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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 Market Value Shares Shares
Change 		Shares
Change %
FMP
601
Financial Management Professionals
Texas
$7K 123 – –
EW
602
Evoke Wealth
California
$7K 123 +100 +435%
CAC
603
Certified Advisory Corp
Florida
$7K 117 +117 New
Nisa Investment Advisors
604
Nisa Investment Advisors
Missouri
$6.49K 108,218 -11,900 -10%
IF
605
Ironwood Financial
Arizona
$6K 100 – –
SFSIG
606
San Francisco Sentry Investment Group
California
$6K 103 – –
BWA
607
BDO Wealth Advisors
Florida
$6K 100 – –
JWA
608
JFS Wealth Advisors
Pennsylvania
$6K 100 – –
SSWG
609
Seven Springs Wealth Group
Tennessee
$6K 100 – –
CFFP
610
Center for Financial Planning
Michigan
$6K 100 – –
HC
611
Hoese & Co
Minnesota
$6K 100 +100 New
IBOK
612
Independence Bank of Kentucky
Kentucky
$6K 100 +100 New
SWM
613
Spire Wealth Management
Virginia
$6K 100 +100 New
BCA
614
Bray Capital Advisors
Florida
$6K 101 +101 New
Mercer Global Advisors
615
Mercer Global Advisors
Colorado
$6K 105 +105 New
SNT
616
Security National Trust
West Virginia
$6K 107 +107 New
First Manhattan
617
First Manhattan
New York
$5K 98 – –
CHA
618
Carmichael Hill & Associates
Maryland
$5K 87 – –
MWP
619
Meridian Wealth Partners
Pennsylvania
$5K 80 +80 New
AIG
620
American International Group
New York
$4.69K 78,260 -3,038 -4%
ME
621
McIlrath & Eck
Washington
$4K 71 – –
WCM
622
Wealthcare Capital Management
Virginia
$4K 63 +63 New
AssetMark Inc
623
AssetMark Inc
California
$3K 57 – –
RA
624
Resolute Advisors
California
$3K 51 +51 New
PSIWM
625
Paradigm Strategies in Wealth Management
Minnesota
$3K 56 +56 New
23 24
25
26 27