PFG icon

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 %
SIM
551
Sonora Investment Management
Arizona
$13K 213 – –
COCM
552
Charter Oak Capital Management
New Hampshire
$13K 200 – –
LC
553
Lindbrook Capital
California
$13K 201 – –
SA
554
SRH Advisors
Kansas
$13K 211 – –
OAJ
555
Ogorek Anthony Joseph
New York
$13K 209 – –
MFT
556
Moisand Fitzgerald Tamayo
Florida
$13K 210 – –
AWM
557
Avior Wealth Management
Nebraska
$13K 218 +2 +0.9%
CFGS
558
Concourse Financial Group Securities
Alabama
$12K 197 – –
ST
559
Smithfield Trust
Pennsylvania
$12K 190 – –
FHC
560
First Horizon Corporation
Tennessee
$12K 192 – –
SMG
561
Spectrum Management Group
Indiana
$12K 188 +188 New
LPWM
562
Lake Point Wealth Management
Texas
$12K 189 +189 New
ZB
563
Zions Bancorporation
Utah
$11K 180 +3 +2%
EFSCE
564
Enterprise Financial Services Corp (EFSC)
Missouri
$11K 173 +22 +15%
SIM
565
Sentry Investment Management
Wisconsin
$10K 160 -2,382 -94%
DAM
566
Delta Asset Management
Tennessee
$10K 151 – –
PO
567
Private Ocean
California
$10K 159 – –
HS
568
Horan Securities
United States
$9K 150 – –
HI
569
Hudock Inc
Pennsylvania
$9K 148 +2 +1%
GI
570
Gradient Investments
Minnesota
$9K 138 +138 New
FPW
571
Flagship Private Wealth
Massachusetts
$8.66K 140 – –
IRC
572
Investors Research Corp
Georgia
$8K 126 – –
FMP
573
Financial Management Professionals
Texas
$8K 123 – –
WPA
574
West Paces Advisors
Georgia
$7.58K 120 – –
TAIM
575
TD Ameritrade Investment Management
Nebraska
$7K 118 -620 -84%
21 22
23
24 25