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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.

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
1
Cambiar Investors
Colorado
$45M
2
Toronto Dominion Bank
2
Toronto Dominion Bank
Ontario, Canada
$49.9M
3
State Street
3
State Street
Massachusetts
$766M
4
PCM
4
Prana Capital Management
Connecticut
$38M
5
SSA
5
Schonfeld Strategic Advisors
New York
$35.1M

Top Sellers

1
CS
1
Credit Suisse
Switzerland
$190M
2
MPI
2
Mairs & Power Inc
Minnesota
$134M
3
PP
3
Prudential plc
United Kingdom
$10.8M
4
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$103M
5
CSS
5
Cubist Systematic Strategies
Connecticut
$3.08M
Name Holding Trade Value Shares
Change 		Shares
Change %
PB
501
Pinnacle Bancorp
Nebraska
$57K – – –
FFC
502
First Financial Corp
Indiana
$57K – – –
CIA
503
CSat Investment Advisory
Michigan
$51K -$6.18K -104 -11%
PFGIA
504
Patriot Financial Group Insurance Agency
Massachusetts
$49K +$363 +6 +0.7%
FPS
505
Fieldpoint Private Securities
Connecticut
$46K +$36.7K +611 +394%
WT
506
Washington Trust
Rhode Island
$44K – – –
TFS
507
TrustCore Financial Services
Tennessee
$43K – – –
EWA
508
Evolution Wealth Advisors
Florida
$43K +$11.2K +185 +35%
SAI
509
Systematic Alpha Investments
New Jersey
$42K – – –
CHC
510
City Holding Co
West Virginia
$41K -$67.9K -1,122 -62%
BC
511
Burleson & Co
California
$41K +$41K +685 New
APA
512
American Portfolios Advisors
New York
$40.9K +$120 +2 +0.3%
SWA
513
Sutton Wealth Advisors
Florida
$40.1K – – –
RAM
514
Riggs Asset Management
Pennsylvania
$40K – – –
CBT
515
CoreFirst Bank & Trust
Kansas
$39K -$12.6K -212 -24%
FCFS
516
First Command Financial Services
Texas
$38K – – –
FCB
517
First Command Bank
Texas
$38K – – –
NFG
518
Next Financial Group
Texas
$37K -$179 -3 -0.5%
TAIM
519
TD Ameritrade Investment Management
Nebraska
$37K – – –
OSAM
520
O'Shaughnessy Asset Management
Connecticut
$36K +$3.64K +60 +11%
WFA
521
West Financial Advisors
Iowa
$36K +$11.1K +185 +45%
WP
522
WealthShield Partners
North Carolina
$36K +$36K +601 New
TPCW
523
TD Private Client Wealth
New York
$33.9K -$6.6K -110 -16%
SV
524
Stilwell Value
New York
$33K – – –
MFA
525
McClarren Financial Advisors
Pennsylvania
$33K +$359 +6 +1%
19 20
21
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