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Principal Financial Group
PFG

Overview Fund Activity

561 hedge funds and large institutions have $6.08B invested in Principal Financial Group in 2020 Q1 according to their latest regulatory filings, with 67 funds opening new positions, 185 increasing their positions, 197 reducing their positions, and 112 closing their positions.

Holders
561
Holders Change
-49
Holders Change %
-8.03%
% of All Funds
12.39%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
67
Increased
185
Reduced
197
Closed
112
Calls
$8.61M
Puts
$4.05M
Net Calls
+$4.56M
Net Calls Change
-$4.83M

Top Buyers

1
PP
1
Prudential plc
United Kingdom
$50.6M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$1,000M
3
Squarepoint
3
Squarepoint
New York
$15.7M
4
D.E. Shaw & Co
4
D.E. Shaw & Co
New York
$14.8M
5
GC
5
Gillson Capital
Illinois
$12.7M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$95.6M
2
Ameriprise
2
Ameriprise
Minnesota
$31.6M
3
CI
3
Cambiar Investors
Colorado
$0
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$192M
5
Invesco
5
Invesco
Georgia
$95.9M
Name Market Value Shares Shares
Change 		Shares
Change %
B
226
BP
United Kingdom
$871K 27,800 – –
RT
227
Rockland Trust
Massachusetts
$854K 27,245 +5,627 +26%
Bank of Nova Scotia
228
Bank of Nova Scotia
Ontario, Canada
$818K 26,132 -15,928 -38%
PAM
229
Panagora Asset Management
Massachusetts
$818K 26,088 +45 +0.2%
Public Sector Pension Investment Board (PSP Investments)
230
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$809K 25,826 -38,412 -60%
TRSOTSOK
231
Teachers Retirement System of the State of Kentucky
Kentucky
$799K 25,500 – –
SAM
232
Securian Asset Management
Minnesota
$785K 25,039 -441 -2%
SBH
233
Segall Bryant & Hamill
Illinois
$774K 24,715 -1,395 -5%
OPERF
234
Oregon Public Employees Retirement Fund
Oregon
$757K 24,151 -484 -2%
Cambridge Investment Research Advisors
235
Cambridge Investment Research Advisors
Iowa
$756K 24,120 +1,631 +7%
NAM
236
Nissay Asset Management
Japan
$745K 23,787 +791 +3%
PI
237
PEAK6 Investments
Illinois
$727K 23,204 +21,743 +1,488%
American Century Companies
238
American Century Companies
Missouri
$721K 23,005 +14,765 +179%
Northwestern Mutual Wealth Management
239
Northwestern Mutual Wealth Management
Wisconsin
$716K 22,849 -1,272 -5%
MERSOM
240
Municipal Employees' Retirement System of Michigan
Michigan
$714K 22,800 – –
CIBC Asset Management
241
CIBC Asset Management
Ontario, Canada
$713K 22,754 -796 -3%
WBC
242
Westpac Banking Corp
Australia
$712K 22,728 -6,400 -22%
Janney Montgomery Scott
243
Janney Montgomery Scott
Pennsylvania
$703K 22,423 -385 -2%
SS
244
Simplicity Solutions
Minnesota
$702K 22,418 +6,196 +38%
CCM
245
Cadence Capital Management
Massachusetts
$700K 22,324 +6,912 +45%
CEP
246
Chicago Equity Partners
Illinois
$696K 22,220 +1,745 +9%
UCFA
247
United Capital Financial Advisors
Texas
$692K 22,079 +1,579 +8%
OTPPB
248
Ontario Teachers' Pension Plan Board
Ontario, Canada
$692K 22,092 +7,568 +52%
DADC
249
D.A. Davidson & Co
Montana
$691K 22,060 -1,999 -8%
ERSOT
250
Employees Retirement System of Texas
Texas
$681K 21,725 – –
8 9
10
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