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
Cambiar Investors
Colorado
$45M
2
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$49.9M
3
State Street
State Street
Massachusetts
$766M
4
PCM
Prana Capital Management
Connecticut
$38M
5
SSA
Schonfeld Strategic Advisors
New York
$35.1M

Top Sellers

1
CS
Credit Suisse
Switzerland
$190M
2
MPI
Mairs & Power Inc
Minnesota
$134M
3
PP
Prudential plc
United Kingdom
$10.8M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$103M
5
CSS
Cubist Systematic Strategies
Connecticut
$3.08M
Name Holding Trade Value Shares
Change 		Shares
Change %
KFP
426
KMG Fiduciary Partners
Ohio
$236K +$236K +3,942 New
9WM
427
9258 Wealth Management
Ohio
$232K +$232K +3,865 New
PA
428
Profund Advisors
Maryland
$232K +$232K +3,869 New
MAM
429
MMA Asset Management
Pennsylvania
$230K -$113K -1,881 -33%
IFAM
430
Institutional & Family Asset Management
Colorado
$222K – – –
IFWM
431
Institute for Wealth Management
Colorado
$221K -$88.9K -1,482 -29%
DAS
432
Dynamic Advisor Solutions
Arizona
$219K +$219K +3,656 New
SPC
433
Sigma Planning Corp
Michigan
$218K +$218K +3,627 New
VAS
434
Vestmark Advisory Solutions
Massachusetts
$218K +$218K +3,635 New
LFA
435
Legacy Financial Advisors
Kentucky
$217K +$217K +3,620 New
IHWM
436
Iron Horse Wealth Management
Iowa
$213K – – –
LIM
437
Longfellow Investment Management
Massachusetts
$213K – – –
VI
438
Versor Investments
New York
$212K +$212K +3,533 New
RFC
439
Regions Financial Corp
Alabama
$212K +$212K +3,535 New
ZCM
440
Ziegler Capital Management
Illinois
$211K +$211K +3,520 New
AIP
441
Ameritas Investment Partners
Nebraska
$210K -$24.3K -406 -10%
QT
442
Quantbot Technologies
New York
$210K -$21.7K -364 -9%
KC
443
Kinloch Capital
Virginia
$209K -$89.8K -1,495 -30%
ACS
444
Archford Capital Strategies
Illinois
$208K -$960K -15,205 -82%
HAIM
445
Hunter Associates Investment Management
Pennsylvania
$206K +$206K +3,435 New
JIC
446
Johnson Investment Counsel
Ohio
$204K +$204K +3,405 New
CGL
447
Clarius Group LLC
Washington
$202K +$202K +3,362 New
EHWM
448
Eads & Heald Wealth Management
Georgia
$202K +$202K +3,370 New
EI
449
Ellevest Inc
New York
$195K +$33.6K +559 +21%
SFO
450
Standard Family Office
South Dakota
$194K -$77.8K -1,300 -29%
16 17
18
19 20