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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 %
II
176
IFM Investors
Australia
$2.97M 41,111 -224 -0.5%
US Bancorp
177
US Bancorp
Minnesota
$2.97M 41,078 -2,696 -6%
PA
178
Pinnacle Associates
New York
$2.93M 40,451 -2,465 -6%
SM
179
Sciencast Management
New Jersey
$2.91M 38,561 +31,844 +474%
EI
180
EDMP Inc
Florida
$2.9M 40,035 -578 -1%
HW
181
Hancock Whitney
Mississippi
$2.89M 39,934 -4,399 -10%
APF
182
Alaska Permanent Fund
Alaska
$2.83M 38,700 – –
SO
183
STRS Ohio
Ohio
$2.78M 38,389 -3,278 -8%
MSL
184
Mackay Shields LLC
New York
$2.75M 37,984 -1,675 -4%
Mirae Asset Global Investments
185
Mirae Asset Global Investments
South Korea
$2.74M 37,853 +11,817 +45%
APP
186
Avantax Planning Partners
Iowa
$2.7M 37,320 -259 -0.7%
TAF
187
Tredje AP-fonden
Sweden
$2.69M 37,177 +37,177 New
PLFAM
188
Pineno Levin & Ford Asset Management
Virginia
$2.62M 36,195 – –
AAM
189
Advisors Asset Management
Colorado
$2.59M 35,851 -7,805 -18%
MPM
190
Meritage Portfolio Management
Kansas
$2.54M 35,055 -2,859 -8%
IG
191
ING Group
Netherlands
$2.53M 34,970 +12,497 +56%
Schroder Investment Management Group
192
Schroder Investment Management Group
United Kingdom
$2.47M 34,159 -92,162 -73%
TPSF
193
Texas Permanent School Fund
Texas
$2.46M 34,003 -4,558 -12%
KWM
194
Kingsview Wealth Management
Oregon
$2.43M 33,646 +2,106 +7%
Cetera Investment Advisers
195
Cetera Investment Advisers
Illinois
$2.41M 33,286 -2,316 -7%
Public Employees Retirement Association of Colorado
196
Public Employees Retirement Association of Colorado
Colorado
$2.36M 32,668 -6,914 -17%
MOACM
197
Mutual of America Capital Management
New York
$2.36M 32,555 -201 -0.6%
PAG
198
Private Advisor Group
New Jersey
$2.34M 32,413 -21,416 -40%
DILIC
199
Dai-ichi Life Insurance Company
Japan
$2.33M 32,252 – –
SFI
200
Siemens Fonds Invest
Germany
$2.29M 31,810 -4,604 -13%
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