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Principal Financial Group
PFG

Overview Fund Activity

566 hedge funds and large institutions have $8.09B invested in Principal Financial Group in 2020 Q2 according to their latest regulatory filings, with 77 funds opening new positions, 188 increasing their positions, 188 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
566
Holders Change
+5
Holders Change %
+0.89%
% of All Funds
11.63%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.06%
New
77
Increased
188
Reduced
188
Closed
68
Calls
$15.6M
Puts
$15.7M
Net Calls
-$58K
Net Calls Change
-$4.62M

Top Buyers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$77M
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$295M
3
Arrowstreet Capital
3
Arrowstreet Capital
Massachusetts
$41.3M
4
Charles Schwab
4
Charles Schwab
California
$127M
5
Invesco
5
Invesco
Georgia
$154M

Top Sellers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$537M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.27B
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$20.7M
4
CI
4
Conning Inc
Connecticut
$5.97M
5
BlackRock
5
BlackRock
New York
$956M
Name Holding Trade Value Shares
Change 		Shares
Change %
PA
276
PSI Advisors
Florida
$613K – – –
CC
277
Centiva Capital
New York
$612K +$612K +14,725 New
SIM
278
Sentry Investment Management
Wisconsin
$610K +$610K +14,682 New
Canada Pension Plan Investment Board
279
Canada Pension Plan Investment Board
Ontario, Canada
$609K -$9.2M -221,616 -94%
COPPSERS
280
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$605K -$80.3K -1,934 -12%
Stifel Financial
281
Stifel Financial
Missouri
$602K -$287K -6,903 -32%
KRS
282
Kentucky Retirement Systems
Kentucky
$589K -$144K -3,457 -20%
M&T Bank
283
M&T Bank
New York
$587K +$81.4K +1,958 +16%
NMIMC
284
Northwestern Mutual Investment Management Company
Wisconsin
$581K +$20.1K +485 +4%
Mariner
285
Mariner
Kansas
$579K +$4.53K +109 +0.8%
JPMPWA
286
J.P. Morgan Private Wealth Advisors
California
$563K -$109K -2,624 -16%
SC
287
SRB Corp
Massachusetts
$561K +$159K +3,826 +39%
RIG
288
Roosevelt Investment Group
New York
$540K – – –
AP
289
Advisor Partners
California
$539K +$231K +5,556 +75%
SLF
290
Sun Life Financial
Ontario, Canada
$531K +$24.3K +586 +5%
AC
291
Athanor Capital
New York
$530K +$530K +12,753 New
LMAM
292
Legg Mason Asset Management
Japan
$528K +$506K +12,172 +2,275%
ANRIA
293
American National Registered Investment Advisor
Texas
$527K – – –
SS
294
Sunbelt Securities
Texas
$522K – – –
GC
295
Gilbert & Cook
Iowa
$522K +$5.19K +125 +1%
CG
296
Colony Group
Massachusetts
$514K -$24.2K -583 -5%
CCP
297
Corient Capital Partners
California
$502K -$14.6K -352 -3%
OTPPB
298
Ontario Teachers' Pension Plan Board
Ontario, Canada
$500K -$417K -10,050 -45%
VIA
299
Vident Investment Advisory
Georgia
$497K +$51.7K +1,243 +12%
LIA
300
LS Investment Advisors
Michigan
$495K +$18.5K +444 +4%
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12
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