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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 %
JPMPWA
276
J.P. Morgan Private Wealth Advisors
California
$507K 16,185 +16,185 New
Creative Planning
277
Creative Planning
Kansas
$505K 16,126 +54 +0.3%
PAM
278
Premier Asset Management
Illinois
$495K 15,785 +15,785 New
SCM
279
Shelton Capital Management
Colorado
$492K 15,691 – –
AWM
280
Adams Wealth Management
Utah
$492K 15,687 +2,229 +17%
DIP
281
DT Investment Partners
Pennsylvania
$489K 15,596 -79,208 -84%
LOAMS
282
Lombard Odier Asset Management (Switzerland)
Switzerland
$483K 15,405 +1,309 +9%
AIM
283
Aigen Investment Management
New York
$483K 15,415 +15,415 New
Jane Street
284
Jane Street
New York
$474K 15,120 +15,120 New
PA
285
PSI Advisors
Florida
$462K 14,766 +1,260 +9%
Mariner
286
Mariner
Kansas
$440K 13,832 -29 -0.2%
WAM
287
World Asset Management
Michigan
$434K 13,833 -4,894 -26%
Mercer Global Advisors
288
Mercer Global Advisors
Colorado
$425K 13,561 +3,281 +32%
NMIMC
289
Northwestern Mutual Investment Management Company
Wisconsin
$423K 13,507 +3,476 +35%
RIG
290
Roosevelt Investment Group
New York
$408K 13,008 -465 -3%
CG
291
Colony Group
Massachusetts
$406K 12,949 +12,949 New
ANRIA
292
American National Registered Investment Advisor
Texas
$398K 12,706 – –
SS
293
Sunbelt Securities
Texas
$394K 12,562 -18,371 -59%
B
294
Barings
North Carolina
$394K 12,564 – –
GC
295
Gilbert & Cook
Iowa
$390K 12,452 +1,391 +13%
CCP
296
Corient Capital Partners
California
$389K 12,432 -7,210 -37%
Daiwa Securities Group
297
Daiwa Securities Group
Japan
$385K 12,295 – –
SLF
298
Sun Life Financial
Ontario, Canada
$382K 12,194 +2,512 +26%
M&T Bank
299
M&T Bank
New York
$381K 12,159 -17,682 -59%
Carson Wealth (CWM LLC)
300
Carson Wealth (CWM LLC)
Nebraska
$380K 6,008 – –
10 11
12
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