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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 %
BCA
451
Berman Capital Advisors
Georgia
$190K -$357 -6 -0.2%
SSC
452
Syverson Strege & Co
Iowa
$185K +$479 +8 +0.3%
CWP
453
Concord Wealth Partners
Virginia
$184K +$3.9K +65 +2%
JGIA
454
Jackson Grant Investment Advisers
Connecticut
$184K +$184K +3,071 New
IAIM
455
International Assets Investment Management
Florida
$159K +$73.7K +1,359 +86%
JCM
456
Jacobi Capital Management
Pennsylvania
$155K -$17.9K -298 -10%
OIA
457
Optimum Investment Advisors
Illinois
$153K +$30K +500 +24%
SIM
458
Sentry Investment Management
Wisconsin
$152K -$726K -12,140 -83%
CFB
459
Cullen/Frost Bankers
Texas
$149K -$14.7K -246 -9%
TFGT
460
TS Financial Group (TSFG)
Illinois
$149K – – –
FWM
461
Focused Wealth Management
New York
$147K – – –
FC
462
FORA Capital
Florida
$140K +$65.8K +1,102 +89%
S
463
SignatureFD
Georgia
$137K +$7.65K +128 +6%
QCG
464
Quadrant Capital Group
Ohio
$131K +$10.9K +183 +9%
FA
465
Fortis Advisors
Pennsylvania
$123K – – –
CA
466
Clearstead Advisors
Ohio
$120K – – –
DOA
467
D'Orazio & Associates
Virginia
$119K – – –
BCWM
468
Bartlett & Co Wealth Management
Ohio
$116K – – –
FCA
469
FinTrust Capital Advisors
South Carolina
$116K -$91.7K -1,534 -44%
BC
470
Bartlett & Co
Ohio
$116K – – –
BAM
471
Belpointe Asset Management
Nevada
$114K +$114K +1,905 New
Federated Hermes
472
Federated Hermes
Pennsylvania
$103K -$242K -4,045 -70%
AF
473
Advisornet Financial
Minnesota
$102K -$18.1K -302 -15%
CG
474
Cutler Group
California
$101K +$101K +1,690 New
SAM
475
Shell Asset Management
Netherlands
$100K -$3.24M -54,099 -97%
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