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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 %
RIM
376
Redpoint Investment Management
Australia
$323K – – –
EIM
377
Elliott Investment Management
Florida
$316K – – –
KFP
378
KMG Fiduciary Partners
Ohio
$303K +$54.2K +859 +22%
AF
379
Allworth Financial
California
$291K +$316 +5 +0.1%
VI
380
Vestcor Inc
New Brunswick, Canada
$289K -$11.4K -180 -4%
LB
381
Legacy Bridge
Iowa
$289K – – –
Mercer Global Advisors
382
Mercer Global Advisors
Colorado
$289K +$282K +4,474 +4,261%
SFO
383
Standard Family Office
South Dakota
$287K +$82.1K +1,300 +40%
IA
384
IndexIQ Advisors
New York
$284K +$7.02K +111 +3%
WA
385
Wealthstar Advisors
Texas
$277K +$277K +4,397 New
ASN
386
Advisory Services Network
Georgia
$274K +$274K +4,341 New
OTPPB
387
Ontario Teachers' Pension Plan Board
Ontario, Canada
$270K -$373K -5,907 -58%
WB
388
WesBanco Bank
West Virginia
$270K -$22.8K -361 -8%
LFA
389
Legacy Financial Advisors
Kentucky
$267K +$38.1K +602 +17%
JMF
390
Johnson Midwest Financial
Iowa
$262K +$568 +9 +0.2%
Brown Advisory
391
Brown Advisory
Maryland
$261K +$261K +4,141 New
FMII
392
Farmers & Merchants Investments Inc
Nebraska
$258K – – –
VAS
393
Vestmark Advisory Solutions
Massachusetts
$258K +$28.2K +446 +12%
DCM
394
Dupont Capital Management
Delaware
$255K +$6.56K +104 +3%
IPW
395
Inlet Private Wealth
Florida
$253K – – –
RG
396
Renaissance Group
Kentucky
$251K -$68K -1,076 -21%
BPA
397
Beacon Pointe Advisors
California
$249K +$249K +3,948 New
LPIC
398
LeJeune Puetz Investment Counsel
Michigan
$248K -$12.6K -200 -5%
CWP
399
Concord Wealth Partners
Virginia
$248K +$54K +854 +28%
ACS
400
Archford Capital Strategies
Illinois
$246K +$37.8K +597 +18%
14 15
16
17 18