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Principal Financial Group
PFG

Overview Fund Activity

617 hedge funds and large institutions have $12.5B invested in Principal Financial Group in 2021 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 205 increasing their positions, 221 reducing their positions, and 35 closing their positions.

Holders
617
Holders Change
+8
Holders Change %
+1.31%
% of All Funds
10.84%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
50
Increased
205
Reduced
221
Closed
35
Calls
$20.9M
Puts
$34.5M
Net Calls
-$13.6M
Net Calls Change
-$15M

Top Buyers

1
Barclays
1
Barclays
United Kingdom
$172M
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$308M
3
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$165M
4
Canada Pension Plan Investment Board
4
Canada Pension Plan Investment Board
Ontario, Canada
$153M
5
Goldman Sachs
5
Goldman Sachs
New York
$141M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$15.3M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$132M
3
APG Asset Management
3
APG Asset Management
Netherlands
$2.19M
4
Millennium Management
4
Millennium Management
New York
$13.9M
5
Nomura Holdings
5
Nomura Holdings
Japan
$23.9M
Name Market Value Shares Shares
Change 		Shares
Change %
MGIM
626
M&G Investment Management
United Kingdom
– – -22,409 Closed
OMC
627
Old Mission Capital
Illinois
– – -20,023 Closed
BA
628
Bellwether Advisors
Nebraska
– – -15,747 Closed
TI
629
Trexquant Investment
Connecticut
– – -11,412 Closed
BAM
630
Blueshift Asset Management
New Jersey
– – -10,305 Closed
B
631
BP
United Kingdom
– – -7,889 Closed
GAM
632
Gotham Asset Management
New York
– – -7,787 Closed
LOAMS
633
Lombard Odier Asset Management (Switzerland)
Switzerland
– – -7,271 Closed
Verition Fund Management
634
Verition Fund Management
Connecticut
– – -7,012 Closed
MS
635
Maven Securities
Jersey
– – -6,329 Closed
BMCM
636
Burns Matteson Capital Management
New York
– – -6,224 Closed
PG
637
Pendal Group
Australia
– – -6,003 Closed
WA
638
Wealthstar Advisors
Texas
– – -4,397 Closed
SIA
639
Sit Investment Associates
Minnesota
– – -1,072 Closed
SAM
640
Shell Asset Management
Netherlands
– – -1,048 Closed
TI
641
tru Independence
Oregon
– – -769 Closed
WT
642
Washington Trust
Rhode Island
– – -739 Closed
CFO
643
CVA Family Office
Colorado
– – -685 Closed
WP
644
WealthShield Partners
North Carolina
– – -601 Closed
CMBA
645
C.M. Bidwell & Associates
Hawaii
– – -504 Closed
FFG
646
Ford Financial Group
California
– – -365 Closed
HWMA
647
Heritage Wealth Management (Arizona)
Arizona
– – -225 Closed
CFGS
648
Concourse Financial Group Securities
Alabama
– – -197 Closed
FPW
649
Flagship Private Wealth
Massachusetts
– – -140 Closed
AS
650
Altshuler Shaham
Israel
– – -109 Closed
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