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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 %
CHC
476
City Holding Co
West Virginia
$49K +$6.3K +100 +15%
NFG
477
Next Financial Group
Texas
$48K +$8.52K +134 +22%
TI
478
tru Independence
Oregon
$48K +$48K +769 New
WT
479
Washington Trust
Rhode Island
$47K – – –
SAI
480
Systematic Alpha Investments
New Jersey
$46K – – –
CG
481
Cutler Group
California
$45K -$60.2K -967 -57%
TFS
482
TrustCore Financial Services
Tennessee
$45K – – –
EWA
483
Evolution Wealth Advisors
Florida
$45K – – –
OSAM
484
O'Shaughnessy Asset Management
Connecticut
$44K +$6.5K +103 +17%
BC
485
Burleson & Co
California
$43K – – –
CFO
486
CVA Family Office
Colorado
$43K +$16.6K +265 +63%
SWA
487
Sutton Wealth Advisors
Florida
$42.2K – – –
RAM
488
Riggs Asset Management
Pennsylvania
$42K – – –
CYG
489
Clean Yield Group
Vermont
$42K +$42K +659 New
CBT
490
CoreFirst Bank & Trust
Kansas
$41K – – –
FCB
491
First Command Bank
Texas
$40K – – –
FCFS
492
First Command Financial Services
Texas
$40K – – –
WP
493
WealthShield Partners
North Carolina
$38K – – –
APA
494
American Portfolios Advisors
New York
$36.9K -$6.12K -97 -14%
TPCW
495
TD Private Client Wealth
New York
$36.3K +$632 +10 +2%
SV
496
Stilwell Value
New York
$35K – – –
MFA
497
McClarren Financial Advisors
Pennsylvania
$35K +$314 +5 +0.9%
HFM
498
Harvest Fund Management
China
$34K – – –
GAM
499
Gemmer Asset Management
California
$34K +$575 +9 +2%
TFO
500
Tarbox Family Office
California
$33K – – –
18 19
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