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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.

New
Increased
Maintained
Reduced
Closed
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 Holding Trade Value Shares
Change 		Shares
Change %
JIC
376
Johnson Investment Counsel
Ohio
$341K +$122K +1,890 +56%
CCP
377
Corient Capital Partners
California
$339K -$28.1K -437 -8%
BSW
378
Buckingham Strategic Wealth
Missouri
$339K +$88.7K +1,377 +35%
RIM
379
Redpoint Investment Management
Australia
$329K – – –
EIM
380
Elliott Investment Management
Florida
$322K – – –
Mercer Global Advisors
381
Mercer Global Advisors
Colorado
$317K +$21.6K +334 +7%
Squarepoint
382
Squarepoint
New York
$314K +$77.6K +1,204 +33%
Vontobel Holding
383
Vontobel Holding
Switzerland
$305K +$59.5K +924 +24%
CA
384
Cetera Advisors
Colorado
$303K +$96.4K +1,495 +47%
IA
385
IndexIQ Advisors
New York
$302K +$13.1K +203 +5%
LB
386
Legacy Bridge
Iowa
$294K – – –
EHWM
387
Eads & Heald Wealth Management
Georgia
$294K +$81.2K +1,260 +38%
BPA
388
Beacon Pointe Advisors
California
$293K +$38.7K +600 +15%
HH
389
Hilltop Holdings
Texas
$286K +$286K +4,444 New
QI
390
Qtron Investments
Massachusetts
$284K -$475K -7,383 -63%
William Blair & Company
391
William Blair & Company
Illinois
$281K +$53.1K +824 +23%
LFA
392
Legacy Financial Advisors
Kentucky
$277K +$5.34K +83 +2%
WB
393
WesBanco Bank
West Virginia
$276K – – –
FWP
394
FAS Wealth Partners
Kansas
$276K +$276K +4,289 New
AF
395
Allworth Financial
California
$270K -$27.1K -420 -9%
ESCM
396
Echo Street Capital Management
New York
$270K +$270K +4,195 New
JMF
397
Johnson Midwest Financial
Iowa
$268K +$516 +8 +0.2%
EI
398
Ellevest Inc
New York
$263K +$40.5K +629 +18%
FMII
399
Farmers & Merchants Investments Inc
Nebraska
$261K -$2.26K -35 -0.9%
VAS
400
Vestmark Advisory Solutions
Massachusetts
$260K -$2.83K -44 -1%
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16
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