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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 %
JSL
376
JT Stratford LLC
Georgia
$401K +$10.1K +168 +3%
Group One Trading
377
Group One Trading
Illinois
$393K +$393K +6,562 New
WPW
378
Waldron Private Wealth
Pennsylvania
$392K – – –
CIA
379
Capital Investment Advisors
Georgia
$390K +$41.5K +692 +12%
Carson Wealth (CWM LLC)
380
Carson Wealth (CWM LLC)
Nebraska
$380K – – –
AA
381
AlphaCentric Advisors
Puerto Rico
$377K -$4.26K -71 -1%
SP
382
Symmetry Partners
Connecticut
$377K -$2.34K -39 -0.6%
CCP
383
Corient Capital Partners
California
$370K +$2.16K +36 +0.6%
MAG
384
Mokosak Advisory Group
Iowa
$370K +$3.29K +55 +0.9%
MF
385
Magnetar Financial
Illinois
$366K +$366K +6,097 New
GT
386
Greenleaf Trust
Michigan
$358K +$25.7K +429 +8%
NICM
387
Neo Ivy Capital Management
New York
$356K +$172K +2,871 +93%
WANY
388
Wealthspire Advisors (New York)
New York
$352K +$44.9K +748 +15%
IA
389
IFP Advisors
Florida
$345K -$47.8K -800 -12%
BBVA
390
Banco Bilbao Vizcaya Argentaria
Spain
$338K +$3K +50 +0.9%
OC
391
Oppenheimer & Co
New York
$332K +$49.7K +829 +18%
AQR Capital Management
392
AQR Capital Management
Connecticut
$329K -$10.4K -173 -3%
WS
393
Wedbush Securities
California
$329K +$82.9K +1,381 +34%
LOAMS
394
Lombard Odier Asset Management (Switzerland)
Switzerland
$326K +$326K +5,434 New
Parallax Volatility Advisers
395
Parallax Volatility Advisers
California
$325K +$325K +5,424 New
Fifth Third Bancorp
396
Fifth Third Bancorp
Ohio
$321K +$23.8K +397 +8%
O
397
Ossiam
France
$319K -$1.03M -17,185 -76%
BCV
398
Banque Cantonale Vaudoise
Switzerland
$315K -$95.9K -1,600 -23%
CAMG
399
CWA Asset Management Group
Florida
$314K -$6.01K -100 -2%
RIM
400
Redpoint Investment Management
Australia
$307K +$307K +5,112 New
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