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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 %
FDCDDQ
476
Federation des caisses Desjardins du Quebec
Quebec, Canada
$94.4K – – –
RE
477
RBC Europe
United Kingdom
$94.4K – – –
VFA
478
Valeo Financial Advisors
Indiana
$94K -$8.91K -149 -9%
AWM
479
Accel Wealth Management
Iowa
$90K -$8.6K -143 -9%
CFA
480
Carroll Financial Associates
North Carolina
$90K +$57.1K +961 +173%
HNB
481
Huntington National Bank
Ohio
$88K -$1.21K -20 -1%
PA
482
Parallel Advisors
California
$88K +$9.55K +160 +12%
NIM
483
NuWave Investment Management
New Jersey
$86K -$41K -683 -32%
LTI
484
Laffer Tengler Investments
Tennessee
$83.5K – – –
CAL
485
Capital Analysts LLC
Pennsylvania
$83K +$83K +1,382 New
TH
486
TCTC Holdings
Texas
$82K -$84.7K -1,425 -51%
MAM
487
Meeder Asset Management
Ohio
$80K +$37.9K +634 +90%
GLLW
488
Graves Light Lenhart Wealth
Virginia
$78K – – –
SCM
489
Silvant Capital Management
Georgia
$78K – – –
FQ
490
First Quadrant
California
$75K +$75K +1,244 New
JFA
491
JNBA Financial Advisors
Minnesota
$72K +$15.8K +262 +28%
FMT
492
First Mercantile Trust
Tennessee
$71K -$6.63K -110 -9%
CLOS
493
Compagnie Lombard Odier SCmA
Switzerland
$65K – – –
HIA
494
Harbor Investment Advisory
Maryland
$65K +$65K +1,076 New
CTC
495
Central Trust Company
Missouri
$64K – – –
SIA
496
Sit Investment Associates
Minnesota
$64K – – –
RFA
497
Reilly Financial Advisors
California
$62K – – –
ONST
498
Old North State Trust
North Carolina
$59K – – –
TWA
499
TCI Wealth Advisors
Arizona
$59K +$4.59K +76 +8%
MCM
500
Manchester Capital Management
Vermont
$58K -$4.77K -79 -8%
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