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Principal Financial Group
PFG

Overview Fund Activity

610 hedge funds and large institutions have $11.1B invested in Principal Financial Group in 2019 Q4 according to their latest regulatory filings, with 77 funds opening new positions, 196 increasing their positions, 227 reducing their positions, and 68 closing their positions.

Holders
610
Holders Change
-3
Holders Change %
-0.49%
% of All Funds
12.05%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
77
Increased
196
Reduced
227
Closed
68
Calls
$14.9M
Puts
$5.55M
Net Calls
+$9.39M
Net Calls Change
-$433K

Top Buyers

1
BlackRock
1
BlackRock
New York
$1.28B
2
Capital Research Global Investors
2
Capital Research Global Investors
California
$785M
3
Ensign Peak Advisors
3
Ensign Peak Advisors
Utah
$30.4M
4
PCM
4
Prana Capital Management
Connecticut
$20.9M
5
Allianz Asset Management
5
Allianz Asset Management
Germany
$37M

Top Sellers

1
Schroder Investment Management Group
1
Schroder Investment Management Group
United Kingdom
$68.7M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$365M
3
CCMG
3
Clark Capital Management Group
Pennsylvania
$0
4
Goldman Sachs
4
Goldman Sachs
New York
$109M
5
Two Sigma Investments
5
Two Sigma Investments
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
MA
226
Montag & Associates
Georgia
$1.72M 31,300 -1,500 -5%
SS
227
Sunbelt Securities
Texas
$1.7M 30,933 +454 +1%
CWM
228
CIBC World Markets
New York
$1.68M 30,533 +1,004 +3%
NIPH
229
NN Investment Partners Holdings
Netherlands
$1.67M 30,417 +3,535 +13%
II
230
IFM Investors
Australia
$1.67M 30,407 -2,281 -7%
M&T Bank
231
M&T Bank
New York
$1.64M 29,841 +3,010 +11%
Pacer Advisors
232
Pacer Advisors
Pennsylvania
$1.63M 29,647 +2,144 +8%
LTFS
233
Ladenburg Thalmann Financial Services
Florida
$1.62M 29,746 +810 +3%
WBC
234
Westpac Banking Corp
Australia
$1.6M 29,128 +6,400 +28%
SO
235
STRS Ohio
Ohio
$1.55M 28,220 +7,944 +39%
B
236
BP
United Kingdom
$1.53M 27,800 -49,200 -64%
HW
237
Hancock Whitney
Mississippi
$1.52M 27,723 -827 -3%
MCAI
238
Members Capital Advisors Inc
Wisconsin
$1.49M 27,122 +27,122 New
QIM
239
Quantitative Investment Management
Virginia
$1.48M 26,852 +26,852 New
SBH
240
Segall Bryant & Hamill
Illinois
$1.43M 26,110 – –
PAM
241
Panagora Asset Management
Massachusetts
$1.43M 26,043 – –
TRSOTSOK
242
Teachers Retirement System of the State of Kentucky
Kentucky
$1.4M 25,500 – –
SAM
243
Securian Asset Management
Minnesota
$1.4M 25,480 -802 -3%
OPERF
244
Oregon Public Employees Retirement Fund
Oregon
$1.36M 24,635 -1,433 -5%
ACM
245
AlphaCrest Capital Management
New York
$1.33M 24,122 +7,108 +42%
Northwestern Mutual Wealth Management
246
Northwestern Mutual Wealth Management
Wisconsin
$1.33M 24,121 +13,383 +125%
DADC
247
D.A. Davidson & Co
Montana
$1.32M 24,059 -16,951 -41%
CIBC Asset Management
248
CIBC Asset Management
Ontario, Canada
$1.3M 23,550 -286 -1%
OAM
249
Oppenheimer Asset Management
New York
$1.27M 23,045 -512 -2%
NAM
250
Nissay Asset Management
Japan
$1.27M 22,996 +341 +2%
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