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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 %
IP
76
Interval Partners
New York
$14.9M 230,805 +91,285 +65%
Prudential Financial
77
Prudential Financial
New Jersey
$14.5M 222,731 -49,167 -18%
BCM
78
Bridgeway Capital Management
Texas
$14.2M 221,150 -32,500 -13%
BGIM
79
Brandywine Global Investment Management
Pennsylvania
$14.2M 219,934 -14,668 -6%
State of Wisconsin Investment Board
80
State of Wisconsin Investment Board
Wisconsin
$14M 216,698 +533 +0.2%
Millennium Management
81
Millennium Management
New York
$13.9M 215,700 -431,119 -67%
MSV
82
MN Services Vermogensbeheer
Netherlands
$13M 201,980 +2,000 +1%
Mitsubishi UFJ Trust & Banking
83
Mitsubishi UFJ Trust & Banking
Japan
$12.6M 195,241 -8,192 -4%
ATN
84
AMF Tjänstepension
Sweden
$12.2M 188,839 +188,839 New
BNP Paribas Financial Markets
85
BNP Paribas Financial Markets
France
$11.8M 182,978 -242,348 -57%
GT
86
Glenmede Trust
Pennsylvania
$11.6M 180,202 -2,753 -2%
PI
87
Putnam Investments
Massachusetts
$11.1M 172,046 -9,865 -5%
CB
88
Commerce Bank
Missouri
$10.8M 168,377 -21,861 -11%
GIM
89
Goelzer Investment Management
Indiana
$10.5M 162,273 -4,511 -3%
Chevy Chase Trust
90
Chevy Chase Trust
Maryland
$9.87M 153,255 -7,941 -5%
Teacher Retirement System of Texas
91
Teacher Retirement System of Texas
Texas
$9.86M 153,088 +101,697 +198%
State of New Jersey Common Pension Fund D
92
State of New Jersey Common Pension Fund D
New Jersey
$9.71M 150,757 -5,161 -3%
Ohio Public Employees Retirement System (OPERS)
93
Ohio Public Employees Retirement System (OPERS)
Ohio
$9.69M 150,475 -6,854 -4%
Grantham, Mayo, Van Otterloo & Co (GMO)
94
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$9.61M 149,174 +22,695 +18%
CI Investments Inc
95
CI Investments Inc
Ontario, Canada
$9.42M 146,228 +8,270 +6%
EVM
96
Eaton Vance Management
Massachusetts
$9.3M 152,125 +34,007 +29%
SIS
97
Sound Income Strategies
Florida
$9.27M 143,883 +18,566 +15%
PAMS
98
Pictet Asset Management (Switzerland)
Switzerland
$9.03M 140,169 +140,169 New
Robeco Institutional Asset Management
99
Robeco Institutional Asset Management
Netherlands
$8.88M 137,942 +47,522 +53%
CI
100
Conning Inc
Connecticut
$8.83M 137,178 -328 -0.2%
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4
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