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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 %
CANY
301
Caxton Associates (New York)
New York
$378K 12,068 +6,398 +113%
UB
302
UMB Bank
Missouri
$376K 11,994 -2,765 -19%
Thrivent Financial for Lutherans
303
Thrivent Financial for Lutherans
Minnesota
$369K 11,770 – –
JIM
304
Jupiter Investment Management
United Kingdom
$368K 11,756 -482,036 -98%
EWM
305
Empirical Wealth Management
Washington
$367K 11,724 +2,278 +24%
MF
306
Magnetar Financial
Illinois
$362K 11,543 -8,219 -42%
LIA
307
LS Investment Advisors
Michigan
$359K 11,466 -3,706 -24%
ECM
308
Everence Capital Management
Indiana
$350K 11,170 – –
NFG
309
Next Financial Group
Texas
$347K 11,059 -10,346 -48%
MYLI
310
Meiji Yasuda Life Insurance
Japan
$346K 11,056 -2,534 -19%
LSERS
311
Louisiana State Employees Retirement System
Louisiana
$345K 11,000 -1,300 -11%
Susquehanna International Group
312
Susquehanna International Group
Pennsylvania
$343K 10,956 -56,967 -84%
VFA
313
Voya Financial Advisors
Connecticut
$339K 10,202 -1,036 -9%
VIA
314
Vident Investment Advisory
Georgia
$336K 10,717 -1,271 -11%
Rafferty Asset Management
315
Rafferty Asset Management
New York
$334K 10,651 -34,660 -76%
FTI
316
Fiduciary Trust International
Massachusetts
$330K 10,520 – –
IWA
317
IBEX Wealth Advisors
New Jersey
$329K 10,527 -307 -3%
NB
318
Norinchukin Bank
Japan
$324K 10,341 -6,776 -40%
SBWM
319
Sunflower Bank Wealth Management
Arizona
$320K 10,196 +1,775 +21%
PM
320
Parametrica Management
Hong Kong
$319K 10,188 +10,188 New
LS
321
Livforsakringsbolaget Skandia
Sweden
$318K 10,141 – –
SEC
322
Seven Eight Capital
New York
$317K 10,100 +10,100 New
AIMCA
323
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$313K 10,000 -158,700 -94%
TCM
324
Twin Capital Management
Pennsylvania
$313K 10,000 +60 +0.6%
SC
325
SRB Corp
Massachusetts
$304K 9,699 +293 +3%
11 12
13
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