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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 %
IG
276
ING Group
Netherlands
$834K +$460K +9,276 +123%
PT
277
Plimoth Trust
Massachusetts
$831K -$31.7K -640 -4%
ACM
278
AlphaCrest Capital Management
New York
$814K -$1.04M -21,022 -56%
NMERB
279
New Mexico Educational Retirement Board
New Mexico
$811K – – –
Janney Montgomery Scott
280
Janney Montgomery Scott
Pennsylvania
$808K -$10.7K -216 -1%
BFEC
281
Benjamin F. Edwards & Company
Missouri
$806K +$801K +16,145 +16,145%
KRS
282
Kentucky Retirement Systems
Kentucky
$796K +$59K +1,190 +8%
Pacer Advisors
283
Pacer Advisors
Pennsylvania
$791K -$89.5K -1,804 -10%
LSERS
284
Louisiana State Employees Retirement System
Louisiana
$789K +$144K +2,900 +22%
JPMPWA
285
J.P. Morgan Private Wealth Advisors
California
$782K +$38.1K +769 +5%
BC
286
Bridgefront Capital
Texas
$766K +$766K +15,440 New
IA
287
IFG Advisory
Georgia
$753K -$185K -3,727 -20%
AB
288
Amalgamated Bank
New York
$753K -$1.84K -37 -0.2%
EWM
289
Empirical Wealth Management
Washington
$750K -$48.8K -983 -6%
CA
290
Capitolis Advisors
New York
$738K +$738K +14,875 New
Mariner
291
Mariner
Kansas
$737K -$156K -3,146 -17%
PA
292
PSI Advisors
Florida
$731K – – –
SIM
293
Sentry Investment Management
Wisconsin
$728K – – –
TC
294
Trilogy Capital
California
$725K -$1.04K -21 -0.1%
B
295
BP
United Kingdom
$719K -$554K -11,183 -44%
NMIMC
296
Northwestern Mutual Investment Management Company
Wisconsin
$696K +$1.44K +29 +0.2%
BMSSC
297
B. Metzler seel. Sohn & Co
Germany
$679K +$679K +13,270 New
OTPPB
298
Ontario Teachers' Pension Plan Board
Ontario, Canada
$678K +$80.7K +1,626 +14%
LMAM
299
Legg Mason Asset Management
Japan
$674K +$674K +13,594 New
Daiwa Securities Group
300
Daiwa Securities Group
Japan
$672K +$24.3K +490 +4%
10 11
12
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