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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 %
WA
426
WestEnd Advisors
North Carolina
$189K – – –
QCG
427
Quadrant Capital Group
Ohio
$184K +$45.5K +721 +33%
PI
428
PGGM Investments
Netherlands
$181K +$181K +2,858 New
CFB
429
Cullen/Frost Bankers
Texas
$167K +$9.5K +150 +6%
OIA
430
Optimum Investment Advisors
Illinois
$161K – – –
TFGT
431
TS Financial Group (TSFG)
Illinois
$157K – – –
S
432
SignatureFD
Georgia
$157K +$12K +190 +8%
SSC
433
Syverson Strege & Co
Iowa
$154K -$40.7K -646 -21%
JCM
434
Jacobi Capital Management
Pennsylvania
$147K -$15.8K -251 -10%
NIM
435
NuWave Investment Management
New Jersey
$146K +$55.8K +885 +62%
LIM
436
Longfellow Investment Management
Massachusetts
$145K -$79.4K -1,253 -35%
PA
437
Parallel Advisors
California
$137K +$43.6K +688 +47%
FWM
438
Focused Wealth Management
New York
$136K -$19K -300 -12%
CA
439
Clearstead Advisors
Ohio
$127K +$1.39K +22 +1%
DOA
440
D'Orazio & Associates
Virginia
$125K – – –
CFA
441
Carroll Financial Associates
North Carolina
$124K +$28.8K +459 +30%
BCWM
442
Bartlett & Co Wealth Management
Ohio
$122K – – –
BC
443
Bartlett & Co
Ohio
$122K – – –
BAM
444
Belpointe Asset Management
Nevada
$120K – – –
LWCFA
445
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$110K +$110K +1,733 New
HNB
446
Huntington National Bank
Ohio
$107K +$14.5K +228 +16%
MAM
447
Meeder Asset Management
Ohio
$104K +$19.5K +309 +23%
Federated Hermes
448
Federated Hermes
Pennsylvania
$103K -$5.74K -91 -5%
Bessemer Group
449
Bessemer Group
New Jersey
$100K -$345K -5,454 -78%
FCA
450
FinTrust Capital Advisors
South Carolina
$100K -$23.1K -364 -19%
16 17
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