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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 %
TFM
601
TFC Financial Management
Massachusetts
$2K 32 – –
SN
602
Sittner & Nelson
Oregon
$2K 34 – –
PSB
603
Piscataqua Savings Bank
New Hampshire
$2K 35 – –
MGIM
604
M&G Investment Management
United Kingdom
$1.41K 22,409 +22,409 New
TAM
605
Tucker Asset Management
Colorado
$1.14K 18 – –
EW
606
Evoke Wealth
California
$1K 23 -100 -81%
BWM
607
Baystate Wealth Management
Massachusetts
$1K 11 – –
CWC
608
Carolinas Wealth Consulting
North Carolina
$1K 16 – –
BBHC
609
Brown Brothers Harriman & Co
New York
$14 224 +44 +24%
Caisse de Depot et Placement du Quebec (CDPQ)
610
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
– – -408,830 Closed
GC
611
Gillson Capital
Illinois
– – -238,130 Closed
MLM
612
Mount Lucas Management
Pennsylvania
– – -185,152 Closed
PP
613
Prudential plc
United Kingdom
– – -179,900 Closed
IM
614
Islet Management
New York
– – -150,000 Closed
HF
615
HRT Financial
New York
– – -142,157 Closed
DA
616
Duality Advisers
Florida
– – -110,485 Closed
CCM
617
Cinctive Capital Management
New York
– – -91,624 Closed
Los Angeles Capital Management
618
Los Angeles Capital Management
California
– – -82,880 Closed
SEI Investments
619
SEI Investments
Pennsylvania
– – -75,546 Closed
Citadel Advisors
620
Citadel Advisors
Florida
– – -52,545 Closed
BC
621
Brookfield Corp
Ontario, Canada
– – -40,090 Closed
Wealth Enhancement Advisory Services
622
Wealth Enhancement Advisory Services
Minnesota
– – -37,902 Closed
AIMCA
623
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
– – -37,900 Closed
Qube Research & Technologies (QRT)
624
Qube Research & Technologies (QRT)
United Kingdom
– – -33,190 Closed
MCAI
625
Members Capital Advisors Inc
Wisconsin
– – -27,122 Closed
23 24
25
26 27