%
NB
373
Nicolet Bankshares
Wisconsin
$410K -$54.2K -905 -12%
V
374
Veritable
Delaware
$409K +$132K +2,203 +48%
VVP
375
Venture Visionary Partners
Ohio
$409K +$409K +6,836 New
13 14
15
16 17