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Principal Financial Group
PFG

Overview Fund Activity

657 hedge funds and large institutions have $14.2B invested in Principal Financial Group in 2021 Q4 according to their latest regulatory filings, with 109 funds opening new positions, 202 increasing their positions, 213 reducing their positions, and 61 closing their positions.

Holders
657
Holders Change
+40
Holders Change %
+6.48%
% of All Funds
10.15%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
109
Increased
202
Reduced
213
Closed
61
Calls
$26.4M
Puts
$28.1M
Net Calls
-$1.61M
Net Calls Change
+$12M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$802M
2
Ameriprise
2
Ameriprise
Minnesota
$121M
3
Goldman Sachs
3
Goldman Sachs
New York
$221M
4
BlackRock
4
BlackRock
New York
$1.63B
5
Capstone Investment Advisors
5
Capstone Investment Advisors
New York
$28.9M

Top Sellers

1
Bank of Montreal
1
Bank of Montreal
Ontario, Canada
$40.6M
2
CS
2
Credit Suisse
Switzerland
$315M
3
Barclays
3
Barclays
United Kingdom
$126M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$293M
5
PCM
5
Prana Capital Management
Connecticut
$4.97M
Name Market Value Shares Shares
Change 		Shares
Change %
RC
151
RegentAtlantic Capital
New Jersey
$3.98M 55,086 +237 +0.4%
MIM
152
MetLife Investment Management
New Jersey
$3.94M 54,464 -1,911 -3%
Commonwealth Equity Services
153
Commonwealth Equity Services
Massachusetts
$3.93M 54,283 -861 -2%
Korea Investment Corp
154
Korea Investment Corp
South Korea
$3.91M 54,000 -50,300 -48%
CWM
155
CIBC World Markets
New York
$3.84M 53,120 -12,821 -19%
UA
156
Unison Advisors
District of Columbia
$3.82M 52,763 +628 +1%
D.E. Shaw & Co
157
D.E. Shaw & Co
New York
$3.79M 52,419 +400 +0.8%
Teacher Retirement System of Texas
158
Teacher Retirement System of Texas
Texas
$3.76M 52,008 -101,080 -66%
IP
159
Interval Partners
New York
$3.76M 51,961 -178,844 -77%
BWM
160
BerganKDV Wealth Management
Minnesota
$3.75M 51,803 -1,358 -3%
SOADOR
161
State of Alaska Department of Revenue
Alaska
$3.65M 50,426 -3,177 -6%
CAPTRUST Financial Advisors
162
CAPTRUST Financial Advisors
North Carolina
$3.59M 49,568 +34,615 +231%
AIM
163
Artemis Investment Management
United Kingdom
$3.57M 49,354 -58,432 -54%
DnB Asset Management
164
DnB Asset Management
Norway
$3.53M 48,852 -6,875 -12%
DIA
165
Dean Investment Associates
Ohio
$3.47M 47,916 +104 +0.2%
URS
166
Utah Retirement Systems
Utah
$3.44M 47,513 -400 -0.8%
BCIM
167
British Columbia Investment Management
British Columbia, Canada
$3.42M 47,232 -3,076 -6%
BA
168
Bridgewater Associates
Connecticut
$3.41M 47,177 -60,088 -56%
Osaic Holdings
169
Osaic Holdings
Arizona
$3.31M 45,687 -571 -1%
AC
170
Arjuna Capital
North Carolina
$3.25M 44,888 +1,324 +3%
GIBU
171
Gulf International Bank (UK)
United Kingdom
$3.22M 44,571 -9,895 -18%
Envestnet Asset Management
172
Envestnet Asset Management
Illinois
$3.18M 43,925 +6,970 +19%
YCM
173
Yousif Capital Management
Michigan
$3.05M 42,145 +42,145 New
State of Tennessee, Department of Treasury
174
State of Tennessee, Department of Treasury
Tennessee
$3.05M 42,098 -646 -2%
Public Sector Pension Investment Board (PSP Investments)
175
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$2.98M 41,136 -970 -2%
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