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Principal Financial Group
PFG

Overview Fund Activity

609 hedge funds and large institutions have $12.2B invested in Principal Financial Group in 2021 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 234 increasing their positions, 189 reducing their positions, and 75 closing their positions.

Holders
609
Holders Change
-32
Holders Change %
-4.99%
% of All Funds
10.63%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
46
Increased
234
Reduced
189
Closed
75
Calls
$28M
Puts
$26.6M
Net Calls
+$1.38M
Net Calls Change
-$2.48M

Top Buyers

1
CS
1
Credit Suisse
Switzerland
$362M
2
Canada Pension Plan Investment Board
2
Canada Pension Plan Investment Board
Ontario, Canada
$112M
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$55.6M
4
Wells Fargo
4
Wells Fargo
California
$64.6M
5
Toronto Dominion Bank
5
Toronto Dominion Bank
Ontario, Canada
$87.6M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$25M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$122M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$246M
4
Retirement Systems of Alabama
4
Retirement Systems of Alabama
Alabama
$5.85M
5
MPI
5
Mairs & Power Inc
Minnesota
$113M
Name Market Value Shares Shares
Change 		Shares
Change %
Connor, Clark & Lunn Investment Management (CC&L)
201
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$2.32M 36,753 -4,438 -11%
MFM
202
MD Financial Management
Ontario, Canada
$2.28M 36,073 +36,073 New
APP
203
Avantax Planning Partners
Iowa
$2.25M 35,678 -1,236 -3%
PLFAM
204
Pineno Levin & Ford Asset Management
Virginia
$2.24M 35,395 -1,350 -4%
SFI
205
Siemens Fonds Invest
Germany
$2.23M 35,308 -4,262 -11%
CMO
206
Covenant Multifamily Offices
Texas
$2.2M 34,807 +34,807 New
BCV
207
Banque Cantonale Vaudoise
Switzerland
$2.12M 33,555 +28,300 +539%
PAG
208
Private Advisor Group
New Jersey
$2.1M 33,172 +4,742 +17%
MOACM
209
Mutual of America Capital Management
New York
$2.09M 33,030 +183 +0.6%
KWM
210
Kingsview Wealth Management
Oregon
$2.02M 31,740 +5,071 +19%
COPPSERS
211
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$2M 31,695 -13 -0%
CM
212
Columbus Macro
Pennsylvania
$1.98M 31,312 -1,046 -3%
MLICM
213
Metropolitan Life Insurance Company (MetLife)
New York
$1.96M 31,087 -592 -2%
SMDAM
214
Sumitomo Mitsui DS Asset Management
Japan
$1.92M 30,417 +464 +2%
LS
215
Leelyn Smith
Illinois
$1.9M 30,123 +29,889 +12,773%
HIMCH
216
Hartford Investment Management Co (HIMCO)
Connecticut
$1.87M 29,607 -818 -3%
GRP
217
Global Retirement Partners
California
$1.82M 28,752 -160 -0.6%
SS
218
Sunbelt Securities
Texas
$1.81M 29,702 -1,200 -4%
CS
219
Candriam SCA
Luxembourg
$1.8M 28,483 +2,163 +8%
CGH
220
Crossmark Global Holdings
Texas
$1.78M 28,087 +341 +1%
OAM
221
Oppenheimer Asset Management
New York
$1.7M 26,940 -1,692 -6%
American Century Companies
222
American Century Companies
Missouri
$1.7M 26,911 -2,762 -9%
NAM
223
Nissay Asset Management
Japan
$1.69M 26,739 -691 -3%
ACM
224
AlphaCrest Capital Management
New York
$1.67M 26,356 -10,462 -28%
HWM
225
Hohimer Wealth Management
Washington
$1.61M 25,419 +515 +2%
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