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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 %
OIM
676
Oder Investment Management
California
– – -1,800 Closed
TPWA
677
TRUE Private Wealth Advisors
Oregon
– – -1,046 Closed
VCG
678
Vantage Consulting Group
Virginia
– – -942 Closed
TF
679
Tompkins Financial
New York
– – -835 Closed
TI
680
tru Independence
Oregon
– – -783 Closed
IA
681
Inspire Advisors
Idaho
– – -664 Closed
CYG
682
Clean Yield Group
Vermont
– – -659 Closed
RWA
683
Ropes Wealth Advisors
Massachusetts
– – -517 Closed
T
684
TOBAM
France
– – -500 Closed
LWCFA
685
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
– – -450 Closed
GIA
686
Goodwin Investment Advisory
Georgia
– – -431 Closed
VRM
687
Vectors Research Management
New York
– – -393 Closed
RPWA
688
Regent Peak Wealth Advisors
Georgia
– – -393 Closed
CCA
689
Childress Capital Advisors
Texas
– – -338 Closed
AWG
690
Altus Wealth Group
Colorado
– – -302 Closed
TCM
691
Tradewinds Capital Management
Washington
– – -300 Closed
HI
692
Human Investing
Oregon
– – -225 Closed
CAAS
693
Capital Asset Advisory Services
Michigan
– – -196 Closed
LWP
694
Laurel Wealth Planning
Minnesota
– – -183 Closed
WT
695
Whittier Trust
California
– – -139 Closed
IA
696
IFS Advisors
Kansas
– – -127 Closed
PFO
697
Pathstone Family Office
New Jersey
– – -91 Closed
GI
698
Gradient Investments
Minnesota
– – -63 Closed
FFG
699
Fortem Financial Group
California
– – -40 Closed
SWA
700
SOA Wealth Advisors
New York
$0 15 -1 -6%
25 26 27
28
29