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Principal Financial Group
PFG

Overview Fund Activity

615 hedge funds and large institutions have $9.66B invested in Principal Financial Group in 2020 Q4 according to their latest regulatory filings, with 109 funds opening new positions, 181 increasing their positions, 213 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
615
Holders Change
+50
Holders Change %
+8.85%
% of All Funds
10.91%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
109
Increased
181
Reduced
213
Closed
53
Calls
$16.2M
Puts
$12.3M
Net Calls
+$3.86M
Net Calls Change
-$1.45M

Top Buyers

1
CS
1
Credit Suisse
Switzerland
$215M
2
Capital Research Global Investors
2
Capital Research Global Investors
California
$790M
3
Nomura Holdings
3
Nomura Holdings
Japan
$32.7M
4
Retirement Systems of Alabama
4
Retirement Systems of Alabama
Alabama
$33.6M
5
KBC Group
5
KBC Group
Belgium
$225M

Top Sellers

1
Arrowstreet Capital
1
Arrowstreet Capital
Massachusetts
$9.61M
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$240M
3
AL
3
AJO LP
Pennsylvania
$0
4
PP
4
Prudential plc
United Kingdom
$54.8M
5
BlackRock
5
BlackRock
New York
$1.1B
Name Holding Trade Value Shares
Change 		Shares
Change %
SAM
251
Securian Asset Management
Minnesota
$1.11M -$39.1K -788 -3%
UIM
252
USS Investment Management
United Kingdom
$1.1M -$258K -5,200 -19%
TRSOTSOK
253
Teachers Retirement System of the State of Kentucky
Kentucky
$1.07M -$124K -2,500 -10%
Bessemer Group
254
Bessemer Group
New Jersey
$1.07M +$125K +2,520 +13%
KWM
255
Kingsview Wealth Management
Oregon
$1.05M -$176K -3,542 -14%
BPM
256
Bowling Portfolio Management
Ohio
$1.05M -$72K -1,450 -6%
TEE
257
Tibra Equities Europe
United Kingdom
$1.02M +$1.02M +20,560 New
MCM
258
Mork Capital Management
California
$1.02M +$1.02M +20,500 New
SDIC
259
South Dakota Investment Council
South Dakota
$1M – – –
DADC
260
D.A. Davidson & Co
Montana
$998K -$207K -4,180 -17%
BC
261
Burney Company
Virginia
$968K +$11.9K +240 +1%
EMPI
262
Elo Mutual Pension Insurance
Finland
$968K +$968K +19,517 New
Man Group
263
Man Group
United Kingdom
$963K +$963K +19,408 New
ACS
264
Archford Capital Strategies
Illinois
$959K +$2.13K +41 +0.2%
Northwestern Mutual Wealth Management
265
Northwestern Mutual Wealth Management
Wisconsin
$951K -$282K -5,682 -23%
QI
266
QS Investors
New York
$939K -$1.73M -34,816 -65%
AWM
267
Adams Wealth Management
Utah
$896K -$51.9K -1,046 -5%
EP
268
Edgestream Partners
New Jersey
$889K -$2.45M -49,431 -73%
QIM
269
Quantitative Investment Management
Virginia
$887K +$598K +12,065 +207%
TI
270
Trexquant Investment
Connecticut
$884K +$884K +17,829 New
Franklin Resources
271
Franklin Resources
California
$870K -$1.38M -27,874 -61%
BNP Paribas Asset Management
272
BNP Paribas Asset Management
France
$856K -$2.47M -49,829 -74%
American Century Companies
273
American Century Companies
Missouri
$842K -$21.6M -436,157 -96%
Legacy Financial Group (Iowa)
274
Legacy Financial Group (Iowa)
Iowa
$836K +$836K +16,854 New
Creative Planning
275
Creative Planning
Kansas
$834K +$44.5K +897 +6%
9 10
11
12 13