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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.

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 %
RE
451
RBC Europe
United Kingdom
$99.5K – – –
FDCDDQ
452
Federation des caisses Desjardins du Quebec
Quebec, Canada
$99.3K – – –
PI
453
PineBridge Investments
New York
$98K +$98K +1,555 New
AWM
454
Accel Wealth Management
Iowa
$92K -$2.33K -37 -2%
AF
455
Advisornet Financial
Minnesota
$87K -$20.7K -326 -19%
TH
456
TCTC Holdings
Texas
$87K – – –
CAL
457
Capital Analysts LLC
Pennsylvania
$87K – – –
IFAM
458
Institutional & Family Asset Management
Colorado
$86K -$148K -2,336 -63%
SCM
459
Silvant Capital Management
Georgia
$82K – – –
GLLW
460
Graves Light Lenhart Wealth
Virginia
$82K – – –
FPS
461
Fieldpoint Private Securities
Connecticut
$79K +$28.5K +432 +56%
JFA
462
JNBA Financial Advisors
Minnesota
$75K – – –
CLOS
463
Compagnie Lombard Odier SCmA
Switzerland
$69K – – –
HIA
464
Harbor Investment Advisory
Maryland
$68K – – –
SIA
465
Sit Investment Associates
Minnesota
$68K – – –
FMT
466
First Mercantile Trust
Tennessee
$67K -$7.39K -117 -10%
CTC
467
Central Trust Company
Missouri
$67K – – –
SAM
468
Shell Asset Management
Netherlands
$66K -$39.3K -624 -37%
RFA
469
Reilly Financial Advisors
California
$65K – – –
TWA
470
TCI Wealth Advisors
Arizona
$63K +$1.32K +21 +2%
MCM
471
Manchester Capital Management
Vermont
$61K – – –
PB
472
Pinnacle Bancorp
Nebraska
$60K – – –
FFC
473
First Financial Corp
Indiana
$60K – – –
ONST
474
Old North State Trust
North Carolina
$58K – – –
PFGIA
475
Patriot Financial Group Insurance Agency
Massachusetts
$52K +$446 +7 +0.9%
17 18
19
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