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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 %
Parallax Volatility Advisers
651
Parallax Volatility Advisers
California
– – -5,424 Closed
CBT
652
Capital Bank & Trust
California
– – -4,876 Closed
WC
653
Wexford Capital
Florida
– – -4,500 Closed
PWS
654
Precision Wealth Strategies
Missouri
– – -4,493 Closed
TSS
655
Two Sigma Securities
New York
– – -4,021 Closed
FTDI
656
First Trust Direct Indexing
Massachusetts
– – -3,963 Closed
IFWM
657
Institute for Wealth Management
Colorado
– – -3,685 Closed
SPC
658
Sigma Planning Corp
Michigan
– – -3,627 Closed
VI
659
Versor Investments
New York
– – -3,533 Closed
ZCM
660
Ziegler Capital Management
Illinois
– – -3,520 Closed
QT
661
Quantbot Technologies
New York
– – -3,518 Closed
HAIM
662
Hunter Associates Investment Management
Pennsylvania
– – -3,435 Closed
IAIM
663
International Assets Investment Management
Florida
– – -2,932 Closed
FC
664
FORA Capital
Florida
– – -2,343 Closed
FA
665
Fortis Advisors
Pennsylvania
– – -2,055 Closed
VFA
666
Valeo Financial Advisors
Indiana
– – -1,572 Closed
LTI
667
Laffer Tengler Investments
Tennessee
– – -1,392 Closed
FQ
668
First Quadrant
California
– – -1,244 Closed
RWB
669
RMR Wealth Builders
New Jersey
– – -506 Closed
Loomis, Sayles & Company
670
Loomis, Sayles & Company
Massachusetts
– – -496 Closed
WAP
671
Wealthcare Advisory Partners
Pennsylvania
– – -429 Closed
EP
672
Eudaimonia Partners
Tennessee
– – -415 Closed
MG
673
MilWealth Group
Wisconsin
– – -410 Closed
CTB
674
Country Trust Bank
Illinois
– – -184 Closed
SLF
675
Sun Life Financial
Ontario, Canada
– – -149 Closed
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