PFG icon

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 %
RG
401
Renaissance Group
Kentucky
$303K – – –
OIA
402
OneDigital Investment Advisors
Kansas
$302K +$6.9K +115 +2%
EIM
403
Elliott Investment Management
Florida
$300K +$300K +5,000 New
CBT
404
Capital Bank & Trust
California
$292K – – –
FM
405
Foster & Motley
Ohio
$291K -$129K -2,148 -31%
AWA
406
Arete Wealth Advisors
Illinois
$290K +$290K +4,832 New
VPIM
407
Vanguard Personalized Indexing Management
California
$287K +$287K +4,779 New
VI
408
Vestcor Inc
New Brunswick, Canada
$285K -$6.83K -114 -2%
WB
409
WesBanco Bank
West Virginia
$278K +$278K +4,644 New
AF
410
Allworth Financial
California
$276K +$78.3K +1,305 +40%
QI
411
Qtron Investments
Massachusetts
$275K – – –
LB
412
Legacy Bridge
Iowa
$274K – – –
WC
413
Wexford Capital
Florida
$270K +$270K +4,500 New
PWS
414
Precision Wealth Strategies
Missouri
$269K +$269K +4,493 New
IA
415
IndexIQ Advisors
New York
$263K +$33.2K +554 +14%
Vontobel Holding
416
Vontobel Holding
Switzerland
$254K – – –
JMF
417
Johnson Midwest Financial
Iowa
$248K -$42.7K -713 -15%
SCA
418
Stonebridge Capital Advisors
Minnesota
$247K -$28.7K -478 -10%
LPIC
419
LeJeune Puetz Investment Counsel
Michigan
$247K – – –
FMII
420
Farmers & Merchants Investments Inc
Nebraska
$245K – – –
TSS
421
Two Sigma Securities
New York
$241K +$241K +4,021 New
IPW
422
Inlet Private Wealth
Florida
$240K +$240K +4,000 New
FTDI
423
First Trust Direct Indexing
Massachusetts
$238K +$32.3K +538 +16%
FP
424
Financial Perspectives
Minnesota
$238K +$234K +14,032 +5,896%
DCM
425
Dupont Capital Management
Delaware
$236K -$72.5K -1,210 -24%
15 16
17
18 19