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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.

New
Increased
Maintained
Reduced
Closed
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 Holding Trade Value Shares
Change 		Shares
Change %
RIG
351
Roosevelt Investment Group
New York
$417K -$109K -1,724 -21%
JSL
352
JT Stratford LLC
Georgia
$417K -$4.8K -76 -1%
CIA
353
Capital Investment Advisors
Georgia
$417K +$5.69K +90 +1%
KRSITF
354
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$416K -$36.2K -573 -8%
MAG
355
Mokosak Advisory Group
Iowa
$415K +$25.9K +411 +7%
BMC
356
Benin Management Corp
Connecticut
$411K -$367K -5,800 -47%
MS
357
Maven Securities
Jersey
$400K +$400K +6,329 New
B
358
Barings
North Carolina
$400K +$400K +6,334 New
GT
359
Greenleaf Trust
Michigan
$399K +$21.5K +340 +6%
SB
360
Sunflower Bank
Texas
$398K -$44.7K -707 -10%
SP
361
Symmetry Partners
Connecticut
$397K – – –
BMCM
362
Burns Matteson Capital Management
New York
$393K +$393K +6,224 New
BBVA
363
Banco Bilbao Vizcaya Argentaria
Spain
$385K +$28.9K +457 +8%
Carson Wealth (CWM LLC)
364
Carson Wealth (CWM LLC)
Nebraska
$380K – – –
PG
365
Pendal Group
Australia
$379K +$379K +6,003 New
MFS
366
Mirabella Financial Services
United Kingdom
$376K +$376K +5,945 New
SCA
367
Stonebridge Capital Advisors
Minnesota
$375K +$124K +2,022 +49%
CCP
368
Corient Capital Partners
California
$360K -$29.2K -463 -8%
WS
369
Wedbush Securities
California
$346K +$252 +4 +0.1%
CAMG
370
CWA Asset Management Group
Florida
$342K +$9.97K +157 +3%
DA
371
Denali Advisors
California
$341K -$890K -14,100 -72%
TRCT
372
Tower Research Capital (TRC)
New York
$337K -$2.38M -37,551 -88%
Fifth Third Bancorp
373
Fifth Third Bancorp
Ohio
$336K -$2.21K -35 -0.7%
AWA
374
Arete Wealth Advisors
Illinois
$336K +$30.8K +488 +10%
WPW
375
Waldron Private Wealth
Pennsylvania
$335K -$77.1K -1,223 -19%
13 14
15
16 17