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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 Market Value Shares Shares
Change 		Shares
Change %
AWA
501
Arkadios Wealth Advisors
Georgia
$33K 536 +140 +35%
CI
502
CX Institutional
Indiana
$32K 503 +69 +16%
CMBA
503
C.M. Bidwell & Associates
Hawaii
$32K 504 +504 New
BU
504
BBVA USA
Alabama
$32K 514 +514 New
Kayne Anderson Rudnick Investment Management
505
Kayne Anderson Rudnick Investment Management
California
$31K 486 – –
M
506
MOTCO
Texas
$31K 494 – –
AAP
507
Arax Advisory Partners
Colorado
$30K 471 +471 New
PAI
508
Pittenger & Anderson Inc
Nebraska
$28K 442 – –
FHA
509
First Horizon Advisors
Tennessee
$27K 423 – –
LWM
510
Liberty Wealth Management
California
$27K 423 +2 +0.5%
PFBT
511
Parkside Financial Bank & Trust
Missouri
$27K 420 +4 +1%
WFA
512
West Financial Advisors
Iowa
$26K 414 -185 -31%
MWC
513
MBM Wealth Consultants
Missouri
$26K 405 – –
GWS
514
Glassman Wealth Services
Virginia
$26K 416 +9 +2%
HWA
515
HHM Wealth Advisors
Tennessee
$25K 400 – –
AFS
516
Annapolis Financial Services
Maryland
$24K 379 – –
DWMG
517
DB Wealth Management Group
California
$24K 377 – –
AIM
518
Anchor Investment Management
South Carolina
$23K 364 – –
MAM
519
Marquette Asset Management
Minnesota
$23K 368 – –
SWM
520
Sugarloaf Wealth Management
Georgia
$23K 364 – –
FFG
521
Ford Financial Group
California
$23K 365 +365 New
WAS
522
Winch Advisory Services
Wisconsin
$22K 349 +3 +0.9%
PMFA
523
Plante Moran Financial Advisors
Michigan
$21K 336 – –
JFGIW
524
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$21K 339 – –
HWM
525
HighMark Wealth Management
Minnesota
$20K 310 – –
19 20
21
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