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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 %
DIA
176
Dean Investment Associates
Ohio
$3.08M 47,812 +706 +1%
DCM
177
Dupont Capital Management
Delaware
$3.02M 46,860 +42,819 +1,060%
Osaic Holdings
178
Osaic Holdings
Arizona
$2.98M 46,258 -1,156 -2%
HW
179
Hancock Whitney
Mississippi
$2.86M 44,333 -10,857 -20%
US Bancorp
180
US Bancorp
Minnesota
$2.82M 43,774 -1,191 -3%
AAM
181
Advisors Asset Management
Colorado
$2.81M 43,656 -7,329 -14%
AC
182
Arjuna Capital
North Carolina
$2.81M 43,564 +2,023 +5%
PA
183
Pinnacle Associates
New York
$2.76M 42,916 +6 +0%
State of Tennessee, Department of Treasury
184
State of Tennessee, Department of Treasury
Tennessee
$2.75M 42,744 -2,316 -5%
CM
185
Crestline Management
Texas
$2.74M 42,604 +42,604 New
GTCM
186
Gyon Technologies Capital Management
New Jersey
$2.74M 42,529 +42,529 New
Public Sector Pension Investment Board (PSP Investments)
187
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$2.71M 42,106 +2,450 +6%
SO
188
STRS Ohio
Ohio
$2.68M 41,667 -1,023 -2%
II
189
IFM Investors
Australia
$2.66M 41,335 – –
EI
190
EDMP Inc
Florida
$2.62M 40,613 +924 +2%
MSL
191
Mackay Shields LLC
New York
$2.56M 39,659 -2,022 -5%
Public Employees Retirement Association of Colorado
192
Public Employees Retirement Association of Colorado
Colorado
$2.55M 39,582 – –
APF
193
Alaska Permanent Fund
Alaska
$2.49M 38,700 – –
TPSF
194
Texas Permanent School Fund
Texas
$2.48M 38,561 -3,465 -8%
MPM
195
Meritage Portfolio Management
Kansas
$2.44M 37,914 -31,304 -45%
APP
196
Avantax Planning Partners
Iowa
$2.42M 37,579 +1,901 +5%
Envestnet Asset Management
197
Envestnet Asset Management
Illinois
$2.38M 36,955 -3,339 -8%
SFI
198
Siemens Fonds Invest
Germany
$2.35M 36,414 +1,106 +3%
CMO
199
Covenant Multifamily Offices
Texas
$2.34M 35,145 +338 +1%
PLFAM
200
Pineno Levin & Ford Asset Management
Virginia
$2.33M 36,195 +800 +2%
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