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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.

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 Market Value Shares Shares
Change 		Shares
Change %
VI
401
Vestcor Inc
New Brunswick, Canada
$259K 4,023 -551 -12%
IPW
402
Inlet Private Wealth
Florida
$258K 4,000 – –
RG
403
Renaissance Group
Kentucky
$256K 3,971 – –
LPIC
404
LeJeune Puetz Investment Counsel
Michigan
$253K 3,925 – –
ACS
405
Archford Capital Strategies
Illinois
$249K 3,862 -28 -0.7%
9WM
406
9258 Wealth Management
Ohio
$249K 3,865 – –
MAM
407
MMA Asset Management
Pennsylvania
$247K 3,837 – –
CGL
408
Clarius Group LLC
Washington
$245K 3,798 +432 +13%
CAM
409
Cresset Asset Management
Illinois
$244K 3,794 +356 +10%
DAS
410
Dynamic Advisor Solutions
Arizona
$237K 3,677 +21 +0.6%
IHWM
411
Iron Horse Wealth Management
Iowa
$235K 3,654 – –
MFS
412
Mirabella Financial Services
United Kingdom
$229K 3,560 -2,385 -40%
AIP
413
Ameritas Investment Partners
Nebraska
$226K 3,509 – –
SSC
414
Syverson Strege & Co
Iowa
$226K 3,503 +1,061 +43%
Brown Advisory
415
Brown Advisory
Maryland
$225K 3,493 -648 -16%
ASN
416
Advisory Services Network
Georgia
$224K 3,470 -871 -20%
PA
417
Profund Advisors
Maryland
$223K 3,470 -227 -6%
CWA
418
Centennial Wealth Advisory
Michigan
$223K 3,463 +170 +5%
BCA
419
Berman Capital Advisors
Georgia
$223K 3,487 +222 +7%
RFC
420
Regions Financial Corp
Alabama
$221K 3,435 -100 -3%
WANY
421
Wealthspire Advisors (New York)
New York
$218K 3,392 +3,392 New
CWP
422
Concord Wealth Partners
Virginia
$215K 3,331 -588 -15%
TMAM
423
Tokio Marine Asset Management
Japan
$211K 3,284 +3,284 New
EH
424
Equitable Holdings
New York
$209K 3,250 +1 +0%
EF
425
Empirical Finance
Pennsylvania
$208K 3,228 +3,228 New
15 16
17
18 19