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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 %
EARNEST Partners
576
EARNEST Partners
Georgia
$7K 116 – –
SFSIG
577
San Francisco Sentry Investment Group
California
$7K 103 – –
SNT
578
Security National Trust
West Virginia
$7K 107 – –
AS
579
Altshuler Shaham
Israel
$7K 109 +109 New
Nisa Investment Advisors
580
Nisa Investment Advisors
Missouri
$6.19K 97,988 -10,230 -9%
JWA
581
JFS Wealth Advisors
Pennsylvania
$6K 100 – –
BCA
582
Bray Capital Advisors
Florida
$6K 101 – –
CFFP
583
Center for Financial Planning
Michigan
$6K 100 – –
IF
584
Ironwood Financial
Arizona
$6K 100 – –
First Manhattan
585
First Manhattan
New York
$6K 98 – –
HC
586
Hoese & Co
Minnesota
$6K 100 – –
BWA
587
BDO Wealth Advisors
Florida
$6K 100 – –
MPWT
588
MassMutual Private Wealth & Trust
Connecticut
$6K 96 +75 +357%
EBA
589
Eagle Bay Advisors
New York
$6K 87 +87 New
FI
590
FormulaFolio Investments
Michigan
$6K 92 +92 New
CHA
591
Carmichael Hill & Associates
Maryland
$5K 87 – –
MCM
592
MV Capital Management
Maryland
$5K 72 +60 +500%
IP
593
Isthmus Partners
Wisconsin
$5K 79 +79 New
AIG
594
American International Group
New York
$4.89K 77,372 -888 -1%
ME
595
McIlrath & Eck
Washington
$4K 71 – –
PSIWM
596
Paradigm Strategies in Wealth Management
Minnesota
$4K 56 – –
H
597
HoyleCohen
California
$3.61K 57,152 +1,768 +3%
VCM
598
Versant Capital Management
Arizona
$3K 46 -160 -78%
RA
599
Resolute Advisors
California
$3K 51 – –
SWA
600
SOA Wealth Advisors
New York
$3K 52 +37 +247%
22 23
24
25 26