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Principal Financial Group
PFG

Overview Fund Activity

610 hedge funds and large institutions have $11.1B invested in Principal Financial Group in 2019 Q4 according to their latest regulatory filings, with 77 funds opening new positions, 196 increasing their positions, 227 reducing their positions, and 68 closing their positions.

Holders
610
Holders Change
-3
Holders Change %
-0.49%
% of All Funds
12.05%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
77
Increased
196
Reduced
227
Closed
68
Calls
$14.9M
Puts
$5.55M
Net Calls
+$9.39M
Net Calls Change
-$433K

Top Buyers

1
BlackRock
1
BlackRock
New York
$1.28B
2
Capital Research Global Investors
2
Capital Research Global Investors
California
$785M
3
Ensign Peak Advisors
3
Ensign Peak Advisors
Utah
$30.4M
4
PCM
4
Prana Capital Management
Connecticut
$20.9M
5
Allianz Asset Management
5
Allianz Asset Management
Germany
$37M

Top Sellers

1
Schroder Investment Management Group
1
Schroder Investment Management Group
United Kingdom
$68.7M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$365M
3
CCMG
3
Clark Capital Management Group
Pennsylvania
$0
4
Goldman Sachs
4
Goldman Sachs
New York
$109M
5
Two Sigma Investments
5
Two Sigma Investments
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
B
301
Barings
North Carolina
$687K 12,564 – –
TC
302
TwinBeech Capital
New York
$683K 12,412 +12,412 New
LSERS
303
Louisiana State Employees Retirement System
Louisiana
$677K 12,300 -200 -2%
Daiwa Securities Group
304
Daiwa Securities Group
Japan
$676K 12,295 – –
S
305
Seeyond
France
$672K 12,219 -955 -7%
FAN
306
Financial Advisors Network
California
$667K 12,131 -264 -2%
AWM
307
AE Wealth Management
Kansas
$661K 12,014 +4,922 +69%
VIA
308
Vident Investment Advisory
Georgia
$659K 11,988 +630 +6%
Thrivent Financial for Lutherans
309
Thrivent Financial for Lutherans
Minnesota
$647K 11,770 +109 +0.9%
AP
310
Advisor Partners
California
$630K 11,418 -103 -0.9%
ECM
311
Everence Capital Management
Indiana
$614K 11,170 -9,237 -45%
VFA
312
Voya Financial Advisors
Connecticut
$614K 11,238 +2,154 +24%
GC
313
Gilbert & Cook
Iowa
$608K 11,061 -736 -6%
Twin Tree Management
314
Twin Tree Management
Texas
$608K 11,050 +11,050 New
IWA
315
IBEX Wealth Advisors
New Jersey
$596K 10,834 -1,025 -9%
EHWM
316
Eads & Heald Wealth Management
Georgia
$581K 10,566 -1,895 -15%
FTI
317
Fiduciary Trust International
Massachusetts
$579K 10,520 +10,520 New
Mercer Global Advisors
318
Mercer Global Advisors
Colorado
$565K 10,280 -1,586 -13%
LS
319
Livforsakringsbolaget Skandia
Sweden
$558K 10,141 -1,000 -9%
NMIMC
320
Northwestern Mutual Investment Management Company
Wisconsin
$552K 10,031 +157 +2%
HIC
321
Holderness Investments Company
North Carolina
$548K 9,971 – –
TCM
322
Twin Capital Management
Pennsylvania
$547K 9,940 -360 -3%
IFWM
323
Institute for Wealth Management
Colorado
$535K 9,718 -907 -9%
GCA
324
Gideon Capital Advisors
New York
$535K 9,735 +4,907 +102%
HighTower Advisors
325
HighTower Advisors
Illinois
$534K 9,746 -655 -6%
11 12
13
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